Tag: Iran Conflict
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The Invisible Blockade: War-Risk Insurance Is Repricing the Strait of Hormuz
War-risk insurance for a Hormuz transit has risen 1,900 per cent while Brent gained 30. Transits have halved with no fleet blockading the strait. Inside the market of a few dozen underwriters now deciding how much of the world’s oil moves.
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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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BoJ Holds, Brent Tops $107: The Twin Macro Shocks of Late April
Khan Capitals | May 2026 Key Takeaways Part of: The 2026 Iran Crisis — Khan Capital’s hub on the 2026 Iran crisis and oil shock. Two Shocks, One Week The week of 27 April 2026 produced two macro events that, individually, would have warranted standalone analysis. Together, they describe a more coherent global picture than…
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Q1 2026: The Worst First Quarter Since 2022 as Iran War and Oil Shock Sink Stocks
The S&P 500 fell 4.6% in Q1 2026 as the Iran war, an oil shock, and a 23% Microsoft drop produced the worst first quarter since 2022.
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Defence, Energy, and Gold: The 2026 Geopolitical Portfolio
Defence, energy, and gold form the three pillars of the 2026 geopolitical portfolio. Why these are structural positions, not tactical trades, and how to construct a framework for investing in persistent conflict risk.
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Fed Holds Amid Iran War: Walking the Tightrope Between Jobs and Inflation
The Fed holds rates as 92,000 jobs vanish and oil-driven inflation surges. Caught between a weakening economy and rising prices, the central bank faces its most difficult policy dilemma since the Volcker era.
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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.
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Oil Above $100: Strait of Hormuz Closure and the Energy Crisis of 2026
Khan Capital | March 2026 Key Takeaways Part of: The 2026 Iran Crisis — Khan Capital’s hub on the 2026 Iran crisis and oil shock. Track all markets on TradingView For decades, the Strait of Hormuz has been the single most consequential chokepoint in global energy markets: a narrow passage of roughly 21 miles at…