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  • Home
  • About
    • Who We Are
    • Leadership Team
    • Investment Strategy
    • Innovation Process
  • Invest
    • Private Companies
    • Public Companies
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  • AI Lab
  • Investment Insights
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Oil Shock or Defense Supercycle The Hidden Market Rotation Behind the Hormuz Crisis The Strait of Hormuz crisis has triggered an immediate repricing in oil and LNG markets. That reaction is directionally correct, but incomplete. Beneath the surface, a second and potentially more durable trend is accelerating. Global defense spending is entering a new phase, driven by the convergence of energy insecurity, geopolitical fragmentation, and rapidly evolving warfare technology.
Oil Shock or Defense Supercycle? The Hidden Market Rotation Behind the Hormuz Crisis

...

24 March, 2026
2026 Strait of Hormuz Disruption Infographic
2026 Strait of Hormuz Disruption – Impact on Global Oil and LNG Markets
24 March, 2026
Global defense spending on next generation capabilities
Global Defense Spending on Next-Generation Capabilities
24 March, 2026
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