War - BXB Blog: SME Insights and Trends

BXB Blog: SME Insights and Trends

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War

A collection of 4 posts

Ceasefire on Hold, Markets on Hope...

Strait of Hormuz Featured

Ceasefire on Hold, Markets on Hope...

Markets rally on ceasefire hope — but the Pentagon keeps the strike option warm.

CEASEFIRE- A Fragile Truce Buys Two Weeks — but the Terms Remain Fiercely Contested

CEASEFIRE- A Fragile Truce Buys Two Weeks — but the Terms Remain Fiercely Contested

Less than two hours before Trump's deadline for Iran to reopen the Strait of Hormuz, the United States and Iran agreed to a two-week ceasefire — announced via a Truth Social post and brokered by Pakistani Prime Minister Shehbaz Sharif and Field Marshal Asim Munir.

GLOBAL SHOCKWAVES — THE HORMUZ CHOKEPOINT REDEFINES RISK

Oil Prices Featured

GLOBAL SHOCKWAVES — THE HORMUZ CHOKEPOINT REDEFINES RISK

The IEA warned the Hormuz closure — chokepoint for ~20% of global petroleum and 25% of LNG — could become the largest oil supply disruption on record, with global output expected to fall 8mn bpd in March (~8% of world demand.

War Changes Everything

War Changes Everything

The US-Israel strikes on Iran launched on 28th February are the week's defining event. Iran's supreme leader was killed, retaliatory attacks hit GCC ports and airports and the Strait of Hormuz.