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European Strategy

European Strategy:

Iran Update Day 20 – A “Mini TACO” From Trump and the Next ECB Meeting Might Be Live

Jacob Funk Kirkegaard March 19, 2026 7:07 PM

Iran Update Day 19 – Coalition Strikes Against Iranian Natural Gas Infrastructure Brings Iranian Retaliation And Increases General Regional Fossil Energy Infrastructure Risks

Jacob Funk Kirkegaard March 18, 2026 6:13 PM

Iran Update Day 17-18 – Senior Iranian Leaders Killed, More Targeted Retaliation Against Gulf Energy Infrastructure, and a New Third – and Longer – War Scenario Emerges

Jacob Funk Kirkegaard March 17, 2026 7:26 PM

Iran Update Day 15-16 – Donald Trump Continues To Signal No Negotiations and No Change in the War Strategy (Yet)

Jacob Funk Kirkegaard March 15, 2026 4:42 PM

Iran Update Day 14 – Marking To Market My Analysis To Date and The Outlook

Jacob Funk Kirkegaard March 13, 2026 1:16 PM

Iran Update Day 13 – Air Campaign Continues, But Decision Time Approaches for Donald Trump

Jacob Funk Kirkegaard March 12, 2026 6:14 PM
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