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.
-
Jun- 2026 -30 JuneCapital
Sri Lanka’s fuel relief is really a hostage to Brent crude
A ceasefire cut pump prices 6% on June 30, but the same formula that delivered relief can reverse it the moment Middle East tensions flare again.
-
30 JuneEarth
Southeast Asia traded oil dependence for Chinese solar panels
The Philippines imported 4,000 megawatts of Chinese modules in four months after the Strait of Hormuz closure, making it Beijing's second-largest solar customer worldwide.
-
30 JuneCapital
India raises export insurance to keep Gulf trade flowing
The state insurer ECGC lifted commercial-risk cover to 95% through September 30, absorbing more default risk so banks keep financing shipments to West Asia despite settlement disruptions.
-
29 JuneCapital
Oil reserves capped the spike. Now the world faces the bill.
Brent crude has eased to $72.60 per barrel after governments drained strategic stockpiles during the Iran conflict, but depleted reserves leave markets more exposed to the next shock through the…
-
29 JunePower
China wins the Gulf crisis without firing a shot
An unconfirmed US-Iran deal leaves the Strait of Hormuz unsettled, but Beijing's 65-day strategic oil reserve gives it an advantage no regional rival can match.
-
28 JunePower
Iran’s third strike day tests a ceasefire that was never meant to last
The Revolutionary Guard claims attacks on eight U.S. facilities in Kuwait and Bahrain, while announcing new Strait of Hormuz inspections that could choke a fifth of global seaborne oil.
-
28 JunePower
Iran threatens to walk away from US talks after ceasefire breaks down
Just 11 days after signing a 60-day interim deal on June 17, both sides exchanged fire over the weekend, testing whether mediators in Switzerland can salvage negotiations before mid-August.
-
27 JuneTech & AI
India’s chip independence bet depends on a region it cannot control
Tata Electronics' $10.9 billion fab in Gujarat needs helium from Qatar and bromine from Israel—inputs now caught in West Asia shipping disruptions that could delay production by six to twelve…
-
25 JuneCapital
Petronas Chemicals loses its Middle East tailwind as Hormuz reopens
The Malaysian producer's 34% share price collapse in two weeks reflects the unwinding of a geopolitical premium that was never its own—analysts cut profit forecasts by 31% as petrochemical prices…
-
24 JuneCapital
China just became the world’s oil price setter
By cutting imports three million barrels per day during the June 2026 Strait of Hormuz crisis, Beijing deployed one billion barrels in reserves to prevent the price spike markets had…
