India's crude oil imports from Russia fell by 12% in September. The total reached $4.04 billion,…
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.
Oil Prices Dip as Trump Waives Sanctions on Russian Diesel
Crude oil prices fell on Monday after U.S. President Donald Trump signed an executive order waiving…
Putin Proposes Summit with Trump, Xi on Ukraine Conflict
Russian President Vladimir Putin has suggested a summit with U.S. President Donald Trump and Chinese President…
Ukraine Launches 1,000-Drones Attack on St. Petersburg Oil
Ukraine launched over 1,000 drones at Russia on Sunday. The targets included oil facilities in St.…
UK Profit Warnings Hit Two-Year High Amid Geopolitical Costs
Profit warnings from UK-listed companies rose to 65 in the third quarter. This is the highest…
Ukraine Strikes Russian Oil Facilities with 1,000 Drones
Ukraine launched over 1,000 drones at Russia on Sunday, targeting oil facilities in St. Petersburg. The…
Ukraine Launches Major Drone Strike on St. Petersburg Oil
Ukraine launched a large drone attack on St. Petersburg on Sunday. The operation set fire to…
Ukrainian Drone Attack in St. Petersburg Kills One
A Ukrainian drone attack on St. Petersburg on Sunday resulted in one death and five injuries,…
Ukraine Launches Major Drone Strike on St. Petersburg
Ukraine launched a major drone attack on an oil terminal in St. Petersburg early Sunday. This…
Ukrainian Drone Attack Hits St. Petersburg Oil Facilities
A Ukrainian drone attack hit oil facilities in St. Petersburg on Sunday. This incident resulted in…