The Iran Stalemate Could Be the Next Oil Supercycle Trigger
Oil prices could rise sharply in the second half of the year, as emergency stockpiles are depleted, global inventories fall, and Middle Eastern supply disruptions persist. Read More Here
Tag: oil
The Trump-Xi Summit: An Analysis
When the Air Force One lifted off from Beijing Capital International Airport on the morning of May 15, 2026, the question hanging over the departure was the same one that has followed every US-China summit in the post-engagement era: what, concretely, was achieved? The answers, delivered since, have turned out to be familiar — a […]
The Iran War will drain the Gulf’s $6trn treasure chest
The conflict complicates life for the custodians of Middle Eastern oil fortunes. Read More Here
America Has Lost the Arab World
Wars in Gaza, Iran, and elsewhere have Sunk Washington’s reputation—maybe for good. Read More Here
A new regional order for the Strait of Hormuz
The GCC and Iran can come up with a new security architecture for the Strait of Hormuz that can give Trump an off-ramp. Read More Here
Africa Could Emerge As The Biggest Winner In Iran War
African energy producers are gaining an advantage as safer, more reliable alternatives, attracting European and Asian buyers. Africa’s LNG sector is set for major growth, with capacity expected to more than double by 2040, supported by large projects and new infrastructure. Read More Here
Will the energy crisis hit global economy harder than Covid?
Emergency reserves are cushioning the blow for now, but if Iran war drags on, shortages will quickly spread misery worldwide. Read More Here
Iran’s dilemma in war and peace
As conflict intensifies, Iran faces mounting pressure abroad and deepening constraints at home, revealing the limits of its regional strategy and its capacity to sustain escalation without full-scale war. Read More Here
Hormuz blockade may herald end of American globalisation
Iran’s blockade testing limits of US maritime supremacy while opening the way for China’s rival vision of global connectivity. Read More Here
America Has No Good Options in Iran
U.S. President Donald trump needs a strong off-ramp. Can he get one? Read More Here
looking beyond borders 