Middle East

Hormuz Truce Fails to Quell Fuel Fears: IATA Warns of Months-Long Supply Snag

https://twitter.com/AlmaANET25/status/2041782097908789395 IATA Director General Willie Walsh warning that jet fuel supply restoration in the Middle East will require months even…

2 semaines ago

De Facto Tolls Solidify: Iran Moves to Formalize Strait of Hormuz Fees and Transit Bans

The Brent oil market shows an extreme divergence between the paper price (futures contracts) at $109 and the physical price…

3 semaines ago

Energy lockdown risk dynamics post US-Iran conflict

Multi-engine analysis suggests that the closure of the Strait of Hormuz, leading to a supply shock of 20 Mb/d (20%…

4 semaines ago

Implications géopolitiques et macro-financières de la Stratégie de Défense Nationale (NDS) de 2026 telle que présentée

La Stratégie de Défense Nationale (NDS) du 23 janvier 2026 introduit une rupture dans la modélisation des risques souverains américains.…

3 mois ago