Geopolitical Shifts Create Strategic Investment Opportunities in Energy and Defense
The recent U.S.-Iran airstrikes in June 2025 have reshaped the geopolitical landscape of the Middle East, introducing both risks and opportunities for investors. While tensions have stabilized temporarily, the region’s energy markets and defense industries remain at the forefront of global strategic interests. This analysis explores how geopolitical shifts are altering the calculus for investors in the energy and defense sectors, while highlighting actionable strategies to capitalize on these dynamics.
Energy Markets: Volatility Amid Resilience
The June airstrikes initially sent Brent crude prices tumbling 11.7%, as markets priced in fears of supply disruptions. However, a fragile ceasefire and resilient U.S. shale…
