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Global Political Analysis

Will the Iranian tanker sink the global economy?

Friday, 20 March 2026, written by Andy Langenkamp

The Iran war is a symptom of a world in which geopolitics is having an increasingly direct impact on trade, energy, inflation, and financial markets. The question is not only when and how quickly the fighting will subside, but even more so what economic and financial damage will continue to be felt once the loudest explosions have died down. We present the various scenarios.

This report is published: Bi-weekly

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Previous reports

Iran war – corridor, shock or deal?

Friday, 06 March 2026

The Iran conflict is more than a regional war; it is a stress test for global energy markets, the world economy and geopolitical relations. This report breaks down the scenarios and what they mean for markets, the global economy and world order.

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How will the new Iranian war end?

Monday, 02 March 2026

Epic Fury meets Roaring Lion – America and Israel shake the escalation ladder: is a prolonged regional war looming?

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Midnight Hammer Revisited - Will Trump strike Iran again?

Friday, 20 February 2026

According to many defense experts, the largest American military build-up in the Middle East since the invasion of Iraq in 2003 can only mean that an attack on Iran is inevitable. Is this true, and if so, what will be the geopolitical and economic consequences?

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Analysis on request and consultancy

In today’s complex, volatile, and interconnected business and investing environment, decision-makers often find it challenging to sift effectively through the vast amounts of data about (geo)political, financial, and economic risks. Our Global Political Analysis reports and Bi-Weekly insights cut through the noise to help you understand the political risks ahead. For clients needing customized analysis, monitoring, scenarios, and forecasts, we provide various consultancy services and offer analysis upon request. 

Feel free to reach out to our Senior Political Analyst, Andy Langenkamp to discuss your options. 

 

Global Politics: Overhyped, Underhyped, On Point

Every two weeks, you receive my Global Political Analysis report. In between those editions, I’ll send a short extra update. Drawing on top sources and think tanks, I’ll flag what’s overexposed, what’s underexposed, and what’s spot-on. Please reach out if you’d like me to dive deeper into any topic.

Archive:

Read article 13th February 2026

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Read article 16th January 2026

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Read article 24th October 2025