Hungary's government has launched an investigation into a significant investment deal with Chinese electric vehicle manufacturer…
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. Gas Prices Exceed $4 Amid Renewed Iran Conflict
Gasoline prices in the United States rose above $4 per gallon on Monday, marking the first…
Ukraine’s Defense Industry Faces Uncertainty After Fedorov
Ukrainian President Volodymyr Zelenskyy’s unexpected dismissal of Defense Minister Mykhailo Fedorov has raised concerns about the…
Europe’s Trade Strategy with China Faces New Challenges
Europe is reassessing its trade strategy with China amid rising tensions and economic pressures. The European…
Taiwan reviews PNG LNG imports after office closure
Taiwan is reassessing its liquefied natural gas (LNG) imports from Papua New Guinea (PNG) following the…
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…