Articles & Multimedia
Showing 1-20 of 82 Publications
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Weapons Stockpiles Become the Next Constraint
Video
Rachel Ziemba, adjunct senior fellow at the Center for a New American Security, joins Bloomberg Surveillance to discuss U.S. weapons stockpiles and their impact on future nego...
By Rachel Ziemba
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Ziemba: U.S. Long-Term Commitment Concern Gulf States
Video
Oil climbed on pessimism over US-Iran peace talks as both sides exchanged fire for an 11th consecutive night. Commercial traffic through Hormuz has reached its lowest level in...
By Rachel Ziemba
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Ziemba: Alternates Pipelines as Hormuz Pressure Remains
Video
Risks around the Strait of Hormuz remain elevated as U.S.-Iran tensions pressure a fragile truce. Ziemba Insights founder [and Adjunct Senior Fellow at the Center for a New Am...
By Rachel Ziemba
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After the Trump-Xi Summit, What’s Next for the U.S. and China?
Commentary
This article was originally published in Inkstick. The recent Xi-Trump summit helped extend the truce the countries agreed on and created some new institutions to manage the r...
By Rachel Ziemba
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U.S. Strikes Iranian Bridge as Tensions Escalate
Podcast
The US has struck a major bridge in Iran, with casualties reported and warnings of further attacks. Tehran says it will not be pressured into a deal, raising questions over wh...
By Rachel Ziemba
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Ziemba: Iran Looking to Monetize & Weaponize Hormuz
Video
Oil steadied after falling more than 3% in previous sessions following early progress in peace talks over the Iran war. A U.S. waiver allows some sales from Iran, offering the...
By Rachel Ziemba
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Ziemba: U.S. Strategic Reserves Lowest in Over 40 Years
Video
Oil prices rose after fresh US and Iranian strikes in the Gulf. President Donald Trump blamed Tehran for shooting down an American military helicopter off the coast of Oman. R...
By Rachel Ziemba
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Daily Energy Markets - June 1st
Podcast
Have markets become too optimistic about a US-Iran breakthrough? Rachel Ziemba, adjunct senior fellow at the Center for a New American Security, joined Daily Energy Markets to...
By Rachel Ziemba
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Managed Scarcity: Governments, Stockpiles, and Defence Spending
Podcast
Rachel Ziemba, Adjunct Senior Fellow in the CNAS Energy, Economics, & Security Program, outlines how the Strait of Hormuz closure has triggered shocks across energy and mi...
By Rachel Ziemba
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Does OPEC Still Matter?
Commentary
On April 28, the United Arab Emirates announced that it would leave OPEC, effective May 1 — ending nearly six decades as an OPEC member. In terms of oil production, it is the ...
By Rachel Ziemba
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The UAE Wants a Dollar Lifeline
Podcast
Rachel Ziemba joins The Indicator to discuss the relationship between the U.S. and the UAE in terms of investment. Listen to the full interview on The Indicator | Planet Money...
By Rachel Ziemba
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President Trump Wants to Be Able to Sell the Iran War as a Win
Video
Rachel Ziemba, founder of Ziemba Insights and adjunct senior fellow at the Center for a New American Security, says that investors should look beyond the ending of the Iran wa...
By Rachel Ziemba
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The Long Tail of the Hormuz Energy Crisis with Rachel Ziemba
Podcast
Emily is joined by Rachel Ziemba, CNAS adjunct senior fellow and energy markets expert, to unpack the ongoing energy crisis resulting from the U.S.-Iran military conflict and ...
By Emily Kilcrease & Rachel Ziemba
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Video
Middle East Security / Energy, Economics & Security
Oil Prices Continue to Underprice OutageAs the Iran war continues into its 4th week, the effective closure of the Strait of Hormuz has heightened pressure on the US and major energy importers. Iran has threatened to...
By Rachel Ziemba
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Bloomberg Surveillance TV: March 13th, 2026
Podcast
Rachel Ziemba, adjunct senior fellow at the Center for a New American Security joined Bloomberg Surveillance to discuss the Hormuz Strait, the energy markets, and Russia.Liste...
By Rachel Ziemba
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Podcast
Middle East Security / Energy, Economics & Security
Will Trump’s Shipping Insurance Plan Work?CNAS adjunct senior fellow Rachel Ziemba joined NPR's Planet Money to discuss the traffic jam of shipping vessels outside the Strait of Hormuz, political risk insurance, and m...
By Rachel Ziemba
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Podcast
Middle East Security / Energy, Economics & Security
The Economic Crisis of the Iran War Goes Far Beyond OilThe Strait of Hormuz is the tiny bottleneck that could destabilize the global economy. As a critical passageway for crude oil, natural gas, and critical inputs for fertilizer,...
By Rachel Ziemba
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Russia Is Taking Advantage of the Destabilized Globe
Video
On tonight’s episode of W News with Catalina Marchant de Abreu, we cover the biggest stories from Davos and beyond. Donald Trump launched his new “Board of Peace” at the World...
By Rachel Ziemba
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‘Drill, Baby, Drill’ Everywhere Except the U.S.
Video
Global markets remained resilient as investors grow accustomed to President Trump's unorthodox military operations, viewing them as temporary shocks rather than long-term risk...
By Rachel Ziemba
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Gold Looks the Way to Play Weaker Dollar
Video
Gold rose to a record high — the 50th day it’s done so this year — on escalating geopolitical tensions and prospects for more US rate cuts. Silver also set an all-time peak. M...
By Rachel Ziemba
