Iran Conflict
-
U.S. crude surge cannot close Asia’s Hormuz supply gap
June 2, 2026 -
China’s oil reserves let it sit out the price shock
June 2, 2026 -
Europe’s gas security now depends on a difficult refill season
May 22, 2026 -
Crude’s retreat shows demand destruction, not real stability
May 22, 2026 -
China’s steel mills fill the gap left by Iran’s export collapse
May 21, 2026 -
UAE pipeline push turns Hormuz bypass into strategic power
May 21, 2026 -
China’s crude stockpiles show the power of strategic patience
May 21, 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 -
Bond markets reprice Iran War as an inflation shock
May 18, 2026