China's liquefied natural gas (LNG) imports increased by 8.3% year-on-year in June, reaching 5.68 million tons,…
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 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…
Ryanair profits drop 34% as Iran conflict raises fuel costs
Ryanair reported a 34% decline in pre-tax profits to €593 million for the period between April…
Oil prices surge as US-Iran conflict escalates, hits $90.95
Oil prices increased on Monday as hostilities between the US and Iran intensified, raising concerns about…
China to conclude Trip.com antitrust probes this week
China's State Administration for Market Regulation (SAMR) is expected to conclude its antitrust investigations into Trip.com…
Ikea’s Parent Firm to Sell Eight Retail Sites in China
Ikea's parent company, Ingka Group, is set to sell eight retail properties in mainland China, marking…
China’s Rare Earth Magnet Exports to US Down 20% in 2025
China's exports of rare earth magnets to the United States fell by 20% in the first…
LNG Shipments Halt as Strait of Hormuz Conflict Escalates
Exports of liquefied natural gas (LNG) through the Strait of Hormuz have come to a standstill…