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Maersk Suspends Key Shipping Routes as Iran War Disrupts Global Trade

Maersk Suspends Key Shipping Routes as Iran War Disrupts Global Trade

Escalating conflict and the effective closure of the Strait of Hormuz are disrupting supply chains, stranding ships and raising fears of a global energy shock. As war in the Middle East intensifies, one of the world’s most important shipping corridors has become a flashpoint for the global economy. The Danish

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Norway’s Sovereign Wealth Fund Expands Global Energy Strategy With Major North American Renewables Investment

Norway’s Sovereign Wealth Fund Expands Global Energy Strategy With Major North American Renewables Investment

Move signals continued shift by the world’s largest sovereign wealth fund toward large-scale clean energy infrastructure while global energy markets undergo a major transition. Norway’s sovereign wealth fund is deepening its presence in global energy markets, making its first major direct investment in North American renewable infrastructure while traditional oil

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Sovereign Capital Moves Into Contracted Renewable Power in North America

Sovereign Capital Moves Into Contracted Renewable Power in North America

Infrastructure ownership rarely changes through dramatic announcements. More often, it shifts quietly as operating assets migrate from developer balance sheets into the portfolios of long-duration capital. That transition is now visible across a portfolio of wind and solar projects spanning U.S. electricity markets. British Columbia Investment Management Corporation, Norges Bank

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The Iran War’s Shock to the Global System: Energy, Economics, and Global Governance in Crisis

The Iran War’s Shock to the Global System: Energy, Economics, and Global Governance in Crisis

The war involving the United States, Iran and Israel, which began with coordinated U.S.–Israeli strikes that killed Iran’s Supreme Leader and targeted Iranian military and regime infrastructure, has rapidly evolved into a global economic and energy crisis with clear implications for multilateral governance, economic resilience and energy security. In the

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Letter from the President

Letter from the President

President’s Letter3 March 2026 Dear Readers, The Iran war is a regional conflict. It is also a systemic test. What began as a military escalation has quickly become an energy shock, a market shock and a governance shock. When one fifth of globally traded oil moves through a single chokepoint,

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Big Tech Backs OpenAI’s $110 Billion AI Infrastructure Push

Big Tech Backs OpenAI’s $110 Billion AI Infrastructure Push

Artificial intelligence is no longer a software story. It is an infrastructure story. OpenAI said it is raising $110 billion in new capital, valuing the company at $840 billion and positioning it ahead of an anticipated mega-IPO later this year. The round includes $30 billion from SoftBank, $30 billion from

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