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Charts Show Middle East Shockwave Rippling Through Energy, Air Travel, And Freight Networks
Charts Show Middle East Shockwave Rippling Through Energy, Air Travel, And Freight Networks
The Middle East conflict has triggered what the International Energy Agency earlier described as the largest oil supply disruption in global oil market history, as Iran continues to strike energy infrastructure across the Gulf. Against that deteriorating backdrop, Goldman analysts laid out how the shock is rippling through the global economy, disrupting oil flows, air travel, and freight markets.
Analysts led by Patrick Creuset said oil and transport markets have taken the hardest hit from the near-freeze in...
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Mar 16, 2026 / Tyler Durden
The Wrath Of Kharg
The Wrath Of Kharg
By Ben Picton, Senior Market Startegist at Rabobank
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war. On the bullish side for crude was the US decision to bomb Iranian military assets on Kharg Island – the Persian Gulf port where up to 90% of Iranian oil exports are typically loaded onto tankers. Announcing the strikes via Truth Social, President Trump was at pains to be clear that oil infrastructure was not targeted, but...
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Feb 23, 2026 / Kyle Anzalone
Israeli Minister: IDF Will Disarm Gaza If Hamas Does Not Give Up Weapons
Israeli Finance Minister Bezalel Smotrich said that Hamas will be given a deadline to disarm, and if the group refuses to give up its weapons. “We estimate that in the coming days, Hamas will be given an ultimatum to disarm and completely demilitarise Gaza,” Smotrich said on Monday. If Hamas does not comply, the army […]
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Mar 2, 2026 / Jason Ditz
Lebanese PM Bans Hezbollah From Resisting Israel Militarily
Hezbollah historically has fit in an unusual position in Lebanese politics, being a substantial Shi’ite political party as well as a substantial Shi’ite militia that was centered on resisting Israeli military intervention on Lebanese territory. Those statuses are coming into focus again as Israel ramps up its latest war against Lebanon. Lebanese Prime Minister Nawaf […]
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