Neither governments nor businesses are yet implementing long-term solutions to adapt to a potential crisis

US President Donald Trump has promised an end to the Iran war sooner rather than later. The world economy is on its way to crisis  

The Mosaic Company

TotalEnergies SE

Exxon Mobil Corporation

Chevron Corporation

Cheniere Energy, Inc.

Alcoa Corporation

CF Industries Holdings, Inc.

Nutrien Ltd.

Occidental Petroleum Corporation

In the third week of U.S. and Israeli military action against Iran, commodity markets entered a phase that CNBC <a href="https://www.cnbc.com/2026/03/01/experts-weigh-potential-scenarios-for-oil-if-strait-of-hormuz-closes.html">compares</a> to the oil crisis of the 1970s. The blockade of the Strait of Hormuz has effectively cut off Asia's and Europe's largest consumers from some of their suppliers of energy, metals and chemicals. Who loses from this and who stands to gain?

Which companies will benefit from the disruption of raw material supplies due to the Iran war 

Union Pacific Corporation

Alphabet Inc.

Amazon.com, Inc.

Meta Platforms, Inc.

NVIDIA Corporation

Equinix, Inc.

CrowdStrike Holdings, Inc.

Last week was the worst week for the S&amp;P 500 since November 2025, losing 1.39% in five days, the Nasdaq Composite was down 2.1% and the Dow Jones was down 1.23%. In February, one of the reasons for the storm in the markets was a reassessment of the prospects of entire industries because of the development of AI. For investors, it's now a technology that must actually prove its ability to be profitable. What should they bet on now?

The market has experienced a wave of selling because of AI. Who will benefit from companies' revised valuations?

US and EU investment banks believe in the growth of artificial intelligence, energy and defense sectors

Investment ideas for 2026: betting on intelligence and guns

KBR, Inc.

Fluor Corporation

RTX Corporation

AECOM

US President Donald Trump has stated that Washington will take control of Venezuela after the overthrow of Nicolás Maduro. Political commentator Petr Kiryan believes that for investors, this could mean a repeat of the Iraq scenario.

Venezuela as a contract: what Trump's plan means for investors


In which regions of the world should investors look out for flocks of "black" and "gray" swans?

What political events investors should watch out for in 2026

America Movil, S.A.B. de C.V.

Millicom International Cellular S.A.

LATAM Airlines Group S.A.

Grupo Aeromexico, S.A.B. de C.V

Response to the article "Off Venezuela's shores, the U.S. fleet and aviation: what it means for the investor"

The Trump effect: why investing in Venezuela means investing in something other than Venezuela

Vista Energy, S.A.B. de C.V.

Pampa Energia S.A.

YPF Sociedad Anonima

Banco Macro S.A.

Grupo Financiero Galicia S.A.

Banco BBVA Argentina S.A.

Investors are pricing in Argentine assets after President Milieu's position in parliament is strengthened

Javier Miley's candy shop: what to buy in Argentina after the victory of anarchocapitalism

BNP Paribas SA

Societe Generale Societe anonyme

The Republic has found itself in a political deadlock, from which no political force sees a way out yet

"Contagious" for Europe: France without a government and without a parliament

Pyotr Kiryan

Writes about:

Articles: 20

Trump hasn't said when the Iran war will end. The economy has already set itself up for a crisis

The war in Iran has shocked commodity markets. But some are taking the hit while others are making money

The market has experienced a wave of selling due to AI. In which sectors are investors looking for a safe haven?

Investment ideas for 2026: betting on intelligence and guns

Venezuela as a contract: what Trump's plan means for investors

Letter to an investor in 2026: don't expect good news

The Trump effect: why investing in Venezuela means investing in something other than Venezuela

Javier Miley's candy shop: what to buy in Argentina after the victory of anarchocapitalism

"Contagious" for Europe: France without a government and without a parliament