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5 issues to watch for 2017 in the Muslim World
A kinetic escalation between Washington and Tehran has fractured the semiconductor supply chain. Beyond oil markets, the real casualty is the hyper-concentrated infrastructure required for the global artificial intelligence arms race.
23 Jul 2026
Washington’s shift from policing trade to active naval interdiction in the Hormuz and Red Sea marks the death of the neoliberal maritime order. We explore the rise of fragmented, mercantilist protectionism.
21 Jul 2026
Rising capital costs and energy volatility are fracturing the European aviation market. As national carriers retreat to core hubs, peripheral regions lose connectivity, eroding the European Union’s soft power and internal economic cohesion.
20 Jul 2026
As conflict in the Persian Gulf paralyses Iranian exports, Washington is quietly engineering a structural rehabilitation of Venezuela’s oil sector. This isn’t a moral shift, but a cold calculation to survive a post-Iranian supply shock.
11 Jul 2026
Conventional wisdom expects a regional war to spark an inflationary oil spike. Instead, global capital is pricing in a massive demand destruction event, marking a structural shift in how markets value geopolitical risk and energy security.
10 Jul 2026
Emerging markets are weaponising their breadbaskets to create a new form of mutuality. This agricultural interdependence now functions as a modern deterrent, forcing great powers to calculate the cost of disruption through the lens of domestic stability.
25 Jun 2026
