Global Markets & Trade
The war imposed on Iran and its impact on ASEAN
Higher energy costs, shipping disruption, inflation, fiscal strain, and intensifying great-power pressure are reshaping ASEAN as the war imposed on Iran turns a...
April 22, 2026
The Price of Safe Transit
A ceasefire has frozen the US‑Israel‑Iran conflict but not restored free passage through the Strait of Hormuz. Iran now proposes a per‑vessel toll...
April 21, 2026
The European Union’s Persistent Current Account Surplus: A Structural Autopsy and the Case for Investment-Led Reform
The European Union has run a persistent current account surplus for nearly two decades, not from export strength but because investment collapsed in...
April 21, 2026
AI and the Future of Critical Infrastructure Security
A new generation of frontier AI is changing the balance between attack and defense in cyberspace. As models begin to discover and combine...
April 20, 2026
The Hormuz Shock Is Reordering Energy Power
The disruption of the Strait of Hormuz is doing more than unsettling oil and gas markets. It is accelerating a strategic shift toward...
April 20, 2026
Africa’s Strategic Neutrality Under Energy Shock
The Iran war Africa dynamic is not defined by diplomacy but by exposure. Disruptions in fuel and fertilizer flows linked to the Strait...
March 20, 2026
Iran War and the Strait of Hormuz System Shock
The Iran war Strait of Hormuz crisis is less about closure than collapse of confidence. Limited attacks have already slowed tanker traffic, disrupted...
March 20, 2026
Strait of Hormuz Legal Framework: Iran’s Rights and Revenue
The Strait of Hormuz legal framework sits at the heart of one of the most important debates in international maritime law. It balances...
March 20, 2026
Inside the Iran Crisis: Escalation, Survival, Spillover
The Iran regional escalation is reshaping power balances across the Middle East and beyond. This in-depth analysis examines regime survival, proxy warfare, energy...
March 3, 2026
Middle East Escalation Reshapes Energy Markets and Global Risk Pricing
Escalating conflict in the Gulf has reintroduced a structural risk premium into oil markets. With up to 20% of global crude flows exposed,...
March 2, 2026
