When Brent crude crossed $126 per barrel in early March 2026, the world took notice. Oil ministers convened. Finance ministries scrambled. But in the warehouses of urea traders in Kandla, in the paddy fields of...
Wars are fought on battlefields, but their deepest economic consequences are often felt far beyond them. Long before military conflicts subside, commodity markets—including energy—become unsettled, shipping routes grow uncertain, and financial markets in India and...
The Strait of Hormuz, a narrow 33-km-wide passage linking the Persian Gulf to the Gulf of Oman, serves as the world’s most critical energy chokepoint, far beyond mere geography. Handling about 20% of global oil...
The Iran war could end soon or drag on for much longer. Whenever the Strait of Hormuz is reopened, the true test will be how quickly energy, fertilizer and other supply chains can bounce back....
As Trump dials up pressure on Europe to guard the Strait of Hormuz, Russia is taking advantage of the rise in energy prices to the detriment of Ukraine and its allies in Europe. US President Donald...
