https://geopoliticaleconomist.com/issues/trade-finance Tariffs, trade deals, sanctions, banking and the payment systems power runs through. en https://geopoliticaleconomist.com/assets/brand/icon-512.pnghttps://geopoliticaleconomist.com/issues/trade-finance https://geopoliticaleconomist.com/articles/russian-oil-price-cap-shadow-fleet-toll-booth https://geopoliticaleconomist.com/articles/russian-oil-price-cap-shadow-fleet-toll-booth Thu, 01 Oct 2026 06:00:00 +0000 Camilo Flora Matsumbo The price cap was meant to cut Russia's revenue while keeping its oil on the market. Its enforcement built a parallel shipping system whose costs are shared unevenly by exporters, shipowners, insurers, traders and refiners. Russia & Eurasia Europe https://geopoliticaleconomist.com/articles/uae-africa-ports-gold-gates https://geopoliticaleconomist.com/articles/uae-africa-ports-gold-gates Wed, 30 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo Emirati influence in Africa is better measured by position than by pledges: ports, gold markets and farmland place the UAE at the points where African goods change jurisdiction or form. Africa Middle East & North Africa https://geopoliticaleconomist.com/articles/migration-management-trap-tunisia-europe https://geopoliticaleconomist.com/articles/migration-management-trap-tunisia-europe Mon, 28 Sep 2026 06:00:00 +0000 Saif Eddine Ghobr Migration is neither a threat nor a tragedy. It is a system of management—and everyone is a manager. Africa Europe https://geopoliticaleconomist.com/articles/global-south-financial-alternative-papss-brics https://geopoliticaleconomist.com/articles/global-south-financial-alternative-papss-brics Mon, 28 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo Africa's most consequential break from dependence on external financial intermediaries is not the BRICS-led New Development Bank, but the Pan-African Payment and Settlement System, a homegrown initiative moving money across African currencies without routing it through a third one. Africa https://geopoliticaleconomist.com/articles/pakistan-india-what-if-we-were-not-enemies https://geopoliticaleconomist.com/articles/pakistan-india-what-if-we-were-not-enemies Sun, 27 Sep 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai Pakistan and India: two neighbours spending too much energy on each other, while poverty waits at the door South Asia https://geopoliticaleconomist.com/articles/why-gold-can-buy-political-distance-and-garments-cannot https://geopoliticaleconomist.com/articles/why-gold-can-buy-political-distance-and-garments-cannot Sat, 26 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo South Africa and Lesotho share a currency and a customs union, and absorbed the same American trade shock. The difference between their outcomes is not primarily about politics. It is about what each country sells, and how much of the value of those exports survives when the buyer changes. Africa Americas https://geopoliticaleconomist.com/articles/beyond-hormuz-saudi-oil-route-redundancy https://geopoliticaleconomist.com/articles/beyond-hormuz-saudi-oil-route-redundancy Thu, 24 Sep 2026 06:00:00 +0000 Seif A. Harrasy The East-West pipeline gives Saudi Arabia an alternative to the Strait of Hormuz, but when one route fails, the remaining routes can become new points of vulnerability. Middle East & North Africa https://geopoliticaleconomist.com/articles/why-china-will-get-what-it-wants-from-trump https://geopoliticaleconomist.com/articles/why-china-will-get-what-it-wants-from-trump Tue, 22 Sep 2026 06:00:00 +0000 Vikas Xi arrives in Washington with rare earths, cheap energy, and leverage. Trump arrives with $6 diesel and a war he can't afford. Americas Indo-Pacific https://geopoliticaleconomist.com/articles/mozambique-mining-law-fiscal-bet https://geopoliticaleconomist.com/articles/mozambique-mining-law-fiscal-bet Sat, 19 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo Mozambique's 15% state mining stake could increase public control over mineral resources, but its success will depend on whether the country can attract the investment needed to turn that stake into actual revenue. Africa https://geopoliticaleconomist.com/articles/pakistan-afghanistan-trade-deadlock https://geopoliticaleconomist.com/articles/pakistan-afghanistan-trade-deadlock Thu, 17 Sep 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai When two neighbours close their doors, both sides pay the price. South Asia https://geopoliticaleconomist.com/articles/canada-eu-associate-membership-risk-brief https://geopoliticaleconomist.com/articles/canada-eu-associate-membership-risk-brief Mon, 14 Sep 2026 06:00:00 +0000 J. Dyson Ottawa is exploring a status that does not exist, with a bloc whose treaties say it cannot join, to escape a neighbour that takes seven in ten of its exports. This brief sets out what is actually on the table, what is not, and how to price the outcomes. Europe Americas https://geopoliticaleconomist.com/articles/trump-asks-ukraine-to-spare-russias-refineries https://geopoliticaleconomist.com/articles/trump-asks-ukraine-to-spare-russias-refineries Mon, 14 Sep 2026 06:00:00 +0000 Vikas American diesel passed $6 a gallon on Friday. On Sunday the President asked Ukraine to stop destroying the refineries of the country he is sanctioning. The two facts are the same fact. Russia & Eurasia Americas Europe https://geopoliticaleconomist.com/articles/why-india-and-china-secretly-want-the-dollar-to-survive https://geopoliticaleconomist.com/articles/why-india-and-china-secretly-want-the-dollar-to-survive Fri, 11 Sep 2026 06:00:00 +0000 Vikas The bloc's two biggest economies hold trillions in dollar assets, and their rivalry makes a shared alternative even less likely. Indo-Pacific South Asia Americas https://geopoliticaleconomist.com/articles/europe-is-becoming-a-chinese-colony https://geopoliticaleconomist.com/articles/europe-is-becoming-a-chinese-colony Tue, 08 Sep 2026 06:00:00 +0000 Vikas How Europe’s trade imbalance with China is becoming a vulnerability for jobs, manufacturing, and security. Europe Indo-Pacific https://geopoliticaleconomist.com/articles/us-imported-iranian-oil https://geopoliticaleconomist.com/articles/us-imported-iranian-oil Wed, 02 Sep 2026 06:00:00 +0000 Vikas For one month, a quiet Treasury licence made Iranian crude legal in American ports Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/food-crisis-russia-last-resort https://geopoliticaleconomist.com/articles/food-crisis-russia-last-resort Wed, 26 Aug 2026 06:00:00 +0000 Vikas War, fertiliser shortages, export restrictions and El Niño are breaking the global food chain Russia & Eurasia https://geopoliticaleconomist.com/articles/how-far-can-europe-go-for-ukraine https://geopoliticaleconomist.com/articles/how-far-can-europe-go-for-ukraine Sat, 27 Jun 2026 06:00:00 +0000 Vikas Europe has become Ukraine’s biggest financial backer. The real question is whether Europe’s own economy can survive the cost. Europe Russia & Eurasia https://geopoliticaleconomist.com/articles/the-crash-will-begin-in-america https://geopoliticaleconomist.com/articles/the-crash-will-begin-in-america Sat, 31 Jan 2026 06:00:00 +0000 Vikas Much Worse Than 1929, 2000, and 2008 Americas