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
Tag: oil
America Has No Good Options in Iran
U.S. President Donald trump needs a strong off-ramp. Can he get one? Read More Here
Over 40 Middle East Energy Assets ‘Severely Damaged,’ IEA Says
More than 40 energy assets across nine countries in the Middle East have been “severely or very severely” damaged by the war, potentially prolonging disruptions to global supply chains. Read More Here
Global markets brace for rate hikes as Iran war and US$100 oil stoke tightening fears
The European Central Bank has become more hawkish, reverting to wording that analysts say often precedes interest-rate increases. Read More Here
The Hormuz crisis is about much more than oil
Approximately one-third of globally traded urea transits the Strait of Hormuz. The Middle East collectively exports 21 to 22 million tonnes of urea annually, accounting for roughly 40 per cent of global seaborne trade in the commodity. Read More Here
How Quickly Can Qatar Restart the World’s Largest LNG Export Hub?
QatarEnergy has declared force majeure on LNG exports after shipping through the Strait of Hormuz halted. Global gas markets face a significant supply shock, with European and Asian prices surging nearly 50%, while U.S. LNG exports have little spare capacity to replace the lost Qatari supply. Read More Here How the Iran War Is Disrupting […]
Killing Khamenei was easy — toppling Iran’s regime is not
Founders designed Islamic Republic to survive decapitation, and Khamenei’s martyrdom means a hardliner will replace him. Read More Here
Trump’s Way of War
Iran, Venezuela, and the end of the Powell Doctrine. Read More Here
Ayatollah Khamenei’s Deadly Legacy
Ayatollah Ali Khamenei’s authority rested on a mix of religious legitimacy, military loyalty, and economic control, all anchored within constitutional mechanisms that concentrate power while preserving the outward appearance of legality. Read More Here
India’s Risks in the Iran Conflict Go Way Beyond Oil
Oil trade through the Strait of Hormuz is at a standstill, and a prolonged blockade could widen India’s current account deficit and ignite inflation. Read More Here
looking beyond borders 