Founder & CEO, Clearform Labs
Graham Billington is the founder and CEO of Clearform Labs. He builds software at the intersection of open source intelligence, threat analysis, and detection engineering. Clearform Intel is his research blog - a place to break down geopolitical events, walk through OSINT tradecraft, and make the intelligence space more accessible to engineers and analysts who want to do this work with open data and open tools.
Gulf Coast refineries are running at 96.7% capacity on crude they weren't designed for while gasoline stocks drain. Americans are paying more at the pump and getting less per gallon - and nobody's testing the fuel.
While the Strait of Hormuz burns, the US is quietly building an alternative energy order in its own hemisphere. Venezuela, Cuba, Greenland, and a drilling surge that started before the war.
The United States spent between five and twelve trillion dollars protecting oil routes that primarily benefited other countries. The bill is now due.
Twenty million barrels a day flowed through the Strait of Hormuz. Then they didn't. Who that hurts most is not who you think.
Breaking down the Kharg Island strikes, the Marine deployment from the Pacific, and why a 1-2 month timeline with a negotiated exit is the most likely outcome.
What this blog is, who I am, and why a software engineer is writing about threat intelligence and OSINT.