Tag: Middle East
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The $16 Billion Kuwait Pipeline Deal: Private Capital Signs a 20-Year Bet Mid-Conflict
Blackstone, Brookfield and KKR have signed a $16 billion, 20.5-year lease-and-leaseback covering Kuwait’s crude pipelines: the largest foreign investment in Kuwaiti history, signed mid-conflict. Inside Project Peregrine, and what it says about how patient capital is pricing the Gulf.
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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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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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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…
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Operation Epic Fury: US-Israeli Strikes on Iran Reshape Global Markets
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 In the early hours of 28 February 2026, the United States and Israel launched the most consequential joint military operation in decades: nearly 900 strikes…
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Israel-Iran War Begins: 12 Days That Reshook the Middle East
Khan Capital | June 2025 Key Takeaways At approximately 01:00 local time on 13 June 2025, explosions were heard across Tehran as Israeli Prime Minister Benjamin Netanyahu announced that Operation Rising Lion had begun. Within hours, more than 200 Israeli fighter jets had launched five waves of air strikes, dropping over 330 munitions on roughly…