Skip to main content

Posts

Showing posts with the label middle east conflict

Featured Post

Market Daily Report: Bursa Malaysia Ends Higher On Blue-Chip Buying, Tracks Most Regional Markets

KUALA LUMPUR, July 31 (Bernama) -- Bursa Malaysia ended higher on Friday as investors continued to accumulate blue-chip stocks in line with stronger performances across most regional markets. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 4.50 points to 1,724.90 from yesterday’s close of 1,720.40. The benchmark index opened 0.83 of a point higher at 1,721.23, and moved between 1,715.67 and 1,730.12 throughout the day. The broader market was positive with gainers outpacing losers 707 to 402, while 547 counters were unchanged, 1,085 untraded and 56 suspended. Turnover expanded to 3.03 billion units valued at RM3.56 billion from 2.49 billion units valued at RM2.25 billion on Thursday.
Post a Comment
Read more

Energy Shock Rewrites the Playbook: Why Nuclear & Clean Energy Are the Real Winners

The ongoing Middle East conflict is not just an oil story — it is triggering a  structural shift in global energy investment , with capital rotating toward  energy security-driven sectors . Energy Crisis Exposes Structural Weakness The disruption of the  Strait of Hormuz (≈20% of global oil flows)  has reinforced a critical reality: energy dependence = geopolitical risk . As highlighted in the report  , governments are no longer optimising for cost, they are prioritising  energy independence and supply resilience . This marks a shift from  “energy economics” to “energy security” , fundamentally changing investment flows. Clean Energy Becomes Strategic, Not Optional Rising oil prices and supply uncertainty have flipped the equation: Expensive oil →  renewables become economically viable faster Supply risk →  policy acceleration toward domestic energy sources This mirrors the  post-Ukraine war shift in 2022 , but on a broader scale. Key Se...
Post a Comment
Read more

Strait of Hormuz Disruption: Why the Iran War Matters for Global Markets

Market  Snapshot The  ongoing  conflict  involving  Iran,  the  United  States  and  Israel   is  causing  severe  disruption  to  maritime  traffic  through  the  Strait  of  Hormuz ,  one  of  the  most  critical  shipping  routes  for  global  energy  supply. In  recent  days,  tanker  movements  through  the  strait  have  nearly  stopped ,  as  Iranian  forces  warned  commercial  vessels  that  ships  could  face  missile  or  drone  attacks .  The  dramatic  drop  in  shipping  activity  has  already  triggered  sharp  increases  in  oil  and  gas  prices ,  raising  concerns  about  the  risk...
Post a Comment
Read more

Iran War Triggers Largest Oil Supply Shock in History, IEA Warns

The  Iran  conflict  has  unleashed  the  biggest  oil  market  disruption  ever  recorded ,  knocking  out 7.5%  of  global  supply  and  sending  crude  prices  back  above  US$100  per  barrel. Historic  Supply  Disruption International Energy Agency  ( IEA)  said  the  war  is  slashing  global  oil  supply  by  8  million  barrels  per  day  this  month  —  the  largest  disruption  in  oil  market  history. Flows  through  the  Strait  of  Hormuz —  which  handled  about 20  million  barrels  per  day  last  year —  have  plunged  by  more  than 90% . Key  Point:  The  effective  closure  of  Hormuz...
Post a Comment
Read more