Delegations from the US and Iran have convened in Switzerland to initiate discussions aimed at solidifying…
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.
US-Iran Talks Begin Amid Tensions Over Lebanon and Strait of Hormuz
High-level negotiations between the United States and Iran commenced in Switzerland on Sunday, aimed at implementing…
Fuel Sales Suspended in Crimea Amid Escalating Energy Crisis
Petrol sales in Russian-occupied Crimea will be suspended starting Sunday morning as a severe fuel crisis…
Global Demand for Energy Storage Surges Amid Security Concerns
The ongoing geopolitical tensions and disruptions in oil and gas supply chains have led to a…
Ukraine Launches Deadly Drone Strikes on Crimea Amid Rising Tensions
A Ukrainian drone attack on the Russian-occupied Crimean Peninsula has resulted in at least four fatalities…
Canada Faces Legal Challenge Over Asylum Policy Amid US Deportations
A court challenge initiated by the Canadian Council for Refugees and Amnesty International Canada highlights the…
China’s Electric Car Boom Strains Road Maintenance Budgets
China's rapid shift to electric vehicles (EVs) is creating significant fiscal challenges for local governments responsible…
US-Iran Talks Begin Amid Strait of Hormuz Closure Over Lebanon Conflict
US Vice-President J.D. Vance has arrived in Switzerland for crucial negotiations with Iranian officials, focusing on…
Colombia’s Presidential Runoff May Shift Armed Conflict Dynamics
Colombians head to the polls on Sunday for a pivotal presidential runoff that could significantly alter…
US-Iran Talks Intensify Amid Escalating Violence in Lebanon
US Vice President JD Vance has arrived in Switzerland to initiate critical negotiations with Iran, as…