Daric's specialized articles and analyses
بررسی پیامدهای سناریوی فرضی توافق پایدار میان تهران و واشنگتن و سقوط ناگهانی نرخ دلار به کانال ۹۰ تا ۱۰۰ هزار تومان؛ این تحلیل نشان میدهد چگونه یک گشایش ژئوپلیتیک ناگهانی بدون اصلاحات نهادی، به جای ثبات، به رکود ترازنامهای، فروپاشی بخش بانکی و نابودی صنایع داخلی منجر میشود.
New data reveals a freefall in production across Iran’s major petrochemical, steel, and automotive holdings following the recent military conflict. This report provides an analytical examination of the macro-level mechanisms transmitting this shock to the supply chain, the intensification of the $27 billion capital flight, and the burgeoning food security crisis.
<p>By 2030, the geopolitical architecture of the Middle East and North Africa (MENA) will undergo a structural, non-ideological realignment, driven by the mathematical equations of the global energy transition and the depletion of the U.S. Strategic Petroleum Reserve (SPR). This systematic transition will see Israel—leveraging China’s development of Haifa Bay Port (with a capacity of 1.1 million TEU) and its $14 billion in defense and security technology exports—emerge as a logistical anchor for Beijing’s "Belt and Road Initiative" (BRI) toward Africa. Meanwhile, Iran, following the collapse of its traditional rentier oil economy, will transition through a transactional convergence with the United States into a modern, consumption-driven market with high potential for investment in fintech, the platform economy, and logistical infrastructure. This dual transformation, facilitated by the development of transnational payment systems like the mBridge project and the spillover of Chinese communication technologies (5G and IoT), will turn traditional tensions in strategic waterways, such as the Strait of Hormuz, into a catalyst for accelerating the post-oil era and establishing a new financial and industrial order in West Asia.</p>
