Global Companies Face $25 Billion Hit as Iran War Drives Energy Shock and Supply Chain Crisis

The ongoing conflict involving Iran has created a major global economic shock, with businesses around the world absorbing at least twenty five billion dollars...

US – Iran Energy Shock Damage Is Spreading in Asia

In the Asian shock, four transmission channels play a role. In the case of oil, elevated risk premium is coupled with physical tightening via...

The New Global Energy Chessboard: Chokepoints, LNG Routes and the Fight for Resilience

The global system no longer snaps back after crises, it drifts, it thickens, it carries its shocks forward. The world behaves less like a...

Oil Market Calm Masks Growing Supply Shock as Iran Crisis Reshapes Global Flows

The global oil market is currently experiencing what analysts describe as a “deceptive calm,” despite one of the most severe supply disruptions in modern...

EU Strategic Autonomy and Energy Diversification: Risks to European Energy Security

The 2022 Russian invasion of Ukraine sparked discourse on Russian energy supply as a crucial resource chokepoint to EU member states. The energy crisis...

The Arctic Frontline: NATO, Russia, and China’s Race for the North

For years the Arctic was viewed as a geopolitical periphery which is remote, inaccessible and strategically and marginally strategic to regions such as the...

G7 Bond Market Stress Deepens as Borrowing Costs Surge

Government bond markets across the Group of Seven economies are facing mounting pressure as long term borrowing costs climb to their highest levels in...

US Inflation Pressures Rise as Iran Conflict Fuels Energy Costs

Rising geopolitical tensions linked to the Iran conflict are expected to push United States consumer inflation higher in April, reinforcing expectations that the Federal...

Algeria’s Rising Role in Global Energy Geopolitics

Algeria’s Strategic Energy Expansion Algeria’s decision to launch a fresh bidding round for oil, gas and mineral exploration under its $60 billion investment plan (2025...

Why Oil Market Volatility Rather Than High Prices Will Shape the Future of Global Energy Politics

The ongoing Gulf crisis and the near closure of the Strait of Hormuz have pushed global energy markets into one of the most unstable...

Latest