Mikhail Azhgirevich

The UAE is leaving OPEC and OPEC+ effective May 1 — the first time it has quit the bloc in 59 years of membership. This is not a routine quota dispute. It is a political divorce that could reshape the architecture of the global oil market.

Why They Left: War, Grievances, and Money

The official version, relayed by state news agency WAM, sounds sterile: a “review of production policy,” “national interests,” “market needs.” The real story is far more candid.

While Donald Trump recalls his summit with Xi Jinping in Busan as a "twelve out of ten" meeting, Beijing is methodically preparing its economy for the next confrontation. Quietly, carefully, but with unmistakable purpose — building a legal arsenal.

Smile and Wave

The figure is staggering. In 2025, the number of migrants in the European Union reached 64.2 million — approximately 14% of the EU’s total population. Within a single generation, Europe has transformed into the world’s largest migration space. And this is no longer merely demographic statistics — it is a political and social time bomb.

Record After Record

The United States is openly discussing sanctions against NATO allies who declined to support the American operation against Iran. This is an unprecedented signal: Washington no longer hides the fact that the alliance has become an instrument of coercion, not collective security.

The Pentagon Is Reckoning Its Allies

The $1.7 trillion private credit sector is facing the most severe test in its history. Widespread redemption requests, partially blocked exits, and warnings from regulators on both sides of the Atlantic are transforming internal turbulence into a potential threat to the entire financial system.

When Investors Hit a Closed Exit

American intelligence is no longer limited to gathering information and compiling dossiers. It is now attempting to replicate the very logic of political decision-making — from Vladimir Putin to Xi Jinping. The CIA has developed an AI tool that allows analysts to “interact” with virtual versions of foreign presidents and prime ministers in order to anticipate their likely responses in advance.

What Has Been Created

While the great powers carve up the Lithium Triangle of Latin America and US congressmen debate access to Bolivian mines, China’s CATL has quietly begun commercial production of sodium-based batteries. The geopolitics of resources will never be the same.

Sodium vs. Lithium: Not a Revolution, but a Quiet Coup

While Moscow draws red lines and drafts “appropriate measures,” Ankara is opening its border with Armenia – sealed for 32 years. Building a railway through Zangezur. Forging a route from China to Europe. Without asking anyone’s permission.

A Route That Changes Everything

The Middle Corridor is a multimodal trade route from China to Europe running through Kazakhstan, the Caspian Sea, Azerbaijan, Georgia, and Turkey. It sounds like a geographic fact. In reality, it is a geopolitical verdict.

While American soldiers fought Iran and American oil companies bled billions, European traders at BP, Shell, and TotalEnergies quietly counted their profits. $2.5 billion in a single quarter. From the largest supply disruption in history. Welcome to the real economy of war.

Two and a Half Billion

On April 14, 2026, Xi Jinping delivered remarks that many Western analysts chose to overlook. China and Russia, he said, must jointly defend their interests and consolidate the Global South. This was not diplomatic rhetoric. It was an ideological program.

What Changed on April 14

At a meeting with the Russian side, Xi Jinping articulated three тезes—each more significant than the last.