Geo-economics

How geopolitical shifts move markets, sanctions regimes, energy economics and trade flows — connecting strategic events to economic consequence.

Greek THEON Acquires France's HGH for €300 Million — Building Europe's Electro-Optics Champion

THEON Sensors enters exclusivity with Carlyle to acquire HGH Infrared Systems. The deal adds AI-driven counter-drone detection and 360° surveillance to a Greek group already serving 72 countries. Fran

Hormuz Crisis 2026: How the Iran War Rewrote Global Oil Trade Routes

20 million barrels a day pre-war, 5.1 mbd now. Oil rerouted around Africa and through Saudi's East-West pipeline — at enormous cost.

June 18, 2026 · Hormuz · Yanbu

Russia's Arctic Power Play: Admiral Nakhimov Returns to Guard the Northern Sea Route

After nearly three decades in overhaul, the nuclear battlecruiser begins final sea trials — reinforcing the Kola bastion and Moscow's bid to control the Northern Sea Route.

June 15, 2026 · Severodvinsk · Arctic