INTELLIGENCE ARCHIVE
Versioned daily briefs focused on material changes in geopolitics, physical energy flows and cross-asset market transmission.
Hormuz has shifted from a simple closure story to an attack-exposed, intermittently flowing corridor: the key European energy question is now which escalation path dominates, and how to express it…
Read brief →Renewed U.S.–Iran strikes have turned the still-impaired Hormuz corridor back into the dominant energy risk, lifting oil and bond yields while refined-product and LNG constraints remain unresolved.
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