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Hormuz: the bottleneck and the supply chain

Hormuz: the bottleneck and the supply chain

It is not only ships laden with oil, gas or industrial products that pass through the Strait of Hormuz. It...

And in the end, is it China that wins?

And in the end, is it China that wins?

It would be hard to find a more striking contrast in the way the conflict in Iran is being managed....

TACO without flavour

The acronym TACO, standing for ‘Trump Always Chicken Out[1] ’, emerged in the summer of 2024 to describe the Republican...

TACO without flavour
The central banks’ dilemma

The central banks’ dilemma

The surge in energy prices has quickly brought to mind a term synonymous with a highly unfavourable environment for the...

A turbulent oil market

The United States is awash with oil. It is, by far, the world’s leading oil producer: over 21 million barrels...

A turbulent oil market
A solid backdrop

A solid backdrop

Operation Epic Fury, launched by the United States and Israel against the Iranian regime, has reshuffled the deck on the...

Global nuclear explosion

The atom explodes: the MarketVector Global Uranium and Nuclear Energy Infrastructure Index, which tracks nuclear-related stocks, has risen 123% in...

Global nuclear explosion
AI and energy, a political issue

AI and energy, a political issue

With mid-term elections looming, rising electricity prices have become a major political issue in the United States. More specifically, there...

Meiji Magic

All developed markets are currently preoccupied with identifying the losers of AI. All of them? Not quite: one market is...

Meiji Magic
Back to reality

Back to reality

The year 2026 got off to a flying start, buoyed by optimism bordering on euphoria. Against a backdrop of unanimously...

The power of the golden egg

According to Hindu mythology, the universe was born from a golden egg, shining like the sun. Thus, gold radiates all...

The power of the golden egg