Iran Israel Ceasefire Eases Oil Market Fears Near Hormuz
When the phased ceasefire between Israel and Iran took hold on June 24–25, 2025, markets that had been roiled by tension finally began to stabilize. For nearly two weeks, the shadow of war lurked over the Strait of Hormuz—a chokepoint that channels roughly one‑fifth of global oil and LNG exports. Investors watched anxiously as every missile […]
Geopolitics Meets Commodities: Strategic Raw Materials in the Age of AI and Conflict
In 2025, the currency of global influence is no longer oil alone. It’s also cobalt, lithium, gallium, and rare earths—critical raw materials powering artificial intelligence, electric vehicles, aerospace, semiconductors, and military technologies. The world is entering an era where access to these strategic commodities determines the balance of power. Unpack how the raw materials like […]