Day: March 19, 2026

Honda’s $15.7 Billion Lesson: The EV Gamble That Unravelled

On 12 March 2026, Honda Motor Company did something its shareholders had not seen since the company listed on the Tokyo Stock Exchange in 1957: it announced the likelihood of its first-ever annual net loss, the result of a single strategic bet that unravelled in several directions simultaneously. Honda cancelled

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Honda’s $15.7 Billion Lesson: The EV Gamble That Unravelled

On 12 March 2026, Honda Motor Company did something its shareholders had not seen since the company listed on the Tokyo Stock Exchange in 1957: it announced the likelihood of its first-ever annual net loss, the result of a single strategic bet that unravelled in several directions simultaneously. Honda cancelled

Read More »

Oil, Gas, and the Energy Reckoning Nobody Planned For

On 18 March 2026, Brent crude settled at $107.38 a barrel. Europe’s natural gas benchmark jumped 6% in a single trading day. In Colombo, Sri Lanka, schoolchildren stayed home, not because of a storm or a public holiday in the conventional sense, but because their government ran the numbers on

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Oil, Gas, and the Energy Reckoning Nobody Planned For

On 18 March 2026, Brent crude settled at $107.38 a barrel. Europe’s natural gas benchmark jumped 6% in a single trading day. In Colombo, Sri Lanka, schoolchildren stayed home, not because of a storm or a public holiday in the conventional sense, but because their government ran the numbers on

Read More »

BRICS+ Series: Global Trade & Re-routes

There is an old saying in trade: every disruption is somebody else’s opportunity. Right now, as two of the world’s most critical maritime chokepoints face closure or active threat, that opportunity is sitting directly off the southern tip of Africa. The question is whether South Africa and the continent more

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