Geopolitics

War, Oil And New Geopolitics: Can Pakistan Convert Crisis Into Strategic Opportunity? - The Friday Times

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DW NOTE

Pakistan's strategic opportunity is Iran's blockade of the Strait — not as a beneficiary of chaos, but as a physical alternative. With Hormuz traffic still significantly below normal five months into the closure, any pipeline or overland route that bypasses the Gulf becomes infrastructure with actual pricing power. The question is whether Islamabad can secure financing and routing agreements before the blockade ends or before someone else does.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

War, Oil And New Geopolitics: Can Pakistan Convert Crisis Into Strategic Opportunity? - The Friday Times

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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