Taiwan is reassessing its liquefied natural gas (LNG) imports from Papua New Guinea (PNG) following the…
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-Israel ties complicate $96 million rare earth deal in
The U.S. government's ties to Israel are causing backlash against a $96 million rare earth deal…
Houthis impose maritime embargo on Saudi Arabia, threaten
Yemen’s Iran-aligned Houthi movement announced a maritime embargo against Saudi Arabia on Monday, escalating tensions in…
European gas prices rise amid US-Iran conflict fears
European gas prices reached a four-month high this week, driven by escalating tensions in the Middle…
Houthis impose maritime blockade on Saudi Arabia amid
Yemen’s Houthi rebels announced a maritime blockade of Saudi Arabia, effective immediately, following recent military exchanges…
India’s Oil Import Bill Rises 60% Amid Iran Conflict Surge
India's crude oil import bill surged by 60% in the April-June quarter compared to the same…
China’s LNG Imports Rise 8.3% Amid Tightening Global Market
China's liquefied natural gas (LNG) imports increased by 8.3% year-on-year in June, reaching 5.68 million tons,…
U.S. gas prices rise to $4 amid escalating Iran conflict
U.S. gas prices surged to an average of $4 per gallon on Monday as tensions between…
Ukraine launches 400 drones at Moscow amid missile strikes
Ukraine launched over 400 drones toward Moscow overnight on Monday, reportedly hitting an oil depot and…
Renewed West Asia conflict boosts Indian defence stocks
The ongoing conflict in West Asia has propelled Indian defence stocks, with the Nifty Defence Index…