Oil prices no longer tell the full story of GCC geopolitical risk. This brief outlines the new operational signals—from vessel movements to supplier terms—that investors must monitor to identify companies capable of protecting supply and cash flow during regional trade disruptions.

The accelerating global scramble for green transition minerals is rapidly evolving into a multidimensional geopolitical and security challenge for the Great Lakes and Eastern Africa region. The African continent is endowed with large amounts of critical mineral supplies, making the continent a theatre of geopolitical competition