The Sirius Report
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The Sirius Report
Through 20 years of diligent research I have gained a unique insight and understanding of the ongoing geopolitical shift towards a multipolar world. I have extensive knowledge of Eurasia, South America, Africa and the U.S.. I am able to assess geopolitical events and provide a very clear understanding of what those developments mean in the context of the vast global changes now unfolding.
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Joined on 23rd October 2025
Russia is quietly rerouting its commodity infrastructure east
The Black Sea is becoming increasingly vulnerable.
Ukraine's attacks have already caused Russian oil exports through Black Sea terminals to fall, forcing Turkey to diversify toward Brazilian and Guyanese crude. The CPC system, which carries roughly 1.8% of global oil supply, has also been disrupted.
Russia's response is increasingly to move north. Hence the rapid development of the Northern Sea Route.This could eventually produce an enormous strategic shift:
Russia's western commodity infrastructure → vulnerable
Russia's Arctic infrastructure → increasingly important
China → primary customer
That is a geopolitical transformation hiding inside an energy story.
White House has finally realised that Chinese goods get shipped to Mexico, Vietnam, Canada, Malaysia and dozens of other countries first, to avoid tariffs.
Around $75-80bn in goods is shipped this way every year. Whilst imports from China dropped to a 16-year low recently, imports from the likes of Mexico and Vietnam rose hugely in the process. Around 40 countries are participating in this deception.
It is incredible the US only just realises this.