Ah! Nicely explained the oil/gas trade dynamics in Middle East and its relevance to geopolitics…. Detailed maps helped quite a bit to understand it better…also SLM/LLM distinction and its relevant to different devices was well elaborated…
One of the best explainers by the team , goes from the very basics to the intricacies.
Though the Iran peice does not lead to a positive prognosis on the future.
Would love if there was a further assessment with regards to the reserves the countries have and how long they could really last before the strain begins to show.
Also whether this will have any medium or long term impact on ev adoption.
Also is railways with its electrification already done immune to this crisis.
very well written, amid all the news, this was preciously what needed to understand whole story better
Glad you liked it :)
Ah! Nicely explained the oil/gas trade dynamics in Middle East and its relevance to geopolitics…. Detailed maps helped quite a bit to understand it better…also SLM/LLM distinction and its relevant to different devices was well elaborated…
Glad you liked it :)
One of the best explainers by the team , goes from the very basics to the intricacies.
Though the Iran peice does not lead to a positive prognosis on the future.
Would love if there was a further assessment with regards to the reserves the countries have and how long they could really last before the strain begins to show.
Also whether this will have any medium or long term impact on ev adoption.
Also is railways with its electrification already done immune to this crisis.
Glad you liked it Animesh, we will look into this :)
The ongoing conflict involving Iran and instability around the Strait of Hormuz have triggered a sharp surge in oil prices
with Brent crude approaching or exceeding $100 per barrel.
This is not just a market fluctuation.
It is a systemic shock.
The Strait of Hormuz alone carries around 20% of global oil supply,
meaning any disruption has immediate worldwide consequences.
The impacts are already clear:
Rising inflation pressures globally
Higher transportation and energy costs
Increasing food prices, driven by fuel and fertilizer costs
Greater financial market volatility
Excellencies,
This is how energy shocks spread:
A disruption in one region
becomes inflation in another,
and instability everywhere.
There is also a deeper concern.
If disruptions persist:
Supply shortages could intensify
Economic growth could slow further
And central banks may be forced to delay easing policies
This moment highlights a critical vulnerability:
The global economy remains deeply dependent on fragile energy supply routes.
The response must be strategic:
Strengthening energy diversification
Investing in resilient supply chains
Accelerating the transition to alternative energy sources
Because energy security is no longer just an economic issue
it is a matter of global stability.
The lesson is clear:
In an interconnected world,
conflict anywhere can become inflation everywhere.