Category: Geopolitical
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The Saudi East-West Pipeline Attack: Oil Loses Its Bypass and Finds Its Ceiling
An attack on Saudi Arabia’s East-West pipeline removed the Hormuz bypass that kept wartime oil calm, sending Brent above $108 before a promised quick repair pulled it back. Inside the lost redundancy, the $150 demand-destruction maths and the loop into the Fed.
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The US-Canada Trade War Goes Kinetic: Smoot-Hawley’s Ghost and a C$27.6 Billion Answer
Canada’s counter-tariffs on C$27.6 billion of US goods took effect as Washington moved from 50 per cent duties to outright import bans, the first use of Smoot-Hawley’s Section 338 in 96 years. Inside the escalation calendar and what it means for the Fed, the loonie and trade-exposed equities.
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The Escalation Paradox: Strait of Hormuz Oil Flows Hit a Wartime Record as Brent Nears $95
Missiles landed in four countries, at least eighteen people were killed in Iran and Brent rose about 5 per cent to near $95. The same 48 hours produced the largest single day of oil transit through the Strait of Hormuz since the war began. Both are true, and the gap between them is the trade.
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“Economic D-Day”: Why Oil Fell 2.5% on the New US Sanctions on Iran
Washington called it an economic D-Day: sanctions across Iran’s oil, aviation, shipping, gold and digital asset sectors. Brent fell 2.5 per cent and gold hit a three-month high. Inside the gap between announcing pressure and applying it.
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The Iran Naval Blockade Goes Indefinite: Zero Exports, Neutral Targets and a Calm Oil Market
The US says its blockade of Iranian ports can run indefinitely, drones struck two ADNOC tankers in the Strait of Hormuz, and Kharg Island has loaded nothing for a week. Inside the escalation the oil market priced at under $88 Brent, and the insurance channel that could reprice it.
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The Strait of Hormuz Toll That Lasted a Day
Khan Capitals | July 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. Twenty-Four Hours of Maritime Policy On Monday 13 July the United States announced it would charge the world 20 per cent of the value of any cargo passing through the…
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Strait of Hormuz Attacks: Three Tankers and the End of the US-Iran Truce
Three tankers struck in the Strait of Hormuz, General License X revoked, and US retaliatory strikes overnight: the interim US-Iran calm broke this week, sending Brent above $76.
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The US Iran Peace Deal and the Unwinding of the 2026 Risk Premium
Khan Capitals | June 2026 Key Takeaways Part of: The 2026 Iran Crisis – Khan Capital’s hub on the 2026 Iran crisis and oil shock. The US Iran Peace Deal and the Collapse of the War Premium For two quarters, the dominant input into global risk pricing was a war. The US Iran peace deal…
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Trump-Xi Beijing Summit 2026: The G2 Reset and What It Means for Markets
Khan Capitals | May 2026 Key Takeaways Part of: Tariffs & the Trade War – Khan Capital’s hub on tariffs and the trade war. The Setup: A Summit Built for Stability, Not Breakthroughs The Beijing summit was the second face-to-face meeting between Presidents Trump and Xi in seven months, building on the late-2025 South Korea…
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The New Middle East: GCC Economic Model Under Threat from Iran Conflict
Iranian strikes on every GCC member state shatter the perception of Gulf stability. Tourism losses of $600 million daily, stranded LNG exports, and damaged ports threaten the economic diversification model that defines the region’s future.