4
Financial Times
Energy Markets Under Pressure as US Exports Jump 30%
The global oil market is undergoing a rapid transformation. The recent Iran conflict has disrupted supply chains and accelerated a major shift in trade…
6
Financial Times
Global Energy Rationing Signals Structural Shift in Emerging Markets
The global energy system is entering a period of structural stress. Supply disruptions linked to geopolitical tensions in the Middle East are triggering widespread…
5
Financial Times
Pipelines Over Politics: Gulf Nations Consider Multibillion-Dollar Bypass of Hormuz
The geopolitical volatility surrounding the Strait of Hormuz has prompted a fundamental rethink in the Gulf’s energy logistics. With over 20% of the world’s…
5
Financial Times
Jet Fuel Shock: How Middle East Conflict Is Reshaping Global Aviation
The aviation industry is facing a new storm. A sharp escalation in fuel prices, triggered by conflict in the Middle East, is forcing airlines—especially…
4
Financial Times
Oil Shock 2026: Brent Crude on Track for Largest Monthly Gain Ever
Brent crude, the global oil benchmark, is on track for its largest monthly increase since its futures were introduced in 1988. As of March,…
4
Financial Times
Yen and Rupee in the Spotlight as Asia Confronts Oil-Driven Currency Stress
As commodity prices soar and capital flows shift, two of Asia’s largest economies — Japan and India — are taking unprecedented steps to defend…
4
Financial Times
The Fertiliser Shock: Will It Trigger a Global Food Emergency?
As geopolitical tensions mount in the Gulf region, global food security is facing an escalating threat — not from grains directly, but from a…
