energy crisis

  The conflict in the Middle East and the disruption of shipping through the Strait of Hormuz have sent shockwaves through global gas markets. Before the war, around a fifth of global liquefied natural gas (LNG) trade transited through the strait, largely from Qatar, the world’s second-largest LNG exporter after the United States. The first […]

The latest escalation in the Middle East came as a shock to global oil markets. Tensions had been rising, particularly following the largest United States military buildup in the region since the first Gulf War. Markets were increasingly factoring in the possibility of military action, albeit largely assuming a limited event. What followed went well […]

  Global markets are witnessing a powerful resurgence in the prices of minerals and industrial metals, with several key materials recording triple-digit annual gains and others entering the early stages of a sustained upward trajectory. Prices for lithium, cobalt and rhodium have surged by over 100 percent, 60 percent and 97 percent, respectively, over the […]

  Over the past two years, European policymakers have embraced the term “de-risking” to describe the continent’s recalibrated relationship with China. While the European Union considered China a “systemic rival” in 2019, the bloc no longer seeks full “decoupling,” but aims to reduce exposure in sectors deemed strategic for security and competitiveness. The underlying concern […]