Arman Sidhu

Arman Sidhu is an American educator and political writer based in Phoenix, Arizona. His work has previously appeared in The Diplomat, Mic, Economic & Political Weekly, and the Foreign Policy Journal, among others.

Bringing the Bullion Back: Geopolitics Returns to Global Gold Markets

Gold bullion, Generated by Google Gemini AI on May 25, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

The New York Fed’s vault remains the largest sovereign gold repository in the world, but recent withdrawals suggest that geopolitical considerations are increasingly tilting the balance toward domestic storage, even among longstanding US allies.

Kazakhstan Next to Leave? The OPEC+ Question After UAE’s Exit

cc Quirinale, modified, Il Presidente Sergio Mattarella incontra Kassym-Jomart Tokayev, Presidente della Repubblica del Kazakhstan, in visita ufficiale, Palazzo del Quirinale, 18 gennaio 2024 (foto di Francesco Ammendola - Ufficio per la Stampa e la Comunicazione della Presidenza della Repubblica) - https://commons.wikimedia.org/wiki/File:Sergio_Mattarella_con_Kassym-Jomart_Tokayev,_Presidente_della_Repubblica_del_Kazakistan_in_visita_ufficiale,_Palazzo_del_Quirinale,_18_gennaio_2024_(05).jpg

Kazakhstan is grappling with the same fiscal and capital pressures as other recent ex-members of OPEC and OPEC+. Will Astana arrive at the same decision to leave the cartel?

Critical Minerals: Global Indium Supply & Demand

Generated by Google Gemini AI on May 4, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

Indium is the one critical mineral that remains restricted in the wake of the November 2025 US-China trade deal, throttling global supply of a key input in data centers. This article explores indium’s geopolitical importance and Washington’s slow but steady progress toward supply diversification.

UAE Leaves OPEC: A Structural Realignment in Global Oil Markets?

OPEC Flag. Generated by Google Gemini AI on May 1, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

The UAE’s exit from OPEC marks the third member in seven years to leave the cartel. Given looming peak oil demand and OPEC’s dwindling share of global production: it won’t be the last.

Critical Minerals: Global Gallium Supply & Demand

Generated by Google Gemini AI on April 21, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

Gallium is a soft, silvery metal used in semiconductor production, and with China producing 99% of the world’s supply – it has become one of the most geopolitically contested commodities of the decade. This article examines gallium supply and demand dynamics, as well as recent progress toward self-sufficiency in Western supply chains.

Sixth Eye In-The-Making? Rise of Japan’s National Intelligence Agency

President Donald Trump participates in a bilateral meeting with Japanese Prime Minister Sanae Takaichi , modified, https://www.whitehouse.gov/gallery/president-donald-trump-participates-in-a-bilateral-meeting-with-japanese-prime-minister-sanae-takaichi/

Reforms advancing through the Diet signal that the political consensus treating centralized intelligence as incompatible with Japanese democracy has been retired, opening up new avenues for intelligence cooperation with the West.

Project Vault and the New Era of US Strategic Mineral Stockpiling

Generated by Google Gemini AI on April 10, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

President Trump’s ‘Project Vault’ echoes strategic concerns that gave rise to the National Defense Stockpile during the Cold War era, but this new US critical mineral stockpiling effort must navigate a profoundly different policy context and global market.

The Rise and Fall of the US Strategic Mineral Stockpile

Generated by Google Gemini AI on April 1, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

Examining the cycle of accumulation, complacency, and disposal that characterized US strategic mineral stockpiling through the 20th century.

Critical Minerals: Global Antimony Supply & Demand

Generated by Google Gemini AI on March 26, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

Despite its role as an essential input in ammunition manufacturing, antimony has not been mined in the United States since the mid-1990s. It is among the critical minerals earmarked for domestic procurement and stockpiling by the US government – but it will take years to close the gap with external producers like China.

Warlord’s Portfolio: Mapping the RSF Economy from Darfur to Dubai

Generated by Google Gemini AI on March 24, 2026. All flags, maps, and likenesses contained within this image are not necessarily accurate representations of reality.

The RSF has leveraged a combination of territorial control and family-based corporate networks to create one of the richest statelets in existence, with geopolitical weight that extends far beyond Sudan’s borders.

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