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News

In just two days, something changed in Israel’s war against Lebanon. The military clash is no longer a mere exchange of fire along the border, but a fill war of attrition, targeting vital arteries and infrastructure.

Pakistan’s Prime Minister Shehbaz Sharif has said the government has started to distribute relief funds to public transport and freight operators through digital wallets, as it seeks to cushion the impact of sharply rising fuel costs.

Ukraine launched overnight drone attacks on Russian energy infrastructure, damaging an oil pipeline near the Baltic port of Primorsk in Leningrad Oblast and striking facilities deeper inside the country, according to regional authorities.

Rosatom says a strike breached the protection circuit of Iran’s Bushehr nuclear power plant, warning the risk of a catastrophic nuclear incident is rising sharply as Russian personnel are evacuated from the site.

Russia has indicated it is prepared to increase deliveries of oil and LNG to India, in order to maintain support for New Delhi’s fertiliser requirements, as global energy markets remain unsettled.

Tech

Russia ordered major websites to block VPN traffic from April 15 or face penalties, tightening internet controls that mirror Iran's wartime blackout as Moscow positions itself as a mediator in the Gulf conflict.

Iran's NZ embassy mocked Trump's "stone age" threat with AI images of the US president as a caveman beside an ancient Persian king, the latest in a social media information war running alongside the military conflict.

Iran-linked hackers Handala claimed to have breached Israeli air defence contractor PSK Wind Technologies and passed classified command and control data to resistance missile units, though the claims remain unverified.

Iran's IRGC named 18 US tech and AI firms including Google, Microsoft, Palantir and G42 as targets for retaliation

Saudi Arabia has launched a new autonomous vehicle passenger route between two Riyadh malls.

Opinion

Hungary’s parliamentary elections on April 12 would, under normal democratic conditions, point towards a change of government, but the country’s political system no longer operates on conventional terms.

Public discourse can appear disproportionately animated by US culture wars, US electoral cycles and US policy fashions. Foreign sports coverage on local media essentially means NBA or Major League baseball reports.

Erosion of Moscow’s influence in Balkans and South Caucasus creates an opportunity for Europe to expand its strategic role, says Carnegie Europe paper, but authors warn retreat is unlikely to be permanent.

A chorus of analysts and traders have spent recent weeks warning that oil prices will spike. But market is foward-looking and has already priced in the worst case. $200 oil won't happen.

Energy prices, supply chains, and financial markets are the main transmission channels, but the regional effects will vary significantly. The world faces yet another shock.

Data

Inflationary pressures recede further, marginal growth in new business recorded.

Country’s economic managers working with expected average price of $85/barrel for Brent oil in 2026.

Russia’s services sector returned to contraction in March, as weaker demand weighed on activity despite a modest improvement in business confidence, according to data published by S&P Global on April 3.

Gold has overtaken US Treasuries as the largest component of global central bank reserves for the first time since the mid-1990s, marking a significant shift in the structure of the international monetary system, Bloomberg reports.

Tokyo equities fell sharply on April 2, with the benchmark Nikkei 225 ending more than 2% lower as a sell-off gathered pace following remarks by US President Donald Trump that reignited concerns on the Iran war.

Features

The war in Iran has triggered a potential step change in the rate that China is selling off its US Treasury bill holdings. T-bill holdings are a good barometer for geopolitical tensions. China and the BRICS are dumping their T-bills.

Due to the supply chain disruptions stemming from the conflict in the Middle East, India could potentially see a decline in fertiliser output.

A surge in energy prices following the escalation of the Iran conflict is intensifying the cost-of-living crisis across the G7, dragging consumer spending growth to its weakest level since 2022.

A sustained escalation of the US/Israel-Iran conflict could push global oil markets beyond a price shock into severe physical shortages, with rationing, supply chain disruption and recessionary pressures becoming increasingly likely.

Reforms to oil, mining and financial laws have accelerated since the fall of Maduro, but legal ambiguity, institutional weakness and unresolved questions over democracy are tempering enthusiasm among investors, Orinoco Research says.

Blogs

Superficially the war in Iran has dealt Ukraine a huge blow. The White House is now completely distracted, and the Trump administration seems to have abandoned, or at least paused, the ceasefire negotiations with Russia.

Strong pro-Palestine sentiment in Slovenia causes alleged interference by Israeli private security firm ahead of general election to backfire.

For more than 3,000 years, Nowruz has been Iran's national festival, but this year's war has darkened the mood.

US Commander-in-Chief, meanwhile, says he told Netanyahu “don’t do that”. But he did do that.

America and Iran have two very strategies for fighting this war.The US is still using the old school approach of building extremely powerful and incredibly accurate flying bombs that will definitely destroy anything they hit and are hard to stop.

bneGREEN

A year ago this week, Spain’s grid ran entirely on renewable power for a full day for the first time ever. Wind, solar, and hydro met all the peninsula’s electricity demand on April 16.

The last three years were the hottest ever recorded and it’s only going to get worse – to the point where people will start to die from overheating. Unless you have an air conditioner.

Iran is building four solar plants and a wind farm targeting 100MW as the war batters the power grid, with the first phase due online by July 2026 amid repeated strikes on electricity infrastructure.

Chinese industrial conglomerate Sany Group plans to invest more than €1bn in a large-scale hybrid energy and data centre project in western Romania.

Singapore is taking another step toward the possible deployment of nuclear power, with the National Environment Agency announcing plans to commission three studies focused on nuclear safety standards and environmental safeguards.

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