Miguel Ángel TempranoEconomics, geopolitics and investment
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Geopolitical Analysis

Money moves; power explains why. This section brings together work on how political and military decisions ultimately affect the price of things.

What is analysed

  • Straits and routes: the Strait of Hormuz, Bab el-Mandeb, the Arctic – the routes through which the goods we buy pass.
  • Supply chains: Chips, rare earths and the dependencies that go unnoticed until they fail.
  • Sanctions and energy What is the cost of turning off the tap, and who pays for it?
  • Elections and regimes: When does political change move a market, and when does it not?

Published documents

To be completed.

In the meantime, much of this work can be found in the column, filtered by the ‘Geopolitics’ tag, and in the reports from *El Mundo en 5 Minutos*.

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