The New Global Energy Shock: Rising Oil Prices, Supply Chain Chaos, and the Future of International Trade

Summary The global economy is currently facing a powerful and deeply interconnected disruption widely described as a new global energy shock. Unlike previous crises that were limited to specific regions or sectors, this shock is spreading across the entire global system, influencing energy markets, transportation networks, manufacturing supply chains, inflation levels, and international trade flows […]
One of the Largest Energy Shocks in History Shows No Signs of Abating: Mapping the Global Impact of the Strait of Hormuz Closure

Summary The world is experiencing one of the most consequential energy disruptions in modern economic history as uncertainty around the Strait of Hormuz closure continues to send shockwaves through global markets. What initially emerged as a geopolitical and regional security concern has evolved into a broader challenge affecting economies, industries, governments, and consumers worldwide. The […]
Supply Chain Shock 2.0: Why Tariffs on REEs Could Disrupt Tech and Defense

History tells us that the world economy can be shaken not only by wars or pandemics but by something as simple as restrictions on critical resources. Oil shocks defined the 1970s. Semiconductor shortages rattled the 2020s. Now, as of late 2025, rare earth elements (REEs) are emerging as the flashpoint of what many are calling […]