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Oil markets need Trump and Xi to find a Hormuz exit
May 14, 2026 -
India’s rupee slide shows the macro cost of the Iran War
May 14, 2026 -
Hormuz shock exposes hidden energy and chemical risks in chips
May 13, 2026 -
Guangdong becomes China’s test case for energy security stress
May 13, 2026 -
China’s AI hardware boom is running into supply chain limits
May 13, 2026 -
Germany’s winter gas risk returns as storage refill incentives falter
May 13, 2026 -
Washington moves to finance the parts needed for a nuclear revival
May 13, 2026 -
U.S. LNG cargoes to China test energy as a Trump-Xi deliverable
May 13, 2026 -
India pays up for DAP as war tightens fertilizer markets
May 13, 2026









