geopolitics
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India’s largest urea purchase in years tests an already strained global market
April 6, 2026 -
From crude to crops to currencies, Iran conflict reshapes prices across every market
April 6, 2026 -
OPEC+ approves output increase that no member can actually deliver
April 6, 2026 -
US fuel exports hit record 3.1 million bpd as World scrambles for supply
April 2, 2026 -
India waives tariffs to fix a shortage its own emergency orders created
April 2, 2026 -
Asia-Pacific governments spend tens of billions a month to hold down fuel prices
April 2, 2026 -
Crude futures understate the worst supply disruption in modern oil history
April 1, 2026 -
March PMI data captures first full month of war’s toll on Asian industry
April 1, 2026 -
Japan and France sign rare earth pact to break Chinese supply grip
April 1, 2026 -
India lets export zones sell domestically as Gulf War disrupts imports
April 1, 2026