Category

Global Affairs

Maritime Risk Inflates True Global Energy Cost
July 28, 2026 Maritime Risk Inflates True Global Energy Cost **While strategic reserve releases push down paper oil futures, soaring war-risk insurance and shipping disruptions are creating a structural price shock in the physical delivery market.** Recent... Read More
Defense Spending Hits Supply Chain Wall
July 27, 2026 Defense Spending Hits Supply Chain Wall Record defense spending commitments in Europe and the U.S. are failing to translate into a proportional increase in military hardware. While headline budgets suggest a massive rearmament, a... Read More
EU Industrial Accelerator Act: EV Supply Chain Backdoor
July 21, 2026 EU Industrial Accelerator Act: EV Supply Chain Backdoor The European Union's ambitious plan to build a protective wall around its clean technology sectors faces a structural vulnerability. On March 4, 2026, the European Commission formally proposed the... Read More
Section 301 Tariffs on Brazil: How the US Rebuilds Its Wall
July 20, 2026 Section 301 Tariffs on Brazil: How the US Rebuilds Its Wall *Brazil's IP-based retaliation could be the bigger story than the tariffs themselves* The temporary tariff regime that has anchored US trade policy since April expires on July 24, 2026. In its place,... Read More
U.S. Tariff Rate Drops to 7.2% as Section 122 Expires
July 19, 2026 U.S. Tariff Rate Drops to 7.2% as Section 122 Expires *A statutory clock, not a policy choice, is about to cut the average U.S. import tariff nearly in half — and importers are already positioning inventory to catch the window.* Starting July 24, 2026,... Read More
Russian LNG Imports to EU Surge Ahead of 2027 Ban
July 18, 2026 Russian LNG Imports to EU Surge Ahead of 2027 Ban **Dek:** A regulation designed to end Russian gas purchases has, in its transition phase, coincided with a short-term rise in Russian LNG deliveries to France and other EU hubs. The mechanism is... Read More
July 3, 2026 Global Affairs Update: Geopolitical Risk and Macro Resilience Global markets are navigating heightened geopolitical complexities, but institutional evidence suggests localized supply chain adjustments rather than a systemic breakdown. Here is the verified data tracking global resilience. Read More
Potential Oil Price Surge as Gaza Ceasefire Wavers
June 30, 2026 Potential Oil Price Surge as Gaza Ceasefire Wavers For Oil futures, the current positioning may indicate upside sensitivity based on entry conditions of Oil price < $90 and risk conditions of Ceasefire breakdown, primarily because Potential for price Read More
US-Iran Tensions Escalate: Impacts on Oil Supply
June 29, 2026 US-Iran Tensions Escalate: Impacts on Oil Supply For Oil futures, the current positioning may indicate upside sensitivity based on entry conditions of Oil prices < $90 and risk conditions of Conflict escalation, primarily because Potential for price Read More
Europe Faces Energy Crisis Amidst Rising Inflation Rates
June 24, 2026 Europe Faces Energy Crisis Amidst Rising Inflation Rates For European equities, the current positioning requires monitoring based on entry conditions of Gas prices stabilize below $4.00 and risk conditions of Gas prices exceed $5.00, primarily because Curre Read More
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