The Geneva Brief

1. The Geneva Brief 3 Jul 2026 The Geneva Brief — Issue 069 | July 3, 2026 Daily MENA intelligence: Hormuz diplomacy, $128bn minerals investment, prolonged fertilizer tightness, Gulf sovereign infrastructure tilt, and regional food-import exposure.
2. The Geneva Brief 2 Jul 2026 The Geneva Brief — Issue 068 | July 2, 2026 Daily MENA intelligence: MENA solar surge, India–Brazil rare-earth pact, rising potash prices, Gulf SWF green issuance, and UNCTAD minerals-demand outlook.
3. The Geneva Brief 1 Jul 2026 The Geneva Brief — Issue 067 | July 1, 2026 Daily MENA intelligence: Hormuz shipping recovery, Albemarle DLE breakthrough, fertilizer-to-food transmission, EU green-bond fund, and IEA MENA power-investment outlook.
4. The Geneva Brief 30 Jun 2026 The Geneva Brief — Issue 066 | June 30, 2026 Daily MENA intelligence: Moroccan phosphate duty waiver, OPEC+ quota unwind, FAO wheat prices, US EXIM critical-minerals financing, and PIF 2026–2030 strategy.
5. The Geneva Brief 29 Jun 2026 The Geneva Brief — Issue 065 | June 29, 2026 Daily MENA intelligence: oil sits at four-month lows as the surplus reasserts, copper hits a record, gold steadies, and Trump moves to unwind decades of Ir
6. The Geneva Brief 28 Jun 2026 The Geneva Brief — Issue 056 | June 26, 2026 Daily MENA intelligence: crude steadies near $70 as the Strait of Hormuz reopens, fertilizer prices retreat from war highs, and Washington moves to build an allied critical-minerals bloc.
7. The Geneva Brief 25 Jun 2026 The Geneva Brief — Issue 064 | June 25, 2026 Daily MENA intelligence: Gulf exports near 75% of prewar levels as the surplus narrative returns, copper nears records, and the EU-Gulf contest for transit
8. The Geneva Brief 24 Jun 2026 The Geneva Brief — Issue 063 | June 24, 2026 Daily MENA intelligence: Saudi Arabia reloads at Ras Tanura as OPEC cohesion frays, copper climbs on supply fears, and fertilizer relief filters through.
9. The Geneva Brief 23 Jun 2026 The Geneva Brief — Issue 062 | June 23, 2026 Daily MENA intelligence: Gulf green-bond and minerals financing accelerate, NEOM hydrogen nears completion, and oil stays soft as Iranian supply returns.
10. The Geneva Brief 22 Jun 2026 The Geneva Brief — Issue 061 | June 22, 2026 Daily MENA intelligence: critical minerals named the ultimate geopolitical lever, oil holds its post-deal slide, and the EU unveils a EUR25bn trans-Mediter