geopolitics
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Iran conflict crushes oil consumption today, but could entrench it tomorrow
April 22, 2026 -
Aluminium shock turns into a wider industrial supply crisis
April 22, 2026 -
Gas forum warns Iran conflict could permanently damage LNG demand
April 22, 2026 -
Gulf War reroutes alumina to China, reshaping aluminium market
April 21, 2026 -
China turns to record US ethane imports as Gulf feedstocks falter
April 20, 2026 -
EU rethinks jet fuel strategy as Gulf supply looks less secure
April 20, 2026 -
US fertilizer supply is being pulled overseas by a wartime price surge
April 20, 2026 -
Netherlands activates first energy crisis stage as fuel markets distort
April 20, 2026 -
Hormuz has revived Asia’s fear of the Malacca chokepoint
April 17, 2026 -
U.S. oil stays relatively calm as Europe and Asia pay scarcity prices
April 17, 2026