Topic

#petrodollar

2 articles

A sleek modern EV charging at a futuristic solar array with a dark oil refinery in the background

Mar 23, 2026 • 8 min read

The FX-Battery Arbitrage: EM Escape Oil Shock

While the US auto industry retreats from EVs amid a $119 oil shock, the Global South is rapidly adopting Chinese renewables and battery tech. It’s not about the environment; it’s a macroeconomic escape hatch from the Petrodollar.

#analysis #electric vehicles #petrodollar

$a massive golden American dollar coin cracking from within as crude oil oozes through glowing fracture lines, sitting on a steel refinery control desk with a burning Middle Eastern oil field visible through reinforced glass behind it, dramatic chiaroscuro lighting$

Mar 15, 2026 • 15 min read

The Coin That Cracks Itself

The Iran war just made the US dollar its strongest in months. That's the worst possible news for the petrodollar system. Here's why the dollar rallying on a war that's forcing the world to trade oil without it is the beginning of the end.

#geopolitics #oil #dollar