geopolitics
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Emergency SPR release buys time, not a reopening of Gulf flows
March 12, 2026 -
China slams shut fuel exports as Iran conflict threatens supply
March 12, 2026 -
Ras Laffan goes silent, Qatar LNG exports halt five days
March 11, 2026 -
Private credit’s first real stress test is underway
March 11, 2026 -
Iran conflict inflation shock tests the plumbing of market-based finance
March 11, 2026 -
India’s small steel mills face gas cuts as LNG shock spreads
March 11, 2026 -
LME aluminium cancellations surge as Gulf shock turns into physical shortage
March 11, 2026 -
Southeast Asia refineries shift into crisis mode as Hormuz paralysis bites
March 11, 2026 -
Diesel becomes the conflict’s fastest route into global inflation
March 11, 2026 -
Stranded tankers expose Japan’s Middle East energy dependence
March 11, 2026