Author

Matthew Mahrous

Macro21 Apr 2026

From Globalisation to Fragmentation: Shipping Routes Under Pressure

Disruptions in the Strait of Hormuz are exposing the fragility of global trade, raising the risk that decades of hyper-globalisation begin to fragment.

Global Trade Geopolitics Shipping Globalisation

Matthew Mahrous6 min read

Read Article

Macro Current Affairs28 Mar 2026

Oil’s Risk Premium: War, Backwardation, and the Question of Who Knew

Oil prices are being driven by geopolitics, not fundamentals, raising doubts over whether this is real scarcity or just a temporary risk premium.

Commodities Geopolitics Oil Backwardation

Matthew Mahrous4 min read

Read Article