Show Notes
In the third episode of The Assessment, Charlie Edwards, Emile Hokayem and Elliot Hentov probe an AI forecast suggesting that it is unlikely that major carriers will announce a full resumption of services through the Strait of Hormuz before the end of the year.
They explore Iran's 17 August fee deadline, the insurance and mine-clearance bottlenecks and what a semi-permanent Cape detour would mean for global trade. Hosted on Acast. See acast.com/privacy for more information.
More from The Assessment
What happens to US defence funding if Democrats win the House?
In episode five of The Assessment, Charlie Edwards is joined by Caroline Bain, founder of Bain Commodities Research, and Natalie Scott-Gray, Senior Metals Demand Analyst at StoneX, to unpack the tightening outlook for the copper market. With ore grades falling at ageing mines and Chinese smelters facing record-low treatment charges, is the market heading for a structural deficit, or will new supply come through faster than expected?
In episode four of The Assessment, Charlie Edwards is joined by Dr Dan Watson, Research Associate for Conflict, Security and Development at the IISS, and Paul Melly, Consulting Fellow in the Africa Programme at Chatham House, to unpack the deepening crisis across Mali, Niger and Burkina Faso. With insurgents making gains against the Malian junta, is Russia's Africa Corps quietly shifting from counterinsurgency operations to serving as a palace guard?
In episode two of The Assessment, our experts revisit the Hague summit pledge of 5% of GDP on defence by 2035 one year on and ask whether it's already fiscally out of reach for key NATO members.
In the inaugural episode of The Assessment, host Charlie Edwards holds discussions with Nigel Gould-Davies, IISS Senior Fellow for Russia and Eurasia, and Timothy Ash, BlueBay Senior Sovereign Strategist for Emerging Markets, to explore whether Russia could face a formal fiscal crisis within the next two years. Using an AI-generated forecast they explore the country’s worsening fiscal pressures, oil-price vulnerability, sanctions and the implications for the war in Ukraine. Hosted on Acast. See acast.com/privacy for more information.