Evelyn · March 4, 2026
A 33-kilometre strait between Iran and Oman carries one-fifth of the world’s daily oil supply. A Yemeni militia’s drone campaign halved Red Sea oil flows in a single year. These are not footnotes to geopolitical risk — they are the principal transmission channels between conflict and consumer prices. For the EU, whose energy imports flow [...]
Evelyn · March 4, 2026
Systemic crises are rarely true black swans. They announce themselves in the data — in yield spreads, credit flows, liquidity strains and confidence metrics — months or years before the headline collapse. For EU investors and policymakers operating in a bank-heavy financial system with fragmented fiscal architecture, recognising these signals early is not academic. It [...]
Evelyn · March 4, 2026
Pipelines, LNG terminals, rare earth licences and battery supply chains have replaced tanks and fleets as the decisive instruments of 21st-century geopolitical leverage. For Europe, this shift is not theoretical — it is transmitting in real time through inflation, industrial competitiveness and monetary policy. I. The 2022 Rupture: Energy as a Geopolitical Weapon Before February [...]
