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The 29-Mile Tightrope: Why the Strait of Hormuz Is Energy’s Most Critical Vulnerability

The 29-Mile Tightrope: Why the Strait of Hormuz Is Energy’s Most Critical Vulnerability

by Lucas-Birdsall | May 18, 2026 | Blog

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

Zimbabwe’s Lithium Moratorium: What It Means for Global Supply and Investment

by Lucas-Birdsall | Apr 21, 2026 | Blog

How policy changes in Zimbabwe are impacting the future of lithium markets and investor sentiment 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...

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