Iran Conflict
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Iran war is boosting China’s metal exports and cleantech advantage
May 7, 2026 -
ASEAN confronts an external shock it can no longer ignore
May 7, 2026 -
Europe’s winter gas risk is rising faster than spot prices suggest
May 6, 2026 -
EU reopens the domestic gas question as war exposes import risk
May 6, 2026 -
Asian coal prices rise, but the big gas-to-coal shift has not arrived
May 5, 2026 -
Asian refiners pay wartime premiums for accessible Gulf crude
May 4, 2026 -
OPEC+ signals survival, but Asia’s import collapse shows the real oil crisis
May 4, 2026 -
Investors underprice the physical oil market’s signals
May 4, 2026 -
U.S. LNG becomes Asia’s emergency gas lifeline after Gulf disruption
May 4, 2026 -
Record U.S. exports reveal the strain on global oil supply
April 30, 2026