Iran Conflict Brief: How the Energy Shock Is Reshaping Investment
Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on its power infrastructure, which Iran credibly warned would trigger reciprocal a ...Show more
Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure
As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core energy infrastructure. With the Strait of Hormuz closed for three weeks, effectively bottling up nearly a fifth of the world's oi ...Show more
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