Kuwait reported that an Iranian strike targeted one of its key oil facilities, resulting in injuries…
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.
U.S. Faces Choices as Iran Threatens Strait of Hormuz Access
The United States is confronted with a critical decision regarding its military strategy in the Middle…
Iraq Revives Syria Oil Pipeline Amid Strait of Hormuz
Iraq is moving to revive a long-dormant oil pipeline to Syria as tensions rise over Iran's…
US Senators Propose Tariffs on India Over Russian Oil
Sixty U.S. Senators have backed a new bill proposing tariffs of up to 100% on India…
China’s AI Model Sparks 10% Drop in Semiconductor Stocks
A new artificial intelligence model from China has intensified a selloff in semiconductor stocks, pushing the…
Fuel prices stable in India amid US-Iran tensions
Petrol and diesel prices in India remained unchanged on Saturday, July 18, despite escalating tensions between…
Iraq, Syria to Revive Oil Pipeline to Bypass Hormuz
Iraq and Syria have agreed to revive an oil pipeline that has been inactive since 2003.…
Iran Claims Tankers Hit by Mines as US Strikes Continue
Iran's Islamic Revolutionary Guards Corps (IRGC) reported that several tankers were damaged by mines in the…
Oil prices rise amid US-Iran hostilities and shipping fears
Oil prices surged on Friday, July 17, as renewed hostilities between the United States and Iran…
US Strikes Iranian Bridges Amid Escalating Gulf Tensions
The United States conducted airstrikes on bridges in Iran on Friday, escalating tensions in the region…