By M.Rezvan, PhD Student in economics at TMU 1. The Cash-Generation Engine: Why Aramco Rivals the Sum of Its Peers To grasp the scale, one must employ quantitative metrics. In the financial world, valuation is anchored in Free Cash Flow and Net Income. An analysis of financial statements reveals that the following equation consistently holds […]
Why Aramco Stands Alone? Read More »
Since the announcement of the two-week ceasefire between Tehran and Washington, various analyses have emerged regarding its nature and the future of developments. Generally, in recent hours, three points have raised some ambiguities and concerns about this ceasefire: Maintaining Strategic Leverage Iran retains strategic leverage despite the ceasefire, including control over the Strait of Hormuz
A Reflection on a Point Regarding the Iran and U.S. Ceasefire Read More »
War in the Persian Gulf and the closure of the Strait of Hormuz present terrifying prospects. However, unlike the 1970s, this crisis will not lead to the dreadful stagflation of that era. Why is this time different from the 1970s? In the 1970s, the OPEC oil embargo and the resulting shortages created a sense of
Scenarios for Closing the Strait of Hormuz by Iran Read More »
As more than month has passed since the of the third imposed war against Iran, a natural question arises: How long will be the continuation of this war? Military equipment, logistical and financial weaknesses do not lead to defeat. Historical analytics have shown that the resistance and steadfastness of the weaker party can, with effective
Iran’s Ceasefire Before Deterrence Point: Risks of Becoming Iraq Read More »
The Ramadan War caused widespread destruction in West Asia. Reconstruction offers a chance for economic transformation in energy, transport, and industry, promoting sustainable development and regional cooperation through technology and internal synergies. Islamic Republic of Iran’s Capacities for Regional Reconstruction Logic of Turning Threat into Opportunity: From Infrastructure Destruction to Regional Value Network Widespread infrastructure
Reconstruction of West Asia After the Ramadan War Read More »
When a country enters a state of war or crisis, businesses instinctively react by focusing on survival. market shrinks, liquidity decreases, user behavior shifts, and operational rise. In this situation, what can a digital business do to prevent a collapse is a “Contraction strategy.” What are the points of Contraction Strategy? 1: Resources Cost Reduction
Contraction Strategy in Wartime for Digital Businesses Read More »
Regime Change Strategy: An Impossible target The Zionist regime continues to pursue a regime change strategy; however, due to its significant defeat in provoking internal unrest, as evidenced by the struggles represented by the Pahlavi placards, it is forced to seek regime change through economic pressures during or after the war. The Zionist enemy aims
Why has Israel targeted Iran’s infrastructure? Read More »
Military conflicts in the Middle East, known as “Ramadan war” between Iran, the U.S., and Israel, have widespread implications for regional security and the global economy. These tensions impact energy markets, trade and investment, leading to increased political and economic uncertainty. In the context of rapid and complex regional developments, a thorough examination of the
Framing a Scenario Based Analysis of Ramadan War Read More »
This report investigates impact of the Hormuz Strait blockade on global metals markets. A vital and logistical chokepoint sees 20% of the world’s oil and significant volumes of dry bulk cargo transit through it annually. Recent military conflicts and restrictions have disrupted supply-demand balances, to a paradigm in mineral and metal industries, evidenced by enhanced
Hormuz Strait: From Logistic blockade to Flames in the Metals Market Read More »
Which one of the middle east countries are America’s allies? Seven steel and five major aluminum plants in six Arab countries (Saudi Arabia, the UAE, Qatar, Kuwait, Oman, and Bahrain), along with one facility in Israel, form the core of the supply chain heavy industries are supported indirectly by the United States. Some complexes such
The Steel and Aluminum Industries of America’s Allies in the Middle East Read More »
