Mar 11, 2026

Gulf War Escalates as Energy Markets Reel and Regional Fronts Multiply$

The war involving Iran, Israel, and the United States is expanding across the Middle East, with growing consequences for global energy markets and regional security. Disruptions in the Strait of Hormuz and attacks on Gulf energy infrastructure have pushed oil prices higher and raised concerns about supply stability. As missile exchanges intensify and fighting spreads to Lebanon, world leaders are scrambling to assess the economic fallout and prevent further escalation.
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Sahel: How Gold and Jihadist Violence Are Redrawing the Guinea-Mali Border$

Along the Guinea-Mali border, jihadist violence and a fast-moving gold economy are colliding to reshape security, trade and governance. In the Siguiri-Kourémalé corridor, formal border controls, informal crossings and illicit mining networks are all pulling the region in different directions.

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OCP’s Sulfur Shock Exposes the Weak Link in Morocco’s Fertilizer Empire$

How a company thousands of miles from the Hormuz is feeling the squeeze as disruptions in the strait push up fertilizer, fuel, and freight costs across global supply chains. A distant geopolitical shock became a direct hit to OCP’s sulfur supplies and margins.

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