Mar 7, 2026

Energy Markets Are Reacting to Iran, But Not Panicking Yet$

Analysis by Arezki Daoud

Energy markets often react before the rest of the economy when geopolitical crises erupt. Oil has surged toward $90 per barrel as traders price the risk of disruption around the Strait of Hormuz, while European natural gas remains relatively calm but structurally exposed through LNG shipping routes. Together, the charts suggest markets are pricing risk, not yet a supply shock, as the conflict involving Iran enters its early phase.
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Mali: After Kidal, The War Comes to Bamako$

Mali’s military government lost Kidal to a joint FLA-JNIM offensive on April 26, 2026, after Russian Africa Corps personnel and Malian troops withdrew under rebel escort. The fall of the city, retaken by Bamako with Russian support in November 2023, exposes the limits of the junta’s sovereignty narrative and raises serious questions about the durability of Mali’s security model.

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إيران -هدنة هشة بعد «غضب ملحمي»: وقف نار قصير يكشف وهم الحرب الخاطفة على إيران$

هدنة هشة بعد أكثر من ستة أسابيع من الحرب تكشف اتساع الفجوة بين الوعود التي سُوِّقت في واشنطن عن حرب خاطفة على إيران وبين واقع صراع معقد استنزف القدرات العسكرية وعمّق أزمة الطاقة العالمية فيما بقيت مراكز القرار في طهران صامدة.

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Mali: Russian-linked Forces Under Drone Pressure in Northern Mali$

Armed groups in northern Mali are shifting toward repeatable FPV drone strikes against Malian army and Russian-linked Africa Corps positions. Recent attacks in Anéfis and Aguelhok indicate a tactical evolution that challenges the assumption of operational sanctuary in the Kidal region.

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