Catégorie : Polaris Strategy

  • Oil & Geopolitics : Rising Tensions in the Middle East

    April 2026 – Strategic Insight Recent developments in the Middle East are not isolated events.They are part of a broader structural shift impacting global energy markets. At current levels (~105$), oil is already pricing in geopolitical risk.However, the key question remains: is the market anticipating — or reacting? Several signals deserve attention: • Supply risk…