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Lithium's Refining Chokepoint Is the Risk Markets Are Not Pricing

The Constraint Nobody Is Talking About

Nitish Kishor | 14 April 2026

America's Iran Blockade: A High-Stakes Gamble with Global Energy Implications

The decision by the United States to impose a naval blockade on Iranian ports marks a significant escalation in its coercive strategy toward Tehran. Announced on April 12th and taking effect the following day, the measure targets all vessels entering or exiting Iranian coastal …

Nitish Kishor | 14 April 2026

How the Iran War Is Reshaping BP PLC (NYSE:BP) Earnings and Oil Market Dynamics

BP (NYSE:BP), which trades in the United States as an American Depositary Receipt (ADR), delivered its strongest oil trading performance in recent quarters during the first three months of 2026, the British energy major disclosed on Tuesday in a pre-results trading statement. The word …

Nitish Kishor | 14 April 2026

Custom AI Chips Challenge Nvidia's Dominance in Model Training

A shift in compute procurement strategy

Nitika (Guest) | 14 April 2026