Intelligence analyses covering volatility across geopolitics, cybersecurity, finance, and technology domains.
4 analyses
Tanker Shipping Decoupling from Oil Prices
Energy shock frequency has fundamentally changed
The ongoing Middle East crisis is exposing dependence on fossil fuels from regions affected by conflict.
Investors have become desensitized to geopolitical shocks, yet this apparent resilience masks a critical structural vulnerability: sustained elevated oil prices may prove more damaging than a spike.