Tag: news

Beyond Brent: How Hormuz Disruption is Changing Asia’s Corporate Risk Outlook

October 29, 2026

Executive summary Middle Eastern crude exports have partly recovered from severe disruption starting from Q1 2026. However, shipping insecurity, increased freight costs and damaged refining capacity continue to affect the price and reliability of energy delivered to businesses in Asia. The US Energy Information Administration (EIA) forecasts Brent crude at $105/bbl in Q4 2026, $14 … More Beyond Brent: How Hormuz Disruption is Changing Asia’s Corporate Risk Outlook

Everyone Wants Global Business, But on Their Own Terms

August 7, 2026

Has globalisation ended? Goods, capital, technology and production still move across borders, it is accounted for 46.3 per cent of world trade in the latest WTO assessment [1], close to its recent peak. Global value chains remain embedded in the world economy, what is ending is the assumption that companies can organise themselves primarily around … More Everyone Wants Global Business, But on Their Own Terms

The Cheap Supplier is Not the Safe One: How China’s Rare Earth Controls would Reorder Global Supply Chains

July 16, 2026

China’s rare earth controls are becoming a case for how economic power works in a more fragmented world. Beijing has learned how to turn concentrated industrial capacity into diplomatic leverage, while keeping its measures framed as lawful export controls, national security protection, and dual-use regulation. The result is a new form of “geoeconomic pressure”, which … More The Cheap Supplier is Not the Safe One: How China’s Rare Earth Controls would Reorder Global Supply Chains