More: Energy
India, Japan Sign AI, Defence and Energy Deals After Modi-Takaichi Summit
India and Japan signed a series of agreements to expand cooperation in artificial intelligence, critical minerals, energy and defence following talks between Prime Minister...
The New Geopolitics of AI: Water, Energy, and the Battle for Computational Power
The global race for artificial intelligence is no longer just a contest of algorithms, but a struggle for physical infrastructure, massive 300 MW–scale data...
Iran War Energy Shock or Structural Turning Point for Global Oil and LNG Markets
The Iran war has already caused major disruption to global energy markets, particularly crude oil and liquefied natural gas (LNG) flows through the Strait...
Trump: US Will Strike Iran very hard tonight, Take Energy Control
President Donald Trump announced that the United States would take strong action against Iran, stating it would hit the country "very hard tonight. "...
EU Fiscal Board Criticizes Relaxed Energy Rules
The European Fiscal Board (EFB) criticized the European Commission for allowing some of the defence spending leeway from last year to be used for...
AI Boom Overshadows Oil Supply Concerns as Global Markets Rally on Tech Optimism
Global financial markets began the week focused more on artificial intelligence driven growth than rising geopolitical risks in the Middle East. Despite ongoing uncertainty...
Hormuz Cannot Become a Toll Gate
Iran’s announcement of a surveillance and permit zone stretching from Qeshm toward Fujairah is not merely another Gulf security measure. It is an attempt...
Global Stock Markets Continue Higher as Earnings, AI Spending, and Liquidity Drive Rally
Global equity markets have continued to push higher even as geopolitical tensions in the Middle East have driven oil prices above $100 a barrel...
Infrastructure Attribution and the Invoiced Passage at Hormuz
The Persian Gulf Strait Authority, launched by Iran on 5 May 2026, is the institutional capstone of a longer manoeuvre. Its visible apparatus reduces...
Emerging Market Assets Recover as Oil Prices Ease and Trump Xi Talks Loom
Emerging market stocks rebounded on Wednesday after suffering sharp losses in the previous session, supported by easing oil prices and renewed optimism around artificial...