Geopolitics
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How Oil Markets React to Geopolitical Shocks
NEW YORK, July 8 — By the numbers, the oil market’s memory is long and its reflexes are…
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Oil Route at Risk: Strait’s History of Tensions and Threats
TEHRAN, July 8 — A narrow stretch of water between Iran and Oman, the Strait of Hormuz, has…
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Oil Markets React to Geopolitical Shocks: Historical Precedents
LONDON, July 8 — Oil prices surged 6% today as markets priced in the risk of a major…
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Strait of Hormuz Chokepoint Controls Global Oil Supply and Prices
MANILA, July 8 — For communities across Asia that rely on stable energy prices to keep their economies…
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The Strait of Hormuz Calculus Tests Global Energy Security
MANAMA, July 8 — The United States Fifth Fleet, the Navy’s primary combat force across the Persian Gulf…
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Strait of Hormuz Scenarios: Global Oil Supply at Risk
LONDON, July 8 — For all the noise around the geopolitics of the Persian Gulf, the salient point…
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Ceasefire Breakdown Threatens Global Oil Supply Chains
SINGAPORE, July 8 — The global petroleum market is holding its breath, watching a narrow stretch of water…
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Iran’s Strait of Hormuz: 17M Barrels Daily at Economic Risk
WASHINGTON, July 8 — The economic stake in the Strait of Hormuz is enormous, and a new analysis…
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Strait of Hormuz: A History of the World’s Vital Oil Chokepoint
DUBAI, July 8 — The Strait of Hormuz, a narrow waterway connecting the Persian Gulf to the open…
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Strait of Hormuz Chokepoint Handles 20% of Global Oil
MANAMA, July 8 — The Strait of Hormuz remains the world’s most critical oil transit chokepoint, a narrow…
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Russia’s Shadow Fleet Keeps Oil Flowing Amid Sanctions
MOSCOW, July 8 — The shift is subtle but devastating: Ukraine is no longer just fighting Russian troops…
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Ukraine Strikes Threaten Global Oil Prices and Supply
LONDON, July 8 — Against this backdrop of escalating conflict in the Black Sea, Ukraine’s recent strikes on…
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G7 Oil Price Cap: Origins, Enforcement, and Revenue Impact
LONDON, July 8 — The G7 price cap on Russian crude oil, introduced on December 5, 2022, was…
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The Economic Impact: How Oil Revenue Funds Russia’s War Machine
MOSCOW, July 8 — The shift is already underway in the Black Sea and the Baltic, and it…
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Oil Prices Jump Nearly 6% After Trump Ends Iran Ceasefire
WASHINGTON, July 8 — On March 30, 2025, President Donald Trump declared the ceasefire agreement with Iran “over,”…
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Cold War Competition: The Geopolitical Drivers Behind the Space Race
CAPE CANAVERAL, July 8 — The launch pad at Cape Canaveral sits quiet this morning, a concrete monument…
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Novorossiysk: Russia’s Critical Oil Export Hub Under Threat
NOVOROSSIYSK — The black smoke has long since cleared from the waters off Russia’s largest oil export port,…
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OPEC, Futures Markets, and Geopolitics Set Oil Prices
NEW YORK, July 8 — The bottom line: a single statement from President Donald Trump sent oil prices…
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Iranian National Charged in $300,000 Plot to Kill John Bolton
WASHINGTON, July 8 — The figure that matters in the Shahram Poursafi case is $300,000. That was the…
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How the Strait of Hormuz Affects Global Oil Prices and Markets
MUSCAT, July 8 — Global energy markets are watching a narrow stretch of water with renewed concern this…
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Oil Prices Surge 6% After Trump Declares US-Iran Ceasefire Over
WASHINGTON, July 8 — The headline number: 5.8 percent. That is how much Brent crude futures surged on…
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History: U.S.-Iran Tensions and Oil Price Shocks Since 1979
WASHINGTON, July 8 — The 1979 Iranian Revolution sent shockwaves through the global economy that are still reverberating…
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OPEC+ Balances Market Control with Growing U.S. Oil Dominance
WASHINGTON, July 8 — The oil market remains the most sensitive barometer of geopolitical risk in the global…
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Oil Output, Reserves, and Key Chokepoints Face Global Risk
WASHINGTON, July 8 — A 21-mile-wide maritime chokepoint carries roughly one-fifth of the world’s daily oil consumption. That…
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