geopolitics

Iranian tanker hit by US attack near Iran's Kharg Island, Tasnim says Reuters

Renewed US-Iran fighting and uncertainty over shipping through the Strait of Hormuz are adding pressure to global energy markets, while the threat of mines continues to deter some traffic. Ukraine’s attacks on Russian refineries are compounding tight diesel supplies, creating what Bloomberg News Oil

Russia and Ukraine announce pause in air strikes for duration of Jared Kushner and Steve Witkoff’s visit

Israel says it strikes southern Lebanon after Hezbollah drone launch Reuters

Leonardo SpA, the Italian state-controlled defense company, is aiming to deepen ties with Ukraine’s fast-growing military-technology sector through its new Kyiv unit, seeking partnership, investment or acquisition opportunities, Chief Executive Officer Lorenzo Mariani said.

Iranian tanker hit by US attack near Iran's Kharg Island, Tasnim says Reuters

South Korea considers 'military contributions' in Strait of Hormuz

Arabica coffee prices hit a record level, as traders digested the withdrawal of President Trump’s threats to impose tariffs and economic sanctions on Colombia.

After the Iran war, the region has no good options.

Its belt-tightening is good micro, but bad macro