Houthis

Breaking Energy Geopolitics

US-Iran Ceasefire Frays as Naval Standoff, Nuclear Deadlock, and Regional Spillover Converge

With 440.9kg of 60%-enriched uranium, a Strait of Hormuz blockade strangling oil flows, and Gaza's truce collapsing, three fronts now threaten simultaneous escalation.

8 min read ·
Energy Geopolitics

Second tanker hijacking in 10 days exposes Red Sea security vacuum as naval assets stretch thin

Somali pirates exploit diverted anti-piracy patrols while dual chokepoint crisis drives insurance premiums to multiyear highs

7 min read ·
Breaking Energy Geopolitics

Iran Activates Two-Strait Energy Vise as Houthis Threaten Bab el-Mandeb Blockade

Coordinated threats to Hormuz and Bab el-Mandeb straits put 25% of global oil supply at risk, with jet fuel prices doubled and commercial flights already suspended.

9 min read ·
Geopolitics

Ben-Gvir’s Al-Aqsa Visit Weaponizes Religious Tension as US-Iran Peace Talks Collapse

Israeli minister's provocation at contested Jerusalem site coincides with failed Islamabad negotiations, hardening regional military postures and pricing new risks into energy markets.

7 min read ·
Breaking Energy Geopolitics

Houthis Enter Iran War with Coordinated Israel Strikes, Insurance Markets Price Unmanageable Risk

Yemen's first missile attack on Israel since October 2025 ceasefire signals formal Axis of Resistance alignment as Strait of Hormuz premiums hit 5-10% of hull value.

8 min read ·
Breaking Energy Geopolitics

Brent Crude Breaches $115 as Houthi Strikes on Israel Trigger Dual-Chokepoint Crisis

Yemen's first ballistic missile attacks on Israeli territory expand the Iran conflict beyond the Strait of Hormuz, forcing equity repricing and central bank policy reversals.

8 min read ·
Energy Geopolitics

Iran Signals Gulf Reconciliation, Denies Aramco Attacks Amid Escalating Regional Crisis

Tehran's diplomatic overture to Riyadh conflicts with strikes on Saudi infrastructure, testing détente forged just three years ago.

8 min read ·