World economy

US-Iran tensions escalate ahead of Trump’s China summit

By Axel Miller | 07 May 2026

US-Iran tensions around the Strait of Hormuz continue to pressure oil and shipping markets as Beirut strikes and diplomatic uncertainty fuel regional instability.

Asia accelerates electrification as oil supply risks reshape energy strategy

By Axel Miller | 30 Apr 2026

Asia is accelerating electrification amid oil supply risks, with strong growth in electric two-wheelers and battery storage systems.

Rising fuel costs narrow gap between jet fuel and SAF in 2026

By Axel Miller | 29 Apr 2026

Jet fuel price surge is narrowing the gap with sustainable aviation fuel. Explore how policy support and supply risks are shaping green aviation.

The fragile spike in Russia’s energy revenues masks widening fiscal pressure in 2026

By Cygnus | 27 Apr 2026

Russia’s energy revenues are expected to rise in May 2026, but broader fiscal pressures persist due to pricing discounts, sanctions effects, and widening budget deficits.

The sovereign shift as Asia accelerates industrial realignment amid global tensions

By Cygnus | 27 Apr 2026

Asia is accelerating investments in defense, sovereign AI, and energy transition as geopolitical risks reshape global supply chains and industrial strategy.

The fertilizer scissors effect as 2026 geopolitical tensions squeeze farmers globally

By Cygnus | 27 Apr 2026

Fertilizer prices are rising in 2026 while crop prices soften, creating a “scissors effect” for farmers. Explore the global supply squeeze and food security risks.

Global energy markets under strain as Hormuz risks raise supply concerns

By Cygnus | 24 Apr 2026

Rising tensions around the Strait of Hormuz are impacting global oil markets. Learn how supply risks, price premiums, and energy security concerns are evolving.

India manufacturing PMI rises to 55.9 in April as supply chain shift boosts factories

By Axel Miller | 23 Apr 2026

India manufacturing PMI rises to 55.9 in April 2026, driven by stronger demand, supply chain shifts and rising job creation.

Russia–Kazakhstan oil transit uncertainty raises concerns for Germany’s supply chain

By Cygnus | 21 Apr 2026

Kazakh oil flows to Germany via the Druzhba pipeline face uncertainty as geopolitical tensions highlight Europe’s energy transit risks.

US and partners explore critical mineral investments in Congo amid supply chain shifts

By Axel Miller | 20 Apr 2026

The US and its partners are increasing engagement in Congo’s critical minerals sector, with infrastructure projects like the Lobito Corridor supporting supply chain diversification.

IEA flags tight jet fuel supply risk as aviation sector faces rising cost pressure in 2026

By Axel Miller | 17 Apr 2026

The IEA warns of tightening jet fuel markets amid refining constraints and supply chain pressures, raising costs for global aviation in 2026.

A tale of two energies: how geopolitical tensions exposed Asia’s fossil fuel vulnerability

By Cygnus | 16 Apr 2026

Rising geopolitical tensions expose Asia’s reliance on fossil fuels. Discover how solar energy is emerging as a cost-effective and secure alternative.

China urges Iran to ensure navigation safety in Strait of Hormuz

By Cygnus | 16 Apr 2026

China asks Iran to maintain safe navigation in the Strait of Hormuz as tensions rise. Here’s what it means for global oil supply and trade.

The Hormuz hedge: how energy insecurity is accelerating global clean-tech adoption

By Cygnus | 13 Apr 2026

Middle East energy tensions and oil price volatility are accelerating global clean-tech adoption, strengthening EV and battery supply chain investments worldwide.

Iranian oil flows to India remain uncertain amid sanctions signals and market volatility

By Axel Miller | 13 Apr 2026

Indian refiners are evaluating Iranian crude options amid rising oil prices, but sanctions and compliance risks continue to limit any confirmed return of imports.

Global energy shock raises multi-sector risks for India’s economic recovery

By Axel Miller | 13 Apr 2026

Rising oil prices and West Asia tensions are impacting India’s economy beyond fuel, driving inflation risks across fertilizers, FMCG, and supply chains.

India Allows Limited Flexibility for Oil Shipments Amid Hormuz Disruptions

By Axel Miller | 10 Apr 2026

India introduces temporary flexibility for oil shipments amid Strait of Hormuz disruptions while maintaining compliance with global sanctions.

Climate Risks Shift from Insurance Challenge to Broader Financial Stability Concern: MSCI Institute

By Cygnus | 08 Apr 2026

A new MSCI Institute report highlights growing climate risks for insurers, rising catastrophe losses, and implications for infrastructure financing.

US and Iran review ceasefire proposal as Trump warns of escalation over Hormuz disruption

By Cygnus | 06 Apr 2026

US and Iran review ceasefire proposal as Trump warns of escalation if Strait of Hormuz disruptions continue, raising global oil supply concerns.

Oil tanker hit near Dubai as Iran tensions escalate, pushing oil prices higher

By Cygnus | 31 Mar 2026

Oil tanker hit near Dubai amid Iran tensions, pushing oil prices higher and raising risks to global energy supply and markets.

Digital tariffs loom as WTO e-commerce moratorium expires, raising risks for global trade

By Cygnus | 30 Mar 2026

WTO e-commerce moratorium expires after talks stall, raising the risk of digital tariffs that could impact global trade and tech margins.

India cuts petrol and diesel excise duties as oil prices surge

By Axel Miller | 27 Mar 2026

India cuts petrol and diesel excise duties and adds export taxes as oil prices surge, aiming to curb inflation and secure fuel supply.

China restricts Manus co-founders’ travel amid Meta deal review

By Cygnus | 25 Mar 2026

China bars Manus co-founders from leaving during review of Meta’s $2–3 billion AI deal, highlighting tighter tech investment scrutiny.

India Monitors Iranian Oil Developments Amid Global Supply Concerns

By Cygnus | 24 Mar 2026

India is monitoring global oil supply trends, including developments around Iranian crude, as geopolitical risks continue to influence energy markets.

Asia’s Russian fuel imports poised to hit record high after U.S. sanctions waiver

By Axel Miller | 19 Mar 2026

Asia is set to import over 3 million tonnes of Russian fuel oil in March 2026 after a U.S. waiver allows stranded cargoes at sea to reach ports, providing temporary relief to high-sulphur fuel oil markets.