geopolitics
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China’s crude stockpiles show the power of strategic patience
May 21, 2026 -
EU cuts U.S. duties to preserve a fragile trade truce
May 20, 2026 -
Fuel shock gives Europe’s EV market a needed jolt
May 20, 2026 -
Electricity demand is now accelerating the energy transition
May 19, 2026 -
Australia turns to China for jet fuel as war exposes supply weakness
May 19, 2026 -
EU moves to implement U.S. trade deal under Trump’s tariff threat
May 19, 2026 -
Japan and South Korea turn energy security into a shared strategic project
May 19, 2026 -
Bond markets reprice Iran War as an inflation shock
May 18, 2026 -
Iran War saddles global companies with a fast growing cost bill
May 18, 2026 -
U.S.-China summit delivers warm optics, not a strategic reset
May 15, 2026