
Prolonged Pakistan–Afghanistan Border Shutdown Chokes Trade and Medicine Flows
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Pakistan’s mineral ambitions imperiled as US-origin arms arm militants
American weapons abandoned in Afghanistan have surfaced across Pakistan’s border regions, strengthening insurgents and raising security costs for planned mineral projects. U.S. financing for Reko Diq and high-value mineral claims have intensified geopolitical competition, but violence now threatens to derail resource extraction and local stability.

Pakistan says military killed scores of militants after coordinated attacks in Balochistan
Pakistan's armed forces reported neutralising dozens of insurgents following coordinated assaults across Balochistan that also cost security personnel and civilians their lives. Authorities launched broad clearance operations, imposed local movement and communications controls, and pointed fingers at external backers while independent verification of claims remains limited.

U.S. container traffic stalls as global trade routes pivot
After a pandemic-driven surge, growth in U.S. container volumes has essentially stopped as carriers and shippers reconfigure routes and cargo flows elsewhere. The shift reduces demand for U.S. port services, strains terminal economics and forces logistics players to reassess capacity and investment plans.
Tehran’s Uneasy Calm: Crackdown Aftershocks Meet U.S. Military Pressure
A fragile normality in Tehran masks deep social trauma and heightened military tension after a deadly domestic crackdown and the arrival of U.S. naval forces nearby. The confrontation has compounded an economic collapse marked by a precipitous fall in the rial and widened the gap between public fear of reprisals at home and warnings of external action.

Russia's economy slides into structural depletion amid prolonged war
After five years of sustained military operations, Russia’s economy has shifted from resilience to prolonged attrition as policymakers prioritise the war effort over productive investment. A widening fiscal squeeze — driven by weaker crude receipts, reserve drawdowns, heavier borrowing and rising unit costs for equipment — compounds technology embargoes and demographic pressures, locking the economy into low growth unless there is a major policy or external shift.

Saudi–UAE Rift Elevates Risk and Cost for Middle East Commerce
Recent diplomatic strains between Saudi Arabia and the UAE are translating into real economic friction: cross-border projects are being delayed, investors are reassessing exposure, and regional businesses face higher operational friction. The episode is tamping down deal flow, raising transaction costs and forcing firms to revisit supply-chain and cash-management strategies amid heightened geopolitical uncertainty.

Deep Freeze Shuts Wells and Idles Refineries Across Texas, Tightening Fuel Supply
An intense Arctic cold snap has forced widespread shutdowns at Texas oil fields and refineries, cutting crude output and refinery throughput and straining fuel distribution. The immediate effect is localized supply tightness and higher wholesale prices, while longer-term risks center on infrastructure resilience and inventory management ahead of spring demand.

U.S. pressure throttles Cuba’s fuel supply to roughly two weeks
Tightened U.S. measures have sharply constrained the flow of refined petroleum into Cuba, leaving the island with only around two to three weeks of fuel on hand. A recent cancellation by Mexico of a scheduled oil shipment to Havana underscores how third-party governments and suppliers are yielding to U.S. scrutiny, intensifying the immediate humanitarian and economic risks.