Yemen's Houthi rebel group said they carried out a missile strike on a Saudi oil tanker…
Category: Geopolitical
Geopolitics through the lens of capital: sanctions, trade policy, elections, conflicts and energy security, read as inputs to risk pricing. We track how political events reach commodity prices, sovereign spreads and equity risk premia. The focus is on the transmission channel to markets, not on the politics itself.
Russia Faces Fuel Shortages Due to Ukrainian Drone Strikes
Russia is facing serious fuel shortages as Ukrainian drone attacks on oil refineries disrupt supply chains.…
Ukraine Faces €23 Billion Defense Gap Despite EU Support
KYIV — Ukraine is facing a €23 billion shortfall in its defense budget this year, according…
US Cancels Joint Marine Drill with South Korea Amid Iran War
The United States has canceled a large joint amphibious landing exercise with South Korea. The reason…
UK to Share Missile Technology with Ukraine for Production
Britain will declassify technology to help Ukraine make SCALP air-launched cruise missiles, known as Storm Shadow…
Shipping Executives Optimistic Despite Geopolitical Tensions
The shipping industry is seeing a rise in optimism despite ongoing geopolitical tensions, especially in the…
UK Supplies Missile Blueprints to Ukraine, Tensions Rise
The UK has announced plans to give Ukraine declassified blueprints for long-range missiles. This move raises…
Evergrande Founder Hui Ka Yan Sentenced to Life in Prison
Hui Ka Yan, the founder of China Evergrande Group, was sentenced to life in prison on…
Iran Discovers 7.5 Trillion Cubic Feet of Natural Gas
Iran announced a major natural gas find in the southern province of Fars. The discovery is…
FTSE 100 Opens Flat Amid US-Iran Tensions and Sanctions
The FTSE 100 opened flat on Monday, slipping 0.06% to 10,810. The index finished the previous…