Click outside menu or press ESC to close
Energy & Commodities · Aug 16, 2026 · 5 min read
Minamitorishima is about 1.51 square kilometres of flat Pacific land, roughly the size of Tokyo’s Imperial Palace grounds, some 1,950 kilometres southeast…
Read more →
Geopolitics · Jul 13, 2026 · 7 min read
OpenAI holds the strongest disclosed consumer position, Anthropic is scaling fastest in enterprise AI, Google has assembled the broadest integrated stack, Microsoft…
Read more →
Geopolitics · Jul 2, 2026 · 6 min read
The United States has declined to renew the United States Mexico Canada Agreement in its current form, shifting North America's core trade…
Read more →
Geopolitics · Jun 8, 2026 · 6 min read
Oil prices surged sharply on Monday as renewed tensions in the Middle East revived fears of potential disruption to global energy flows…
Read more →
Geopolitics · Jun 3, 2026 · 6 min read
USTR proposes new Section 301 tariffs on 60 trading partners — 10% on economies with partial forced labor regimes, 12.5% on others.…
Read more →
Geopolitics · Jun 2, 2026 · 6 min read
The Russian ruble has strengthened to around RUB 71.55/USD as of 2 June 2026. The move reflects higher commodity inflows, a 14.50%…
Read more →
Bahrain · Jun 2, 2026 · 6 min read
A Hormuz disruption is a resilience test, not a uniform shock. Oman has geographic flexibility, Saudi Arabia and the UAE have alternative…
Read more →
Energy & Commodities · May 30, 2026 · 5 min read
Asian rice prices reportedly surged around 20% in May, as war-related supply chain disruption and worsening weather risks pressured one of the…
Read more →
Energy & Commodities · May 27, 2026 · 3 min read
Russian crude exports are moving close to their highest levels of 2026 as disruption around the Strait of Hormuz reshapes global oil…
Read more →
Minamitorishima is about 1.51 square kilometres of flat Pacific land, roughly the size of Tokyo’s Imperial Palace grounds, some 1,950 kilometres southeast of the capital. What gives it weight is the exclusive economic zone it generates — approximately 430,000 square kilometres, larger than Japan’s entire landmass — and what lies beneath the seabed within it….
OpenAI holds the strongest disclosed consumer position, Anthropic is scaling fastest in enterprise AI, Google has assembled the broadest integrated stack, Microsoft and Amazon command distribution and infrastructure, Nvidia remains the largest financial beneficiary, and China has sharply narrowed the frontier-model gap. Artificial intelligence is no longer one race but several interlocking contests. The AI…
The United States has declined to renew the United States Mexico Canada Agreement in its current form, shifting North America’s core trade framework into a period of annual reviews and heightened policy uncertainty. The pact remains in force, but the decision removes the cleaner outcome sought by Canada and Mexico, a straight 16 year extension…
Oil prices surged sharply on Monday as renewed tensions in the Middle East revived fears of potential disruption to global energy flows through one of the world’s most critical oil transit corridors. Brent crude moved close to US$98 per barrel, while West Texas Intermediate traded near US$95 per barrel, with both benchmarks rising by nearly…
USTR proposes new Section 301 tariffs on 60 trading partners — 10% on economies with partial forced labor regimes, 12.5% on others. Comments due July 6, hearings begin July 7. Major exemptions for food, raw materials and strategic inputs.
The Russian ruble has strengthened to around RUB 71.55/USD as of 2 June 2026. The move reflects higher commodity inflows, a 14.50% policy rate against 5.6% inflation, capital controls and lighter Finance Ministry FX purchases — a powerful but distorted mix.
A Hormuz disruption is a resilience test, not a uniform shock. Oman has geographic flexibility, Saudi Arabia and the UAE have alternative pipelines, Kuwait and Qatar have powerful financial buffers, and Bahrain benefits from GCC integration.
Asian rice prices reportedly surged around 20% in May, as war-related supply chain disruption and worsening weather risks pressured one of the world’s most important food staples and reignited food security concerns across import-dependent economies.
Russian crude exports are moving close to their highest levels of 2026 as disruption around the Strait of Hormuz reshapes global oil trade. The shift is increasing demand for alternative barrels, with India emerging as the clearest near term driver of Russian crude flows. The latest tanker tracking data shows average Russian crude shipments over…