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Geopolitics

All articles tagged with #geopolitics

Netanyahu unveils a 'hexagon of alliances' with India and partners to counter radical axes
world17 hours ago

Netanyahu unveils a 'hexagon of alliances' with India and partners to counter radical axes

Israeli Prime Minister Netanyahu announced a proposed "hexagon of alliances"—including Israel, India, Greece, Cyprus and other Arab, African and Asian states—to form an axis against what he called radical axes, ahead of Narendra Modi’s visit to Israel. The plan envisions intensified security and infrastructure cooperation, such as Negev development and airport projects, alongside a deeper India-Israel defense and trade relationship that has grown in recent years. The piece also situates these moves within broader regional dynamics involving the UAE and Iran, and notes ongoing U.S. regional security considerations.

Dollar slips as tariffs ruling sparks policy jitters amid Middle East tensions
markets2 days ago

Dollar slips as tariffs ruling sparks policy jitters amid Middle East tensions

The dollar eased after the U.S. Supreme Court ruled that Trump overstepped his authority on sweeping tariffs, fueling policy uncertainty and potential litigation over duties, while euro and yen firmed modestly; analysts say the initial market moves are likely knee-jerk, with replacement tariff plans still unclear and geopolitical tensions in the Middle East adding to risk.

Oil Rally May Be Underpricing Iran Risk Amid Tensions
energy2 days ago

Oil Rally May Be Underpricing Iran Risk Amid Tensions

Oil prices rose to six-month highs as escalating U.S.-Iran tensions raise fears of potential supply disruptions from Iran’s 3 million barrels per day of output, with tensions intensifying around nuclear talks and increased Gulf deployments. While traders have often framed the market as oversupplied, data show inventories below the five-year average and shrinking spare capacity, suggesting a real risk of disruption if the region heats up and the market may be underpricing that risk.

A post-American world order: can rivals build a rules-based future?
world3 days ago

A post-American world order: can rivals build a rules-based future?

Porter argues that Trump-era fractures of the US-led postwar order have spurred Europe and others to seek a ‘third path’ or rely on uncoordinated, transactional alliances. Building a durable liberal, rules-based system without strong US leadership seems unlikely, risking a world split into rival blocs or even a ‘no order’ landscape unless Washington renews its engagement. The piece frames a likely shift from a coherent order to pragmatism and power politics, with China and the US looming as the two poles and varied influence for other states.

India Charts a Global South Course in the AI Power Struggle
world3 days ago

India Charts a Global South Course in the AI Power Struggle

At the AI Impact Summit in New Delhi, India positions itself as a responsible, third-way partner for developing nations amid U.S.–China AI competition, arguing AI should be governed for public welfare and offering its large IT workforce and market as a testbed. Modi frames AI as a powerful technology that must be directed for good, while India pursues strategic autonomy, builds ties with middle powers, and signs the Pax Silica Declaration to protect supply chains, signaling a broader effort to shape AI governance and diplomacy for the Global South.

Limited Iran Strike Seen as Oil Market Baseline, Not Global Disruptor
world5 days ago

Limited Iran Strike Seen as Oil Market Baseline, Not Global Disruptor

Morningstar views a limited U.S. strike on Iran as the base case, likely preserving global oil flows and lifting prices mainly due to geopolitical risk; a severe strike or Strait of Hormuz closure is unlikely, while JP Morgan suggests a diplomatic outcome with Iran and a Ukraine ceasefire could keep inventories in check, with Brent prices around the mid-60s.

commodities5 days ago

Oil eyes first weekly gain in three as US-Iran tensions mount

Oil prices held near six-month highs and were on track for their first weekly gain in three weeks as investors weighed a potential binary outcome in U.S.-Iran talks and Iran’s joint naval drills with Russia that could threaten the Strait of Hormuz. Brent crude was around $71.41 a barrel and U.S. WTI about $66.13, with weekly gains near 5%, while markets also priced in a 10–15 day Trump deadline over Iran’s nuclear programme. A drop in U.S. crude inventories reported by the EIA supported prices, though gains were capped by expectations for higher OPEC+ output and by persistent U.S. rate uncertainty.

U2 Burns Bright with Six-Track Protest EP Days of Ash, Teasing a New Album
entertainment7 days ago

U2 Burns Bright with Six-Track Protest EP Days of Ash, Teasing a New Album

U2 releases Days of Ash, their first new music since 2017, a six-track EP centered on global rights struggles—from Renee Good’s death at ICE to Iran’s protests and a Palestinian activist death—featuring Ed Sheeran and Taras Topolia on the closing track. Bono uses the songs to critique political rhetoric and advocate for democracy, while a Kyiv-related documentary accompanies the release. The band also confirms a separate full album later this year, and drummer Larry Mullen Jr. briefly returns from neck surgery.

The Gulf’s New Axis: China and Russia Reshape Iran’s Equation
world8 days ago

The Gulf’s New Axis: China and Russia Reshape Iran’s Equation

An opinion piece argues that Iran’s role in the Persian Gulf is being rewritten by a Sino‑Russian axis: China has deployed advanced ships and Beidou-linked surveillance in the Gulf of Oman, giving Tehran near real‑time visibility of U.S. movements, while Russia provides defense upgrades and satellite support. This tri-polar alignment strengthens Iran and deepens security and economic ties with Beijing and Moscow, signaling a shift away from U.S.-led regional dominance and prompting Washington to reassess its options.

Modi Pushes India’s AI Ambitions at Delhi Summit
world8 days ago

Modi Pushes India’s AI Ambitions at Delhi Summit

Indian Prime Minister Narendra Modi uses the India AI Impact Summit in New Delhi to project India as a rising tech power, hosting OpenAI, Google and other leaders while pursuing a global-reset amid a turbulent year marked by tensions with Pakistan and US trade frictions; the event underscores India’s rapid AI push across sectors and its expanding trade ties with the US and EU to elevate its standing on the world stage.

Geopolitics Remain Oil’s Hidden Price Driver, Even With Shale Power
energy8 days ago

Geopolitics Remain Oil’s Hidden Price Driver, Even With Shale Power

OilPrice argues that geopolitical risk—especially U.S.-Iran tensions and the Strait of Hormuz—still poses a meaningful price threat despite U.S. shale. Five Scenarios from Rystad Energy show a spectrum from negotiated deals to wide conflict, with worst-case shocks potentially pushing Brent and WTI above $100 if Hormuz is disrupted; meanwhile global energy efficiency and storage could cushion some impacts. A potential deal with Iran would be bearish for oil prices, but the risk of escalation remains a key factor for markets.