From grain to fertilizer: the new geopolitics of agriculture

As the 2026 sowing season commences, the blockade of the Strait of Hormuz has transformed the agricultural input market into a battlefield of resource nationalism. Consequently, food security no longer represents a simple trade metric ; it functions as a strategic military lever. The global squeeze: a two-front war on calories Geopolitics has finally collided […]
Strait of Hormuz: impact on financial markets

On February 28, 2026, coordinated airstrikes led by the US-Israel coalition targeted Iranian military targets. Immediately, Iran’s Islamic regime chose to destabilize international trade through a single maneuver: the closure of the Strait of Hormuz. This 55-kilometer-wide passage is one of the world’s most critical energy arteries, through which approximately 20% of seaborne oil and […]