Middle East
Sovereign wealth, energy transition, and geopolitical fault lines converge here in ways that ripple far past the region itself. The economies built on oil are racing to build what comes after it.
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Jul- 2026 -17 JulyTech & AI
China’s helium ban just squeezed the world’s chip fabs
Beijing's export freeze on July 10 follows Qatar's damaged Ras Laffan hub, cutting global supply by over five million cubic metres monthly and pushing spot prices above $100 per litre…
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17 JulyCapital
China’s biggest airlines just lost $1.33 billion in one quarter
State backing and Russian airspace advantages could not shield China Southern, Air China, and China Eastern from a fuel-price shock that erased their first-quarter gains in just 90 days.
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16 JulyCapital
Thailand’s one-month fertilizer supply exposes the real Hormuz cost
With shipping traffic collapsing to 14 vessels and war-risk premiums spiking, Thai manufacturers face a repricing of supply-chain costs that no strategic oil reserve can absorb.
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16 JulyCapital
Iranian drones just rewired Asia’s data centre map
JPMorgan estimates Malaysia's pipeline at 13GW—exceeding Indonesia, Thailand, and Singapore combined—as hyperscalers flee Middle Eastern conflict exposure.
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15 JulyPower
Congress blocks defense bill as Trump threatens Iranian infrastructure
Senate Democrats halted the NDAA on July 14, signaling war-powers constraints even as Trump vowed to destroy Iran's power plants and bridges unless negotiations resume.
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15 JulyPower
India summoned Iran’s envoy after a missile killed its sailor
Thirteen Indian seafarers have died in Hormuz attacks since February, prompting New Delhi to abandon quiet diplomacy for real-time crew tracking and formal protests.
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15 JulyPower
Trump froze Iraq’s oil money to force militia disarmament
The Federal Reserve holds roughly 90 percent of Iraq's oil revenues in New York accounts, giving Washington direct leverage over Prime Minister Ali al-Zaidi's September 30 disarmament deadline for Iran-backed…
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15 JulyPower
India orders real-time monitoring after tanker attacks kill one seafarer
Following missile strikes on two chemical tankers in the Strait of Hormuz on July 14, India's shipping ministry deployed a real-time vessel dashboard and liaison officers, but cannot control the…
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15 JulyCapital
Oil shock unravels the Fed’s inflation victory in six hours
Brent crude surged to $86.18 on July 14 as U.S. naval blockade of Iran and Iranian strikes on tankers collapsed Strait of Hormuz crossings 52%, threatening to reverse the June…
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14 JulyPower
Trump’s strait tariff collides with Indian seafarer deaths
President Trump announced a 20 percent cargo fee on Strait of Hormuz transits hours before Iranian missiles killed one Indian crew member on a UAE tanker, triggering union demands for…
