Six Months of War: What Has Changed — and What Comes Next for Iran and the Gulf?

Oil tankers crossing the Strait of Hormuz, the world's most critical energy chokepoint

Six Months Later, the Iran War Has Changed the Strategic Map The anniversary of the war appears to coincide with something potentially even more consequential: a renewed warning from Washington that the United States is preparing an unprecedented new phase of pressure on Iran. Treasury Secretary Scott Bessent has warned that Washington is preparing measures … Περισσότερα

Why a Gulf Ceasefire May Not End Inflation Risks in Europe

A potential Iran-US agreement could reduce geopolitical tensions and reopen energy exports through the Strait of Hormuz. However, restoring shipping activity does not immediately normalize global supply chains. Strategic energy reserves have been depleted, transportation capacity remains constrained, and production disruptions across the Gulf region may continue supporting elevated energy prices. Combined with rising debt … Περισσότερα

Γιατί το άνοιγμα των Στενών του Ορμούζ απειλεί την επιβίωση του ΟΠΕΚ | Η απώλεια κυριαρχίας και ο νέος πόλεμος τιμών

Το άνοιγμα των Στενών του Ορμούζ μπορεί να αντιμετωπιστεί τόσο με αισιοδοξία για την αντιμετώπιση των ενεργειακών αδιεξόδων που προκάλεσε ο πόλεμος στο Ιράν όσο και ανησυχία για το μέλλον του ΟΠΕΚ. Το καρτέλ πετρελαίου που στο παρελθόν διήλθε από πληθώρα εμποδίων, από την πετρελαϊκή κρίση του 1973 και του 1979 έως την αποχώρηση των ΗΑΕ έπειτα από 60 χρόνια, βιώνει μία τεράστια … Περισσότερα

Oil Prices After the US–Iran Ceasefire: Temporary Relief or Market Illusion?

Introduction Energy markets responded quickly to news of a ceasefire between the United States and Iran. Initial reactions pointed to easing prices and reduced volatility, reflecting a drop in geopolitical risk. But markets have learned to be cautious. In 2026, price movements are no longer driven by single events alone—but by how those events reshape … Περισσότερα