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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 6 of 6

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 6 of 6

https://x.com/ChrisO_wiki/status/2038187681935401098?s=20

*Oil flows from the Persian Gulf and South East Asia #JPMorgan #Keplr*

Mar 30, 2026·Crude Oil
https://x.com/ChrisO_wiki/status/2038187681935401098?s=20

Now There's a Helium Shortage and It Affects More Than Balloons | Odd Lots

> "what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - **Nick Snyder** [[00:09:04](https://youtu.be/bjc6MgUY0BE?t=00h09m04s)] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - **Nick Snyder** [[00:10:47](https://youtu.be/bjc6MgUY0BE?t=00h10m47s)]…

Mar 29, 2026·Commodities
Now There's a Helium Shortage and It Affects More Than Balloons | Odd Lots

https://open.substack.com/pub/a16z/p/the-energy-situation-explained-for?utm_campaign=post-expanded-share&utm_medium=web

*The Energy Situation, Explained for Tech People | a16z*

Mar 27, 2026·Energy
https://open.substack.com/pub/a16z/p/the-energy-situation-explained-for?utm_campaign=post-expanded-share&utm_medium=web

Iran Conflict: How Long, and How Bad? | Goldman Sachs

> "For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - **Sanam Vakil** [[00:01:03](https://youtu.be/viwqwKpVHOE?si=IgCOSk3fZwu63IRQ&t=1m3s)] > "The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…

Mar 27, 2026·Crude Oil & Energy
Iran Conflict: How Long, and How Bad? | Goldman Sachs

What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

**1. Metadata & Credentials** - **Title:** What Iran means for the dollar: a perfect storm for the petrodollar - **Author:** Mallika Sachdeva, Strategist - **Source/Publication:** Deutsche Bank Research Institute - **Core Thesis:** The current Middle East conflict is fundamentally testing the US security umbrella that underpins the 1974 petrodollar agreement. This geopolitical fracture, combined with a potential…

Mar 27, 2026·Currencies & FX
What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/iran-conflict-how-long-and-how-bad/report.pdf

*Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs*

Mar 27, 2026·Report
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/iran-conflict-how-long-and-how-bad/report.pdf
Source
Crude OilChokepointsGeopolitics
+55 more tags
Iran ConflictMacro / EconomicsCrude Oil & EnergyReport, Blogs & InsightsMiddle East

https://x.com/ChrisO_wiki/status/2038187681935401098?s=20

Oil flows from the Persian Gulf and South East Asia #JPMorgan #Keplr

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UJ
Mar 30, 2026
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CommoditiesFinanceGeopolitics
+66 more tags
Helium
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Source
Crude Oil & EnergyFinanceGeopolitics
+66 more tags
Goldman Sachs
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Currencies & FXCurrencyDollar
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Iran Conflict
Macro / Economics
Middle East
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Now There's a Helium Shortage and It Affects More Than Balloons | Odd Lots

"what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - Nick Snyder [00:09:04] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - Nick Snyder [00:10:47]…

View Full Article
UJ
Mar 29, 2026
EnergyCrude OilIran Conflict
+66 more tags
Blog / ArticleMacro / EconomicsCrude Oil & EnergyReport, Blogs & InsightsGeopoliticsMiddle East

https://open.substack.com/pub/a16z/p/the-energy-situation-explained-for?utm_campaign=post-expanded-share&utm_medium=web

The Energy Situation, Explained for Tech People | a16z

View Full Article
UJ
Mar 27, 2026
Iran Conflict
Macro / Economics
Middle East
Podcast
Wall Street

Iran Conflict: How Long, and How Bad? | Goldman Sachs

"For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - Sanam Vakil [00:01:03]

"The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…

View Full Article
UJ
Mar 27, 2026
+11
11 more tags
Dollar, Money & CurrencyEconomicsFinanceGeopoliticsIran ConflictMacro / EconomicsMarkets & InvestmentsMiddle EastReportReport, Blogs & InsightsWall Street

What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

1. Metadata & Credentials

  • Title: What Iran means for the dollar: a perfect storm for the petrodollar
  • Author: Mallika Sachdeva, Strategist
  • Source/Publication: Deutsche Bank Research Institute
  • Core Thesis: The current Middle East conflict is fundamentally testing the US security umbrella that underpins the 1974 petrodollar agreement. This geopolitical fracture, combined with a potential…
View Full Article
UJ
Mar 27, 2026
Top Of Mind
Iran Conflict
+99 more tags
Goldman SachsFinanceWall StreetMacro / EconomicsGeopoliticsReport, Blogs & InsightsMiddle EastCrude Oil & EnergyPE/VC

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/iran-conflict-how-long-and-how-bad/report.pdf

Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs

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UJ
Mar 27, 2026