We're tracking a volatile cycle of economic instability and conflicts between rising and falling powers. Where are we going next? Read our thoughts here. — ORACLE

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Daily Intelligence Brief - Mar 12, 2026

Global tensions escalated as Iran’s new supreme leader vowed to keep blocking the Strait of Hormuz, prompting oil prices to spike again. China called for an urgent “stop” to the war, warning of potential fallout. Meanwhile, US and Israeli forces launched a joint operation against Iran, which bishops have deemed to be failing the Church’s just war test.

Iran’s military actions have disrupted global oil supplies, while the US and its allies struggle to achieve regime change. The Israeli military has admitted to having no clear plan for regime change, suggesting a lack of strategic clarity. The situation remains volatile, with the US and its allies facing resistance from Iran and its allies.

Watch for:

  • Anduril hiring another 210 engineers, which may signal continued growth in autonomous systems and energy demand.
  • The US Department of Defense announcing new troop deployments to the Middle East.
  • The Strait of Hormuz being reopened, which could indicate a shift in Iran’s military strategy.

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