Policy Tensor

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Notes on the balance of power in West Asia
What explains Iranian primacy?
4 hrs ago • Policy Tensor
Iran still enjoys escalation dominance
And no, it is not overplaying its hand
Jul 17 • Policy Tensor
Iran throws down the gauntlet
No more cat and mouse
Jul 13 • Policy Tensor
Theory of the Dud
Why do analysts keep predicting things will break?
Jul 11 • Policy Tensor
How to Climb the Ladder
International specialization in high-tech manufacturing
Jul 5 • Policy Tensor
Who is climbing the ladder of global manufacturing?
The most important zero-sum game in the world.
Jul 3 • Policy Tensor

June 2026

Vantor vs Russia
Optically-guided midrange drones
Jun 28 • Policy Tensor
A World-Historic Opportunity for the Iranian People
The MOU signed between the US and Iran imposes the victor’s terms.
Jun 18 • Policy Tensor
Did they get him?
An alternative theory
Jun 10 • Policy Tensor
A War of Position
Neither attrition, nor maneuver
Jun 7 • Policy Tensor
Escalate to Deescalate
By now it is clear that Iran has counter-escalated with a broad attack on US bases in the Gulf littoral.
Jun 3 • Policy Tensor

May 2026

The Ben Gurion Risk Model
What would a counter-air attack look like?
May 24 • Policy Tensor
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