No, Mr Bessents: Hormuz Is the Infrastructure the Gulf Cannot Replace
Scott Bessent believes the Strait of Hormuz could become almost irrelevant within two years. Qatar disagrees. The argument matters because it goes to the heart...
Tag: qatar
The Middle East’s Great Reordering: War, Energy and the Nuclear Race
The Middle East is no longer experiencing a series of disconnected crises. What initially appeared to be a military confrontation between the United States and...
From Hormuz to the Red Sea: The Global Supply Chain Comes Under Siege
Wars rarely remain confined to the battlefield where they begin. They evolve, adapt and seek new points of pressure. What started as a confrontation over...
The War Has Found a Second Chokepoint
For months, the Strait of Hormuz has dominated the global energy story. Investors have focused on whether Iran could close the passage, whether the United...
The New Middle East
The latest twist in Washington’s strategy towards Iran perfectly illustrates the strategic confusion that now surrounds the Middle East. Only twenty-four hours after announcing a...
The Hormuz Illusion Is Over
Barely weeks after the announcement of a fragile US-Iran ceasefire, the Middle East is once again reminding markets that geopolitical agreements and lasting peace are...
Hormuz: The Ceasefire That Never Was
Barely weeks after Washington and Tehran announced what was presented as a breakthrough interim peace agreement, events in the Strait of Hormuz have once again...
Oil Market, The Illusion of Normality
Following the dramatic events of recent months, financial markets have rapidly concluded that the energy crisis is over. Oil prices have fallen sharply from their...
The Price of Peace
Markets celebrated the announcement of the interim agreement between the United States and Iran as though geopolitical risk had suddenly disappeared. Investors immediately priced the...