Blog
The 29-Mile Tightrope: Why the Strait of Hormuz Is Energy’s Most Critical Vulnerability
Geopolitical risk premium & vulnerability of global energy supply chains in 2026 In energy markets, we often talk about disruptive tech, renewable transitions, and supply-demand equilibrium. As much as we look toward the future of energy, our global stability...
Zimbabwe’s Lithium Moratorium: What It Means for Global Supply and Investment
Lithium has become one of the most monitored resources in the global energy transition. With increased demand for electric vehicles and battery storage, supply chains are under significant pressure to keep up.