Jet.AI Inc. (NASDAQ:JTAI) announced plans for a merger valued at approximately $320 million, leading to a…
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.
Iran’s Control Over Strait of Hormuz Sparks Global Trade
The ongoing conflict involving Iran has escalated into a struggle for control over the Strait of…
Iranian Oil Tankers Seek Refuge in Pakistan Amid US Blockade
Two tankers carrying a combined 1 million barrels of Iranian crude oil have redirected to Karachi,…
Global Refining Capacity Down 10% Amid Supply Chain Crisis
Approximately 10% of global refining capacity is currently offline due to a combination of geopolitical tensions…
Nomura Warns India Oil Imports Vulnerable Amid Tensions
Nomura has warned that over 50% of India's oil imports are vulnerable due to rising geopolitical…
China’s First-Tier Home Prices Rise for Fourth Month in July
China's first-tier home prices increased by an average of 0.1% in June, marking the fourth consecutive…
China’s GDP Grows 4.3% in Q2, Missing Expectations
China's economy grew by 4.3% in the second quarter of 2026, according to data released by…
Grasim Acquires Sprng Energy for $1.8 Billion Deal
On Monday, Aditya Birla Renewables announced the acquisition of Sprng Energy from Shell Plc for an…
Iran Prepares to Challenge US Naval Blockade in Hormuz
Iran is reportedly preparing to test the United States' naval blockade of its ports, with 23…
China Increases US Treasury Holdings Amid Geopolitical
China increased its holdings of U.S. Treasuries to $659.3 billion in May, up from $651.1 billion…