Encyclopedia
Every page follows the same discipline: key numbers with source and date, dependency maps, incident timelines, and a live signal layer.
Chokepoints
4The physical and processing bottlenecks global flows must pass through: straits, canals, cables, smelters.
Strait of Hormuz oil flow: how much passes and who depends on it
Strait of Hormuz oil flow: 20 mb/d before the 2026 closure, 20% of global LNG, bypass capacity, who depends on it and what the 2026 blockade changed.
Black Sea shipping routes: ports, cargo and war risk
Black Sea shipping routes explained: the ports, the grain and oil corridors, who depends on them, and what happens when shipowners stop sailing.
CPC pipeline Kazakhstan: 80% of exports through one Russian port
CPC pipeline Kazakhstan explained: the route carrying over 80% of Kazakh oil exports, who owns it, and why a strike at Novorossiysk shuts in Tengiz.
Turkish Straits shipping: oil, grain and the Montreux regime
Turkish Straits shipping explained: how much oil and grain crosses the Bosphorus and Dardanelles, who depends on the route, and why no bypass exists.
Commodities
2Critical materials end to end: supply chains, producers, processing gaps, exposure.
Natural gas producers and importers: who supplies and who buys
Natural gas producers and importers ranked: 4,197 bcm produced in 2025, US 26%, Russia 15%, plus LNG exporters, the largest importers, prices and chokepoints.
Crude oil chokepoints: the routes global supply depends on
Crude oil chokepoints explained: who produces oil, who consumes it, which straits and pipelines carry it, and what 2026 proved about substitution.
Dependencies
3Country × commodity crossings: who depends on whom, by how much, and what breaks it.
Europe gas dependence: where the EU gets its gas after Russia
Europe gas dependence in numbers: 289 bcm imported in 2025, Norway 31%, US LNG 26%, Russia down to 12% and banned by 2027, and how Hormuz exposed the LNG bet.
India crude oil imports: 88% dependence and the Hormuz problem
India crude oil imports explained: how much India buys, from whom, why Russian crude hit a record 55% share in 2026, and what Hormuz exposure means.
Russian seaborne crude exports: routes, buyers, shadow fleet
Russian seaborne crude exports explained: volumes, ports, buyers, the shadow fleet, the price cap and the drone attacks now reshaping the trade.