This op-ed originally appeared in The National Interest on April 10, 2026. Read the original. Oil shocks expose structural vulnerabilities, reinforcing that long-term energy security requires diversified supply, reduced dependence, and sustained investment. “The real lesson here is that it only requires a relatively small amount of oil to be taken out of the system […]
The Washington Examiner: Iran war exposes strategic vulnerability in fragile US aluminum supply chain
This op-ed originally appeared in The Washington Examiner on April 2, 2026. Read the original. The rapidly escalating conflict in Iran is already sending shockwaves through commodities markets, including aluminum — a strategic industrial material essential to civilian and military uses that the U.S. still largely sources from abroad. It’s a stark reminder of how quickly geopolitical instability […]
The National Interest: Strait of Hormuz: Oil’s Famous Chokepoint Also Shows Critical Minerals Risks
This op-ed originally appeared in The National Interest on March 13, 2026. Read the original. Limiting exposure to supply chain or resource disruption requires a broad portfolio strategy. As the blockade in the Strait of Hormuz continues, the International Energy Agency (IEA) has announced a coordinated release of 400 million barrels from global emergency oil stockpiles. The market significance […]
The National Interest: “Americans Will Regret Washington’s Oil Market Hubris”
This op-ed originally appeared in The National Interest on July 2, 2025. Read the original. Washington’s oil market hubris risks repeating the mistakes of the past — and threatens national security as well. Fifty years ago, the United States learned a painful lesson about the cost of oil dependence. In 1973, following US support for […]
RealClear Energy Op-Ed: “Thank You, Mr. Smith; From Washington Energy Policy”
This op-ed originally appeared in RealClear Energy on June 26, 2025. Read the original. By: Robbie Diamond The pantheon of great American innovators, entrepreneurs, and industrialists includes Henry Ford, Thomas Edison, Andrew Carnegie, Steve Jobs, Bill Gates, Jeff Bezos, and Elon Musk. Exceptional and among in their ranks is Frederick W. Smith, the Founder and […]
