A structural analysis of the erosive tensions in the Middle East reveals that current geopolitical conflicts, far from being mere security crises, are part of a geoeconomic master plan to redefine global trade routes, contain Chinese influence, and prepare the region for the long-term influx of Western capital.
A temporary closure of the Strait of Hormuz due to military tensions, beyond triggering an energy shock, has plunged the petrochemical value chain and downstream industries, such as pharmaceuticals, into a severe crisis. This article provides a statistical analysis of this structural disruption, the shifting trade balance of China, and the emergence of alternative bio-based pathways.
A comprehensive examination of the geopolitical and macroeconomic dimensions of the tensions in the Persian Gulf during the second half of 2026; from an analysis of the liquidity trap facing Arab sovereign wealth funds to the modeling of the Iranian regime's survival in the face of a naval blockade and U.S. military posturing.
