Geopolitical tensions in the Gulf are reshaping global trade, energy markets, and industrial strategy as stability, supply security, and policy flexibility are repriced.

The crisis in the Strait of Hormuz could reshape who safeguards global trade routes as the US weighs coalition building against a potential Chinese role.

Geopolitical tensions and LNG competition are straining global energy and commodity markets, exposing vulnerabilities in Europe’s gas supply, power pricing, carbon policy, and strategic metals.