Strategic Reads

Selected essays, reading notes and strategic analysis on geopolitics, maritime power, trade corridors, infrastructure, energy and global risk.

When Sea Routes Fail, Cargo Takes Flight
Strategic Read

When Sea Routes Fail, Cargo Takes Flight

MSC’s investment in next-generation freighters, foreign carriers’ reluctance to return to the Gulf and Emirates’ rapid expansion reveal how disruption is redrawing the global freight network.

Dean Mikkelsen Jul 26, 2026
The Dealmaker’s Trap
Strategic Read

The Dealmaker’s Trap

Trump’s dealmaking freezes war, preserves leverage, but deepens instability, distrust, and global costs.

Dean Mikkelsen May 15, 2026

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