Geopolitics

19 articles

European Union flag looking strained against a backdrop of oil tankers and pipelines, symbolizing the challenge of circumventing Russian oil import bans.
Mid-Market Dynamics

EU confronts persistent Russian oil import circumvention

So far this year, the European Union has imported nearly €1 billion worth of fuel refined from Russian crude via third countries, despite its own ban.

Rafael Montoya·June 27, 2026
President Donald Trump demanding loyalty and warships from hesitant NATO allies for a conflict in the Strait of Hormuz against Iran.
Corporate Strategy

Trump demands loyalty from NATO allies

President Donald Trump warned NATO allies that the U.

Rafael Montoya·June 25, 2026
US and Iranian naval vessels in the Strait of Hormuz, connected by a digital hotline symbolizing de-escalation and secure shipping.
Corporate Strategy

US and Iran establish hotline to secure Strait of Hormuz

On Sunday, only 12 vessels dared to cross the Strait of Hormuz, a stark drop from 35 the previous day, according to Aljazeera .

Siobhan O'Malley·June 24, 2026
US Navy warships escorting a large cargo ship through the Strait of Hormuz, asserting freedom of navigation.
Corporate Strategy

US Forces Ensure Passage After Iran Claims Hormuz Strait Closure

For the first time in 110 days, major international shipping companies are moving vessels through the Strait of Hormuz, defying Iran's declared closure.

Ethan Caldwell·June 23, 2026
Tourists enjoying a sunny beach resort in the Eastern Mediterranean, showcasing a surge in bookings despite global travel challenges and geopolitical concerns.
Finance & Markets

Eastern Mediterranean Bookings Surge Amidst Global Travel Decline

Even as the Iran crisis escalates, holiday bookings to parts of the Eastern Mediterranean are surging.

Rafael Montoya·June 21, 2026
Vast agricultural field under a bright sun, with a hand holding soil, symbolizing the impact of global events on farming.
Venture & Growth

Fertiliser Prices Drop as Middle East Disruption Fears Ease

Urea, a key nitrogen fertilizer, has plummeted to its lowest price this year, trading at $340 a short ton for July.

Rafael Montoya·June 20, 2026
Royal Marine Commandos boarding a sanctioned Russian oil tanker, the Smyrtos, in the English Channel during a maritime enforcement operation.
Corporate Strategy

British forces to intercept sanctioned Russian oil tanker

Royal Marine Commandos and law enforcement officers are set to board and seize the sanctioned Russian shadow fleet oil tanker Smyrtos in the English Channel in 2026.

Rafael Montoya·June 14, 2026
A symbolic representation of a broken futuristic fighter jet blueprint, signifying the collapse of the joint German-French defense program.
Venture & Growth

Germany, France End Joint Fighter Jet Program Amidst Disagreements

A €100 billion project to build Europe's next-generation fighter jet system has collapsed, leaving France, Germany, and Spain without a unified path forward for their future air combat capabilities.

Rafael Montoya·June 13, 2026
Donald Trump's silhouette in discussion over a $100 billion Venezuelan oil deal, with a refinery and stormy sky in the background.
Finance & Markets

Donald Trump pursues $100B Venezuelan oil deal amid global race

Donald Trump's private company, Trump Organization, has reportedly engaged in preliminary talks for a $100 billion investment to revive Venezuela's oil industry, a move that could inject substantial c

Ethan Caldwell·June 13, 2026
Oil tanker transiting the Strait of Hormuz under tense military watch amidst geopolitical escalation.
Finance & Markets

Iran closes Hormuz Strait after US strikes

The Jordanian Army stated its air defenses intercepted and shot down 20 missiles fired from Iran toward its Azraq area, signaling a rapid and dangerous escalation following US strikes.

Rafael Montoya·June 11, 2026
US Army AH-64 Apache helicopter crashes in the Strait of Hormuz after colliding with an Iranian drone, leading to military strikes.
Venture & Growth

US, Iran exchange fire after drone-helicopter collision

An Army AH-64 Apache attack helicopter went down in the Strait of Hormuz after colliding with an Iranian drone, triggering immediate retaliatory strikes from both Washington and Tehran.

Rafael Montoya·June 10, 2026
Symbolic image of a dismantled futuristic fighter jet blueprint, representing the canceled joint project between Germany and France, with leaders looking away from each other.
Corporate Strategy

Germany and France scrap joint fighter jet project

After years of complex industrial negotiations and significant political investment, a single discussion between German Chancellor Friedrich Merz and French President Emmanuel Macron sealed the fate o

Ethan Caldwell·June 10, 2026
Global oil market facing a severe supply crunch with tankers navigating a tense Strait of Hormuz under stormy skies, symbolizing impending price shocks.
Mid-Market Dynamics

Analysts Warn of Impending Oil Market Supply Crunch

Supply losses from the Strait of Hormuz disruption have exceeded 1 billion barrels, marking the most severe disruption in oil market history.

Ethan Caldwell·June 9, 2026
A tense NATO command room scene with maps and holographic displays, symbolizing the potential for new US nuclear arms deployments in Europe.
Corporate Strategy

US Considers New European Nuclear Arms Deployments

After decades of reducing its nuclear footprint in Europe to just five countries and an estimated one hundred bombs, the United States is now discussing deploying these weapons to additional NATO stat

Siobhan O'Malley·June 2, 2026
A shadowy figure interfaces with a glowing AI, symbolizing Iran's military leveraging ChatGPT for cyber attacks and influence operations.
Corporate Strategy

Iran military leverages ChatGPT for cyber attacks and influence

An Iranian group, Storm-2035, exploited ChatGPT to generate content for influencing the US presidential election, according to The Guardian .

Rafael Montoya·May 31, 2026
The Qatari LNG tanker Al Sahla transiting the Strait of Hormuz, en route to China, under a dramatic sky.
Corporate Strategy

Qatari LNG tanker Al Sahla transits Strait of Hormuz for China

The Qatari LNG tanker Al Sahla is transiting the Strait of Hormuz today, marking only the third such passage since late February 2026.

Siobhan O'Malley·May 25, 2026
A futuristic long-range missile under construction in a collaborative European defense facility, with subtle national symbols representing France, the UK, and Germany.
Corporate Strategy

France Seeks to Join UK-German Long-Range Missile Production

France seeks to join a joint German-British plan to develop new long-range precision strike missiles, capable of travelling over 2,000 kilometers.

Ethan Caldwell·May 22, 2026
A large oil tanker ship sailing through rough seas under a stormy sky, with the UK coastline faintly visible in the distance.
Mid-Market Dynamics

UK eases sanctions on Russian diesel and jet fuel imports

Petrol prices in the UK have surged to their highest point since December 2022.

Rafael Montoya·May 20, 2026
European oil refineries at dusk with a passenger jet on the tarmac, symbolizing an impending jet fuel shortage and its impact on aviation.
Corporate Strategy

European refiners face jet fuel shortage amid geopolitical shifts

Despite global jet fuel supply being at 88% of pre-war levels, European airlines are bracing for potential shortages as early as late June.

Ethan Caldwell·May 18, 2026