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The Part of the Insurance Crisis Nobody Is Writing About

The world is watching oil prices. Traders are watching tanker traffic. But inside global insurance companies right now, something else is quietly breaking. Brent crude has surged above $89 per barrel as geopolitical conflict disrupts shipping routes through the Strait of Hormuz – a chokepoint carrying roughly one-fifth …

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U.S.-Israel War on Iran at the Crossroads

The United States is back, enforcing military power jointly with Israel. In front of the global audience, word combinations and special phrases were raised in support for the Islamic Republic of Iran in the Arab world. An undeniable military action, killing the Supreme Leader of the Islamic Republic …

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How the Iran War Is Destabilizing the Global Economy

The war launched by U.S. President Donald Trump and backed by Israeli Prime Minister Benjamin Netanyahu against Iran is often framed as a military confrontation or a strategic gamble in the Middle East. But its most immediate battlefield may not be Tehran or the Gulf. It is the …

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How the Iran War Tests China’s Middle East Strategy

Sana Khan The war involving the United States, Israel and Iran represents one of the most significant geopolitical crises confronting China’s Middle East policy in recent decades. For Beijing, the conflict is not merely a regional security crisis but a structural challenge to a strategy that has relied …

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Europe Gas Recovery Faces Setback

Europe began 2026 with a surge in gas-fired electricity production, raising hopes among liquefied natural gas exporters that the region was regaining its previous appetite for natural gas. Utilities in the largest European markets increased generation to multi-year highs during the early months of the year. Despite this …

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Russia Is Not Watching Iran — It Is Exploiting It

Ivan Turulin The bombing of Iran by the United States and Israel did not produce an instant collapse of the ayatollah regime and has created the risk of a prolonged escalation in the Middle East, with no clear U.S. exit strategy from this conflict. Russia, for which Iran …

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Alone Under Fire: Iran’s Partners Step Back as War Intensifies

As the war between Iran and the U.S.–Israeli alliance intensifies, Tehran finds itself increasingly isolated on the global stage. The killing of Iran’s Supreme Leader, Ali Khamenei, and a sustained bombing campaign by the United States and Israel have placed Iran under immense military pressure. In response, Tehran …

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How Materials, Infrastructure, and Geopolitics Redefine the 2030 Energy Transition

And while grid physics remains the starting point, the innovations shaping the 2030 landscape extend far beyond conductors and transmission lines. The energy transition of the early 2020s was framed as a moral and political imperative. But from 2026 onward, the debate shifts decisively. The center of gravity …

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The Factors Buffering Emerging Markets from Middle East Shocks

Emerging markets have faced significant challenges due to a rush of cash out of risk assets, particularly after the escalation of conflict in the Middle East. The U. S. and Israel’s military actions against Iran have led to steep declines in emerging market currencies and stocks, resulting in …

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