Osiria Research
Research &
Analysis
Rigorous. Independent. Forward-looking.
Latest Posts
Geopolitical Risk · Energy Markets
Dynamics of Iran, Russia and China
Three sanctioned powers. One interlocking dependency structure. Understanding what each side needs from the others is essential to reading the new energy and security order.
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Geopolitical Risk · Energy Markets
Success in Silence: How Russia and China Are Benefitting from Iran
While the world watches Iran, Russia and China are quietly extracting enormous strategic and financial value. This is what winning without fighting looks like.
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Energy Markets · Commodities
Arabica Coffee: A Market Hiding in Plain Sight
Coffee futures are up nearly 3x from their 2021 lows. Most people noticed it in the price of their morning cup. We noticed it in the data.
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Energy Markets · Commodities
Arabica Coffee: The Demand Side Nobody Talks About
Price goes up. People keep drinking. That’s not loyalty — that’s inelasticity. The structural demand case that shapes the entire coffee market.
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Coverage Areas
01
International Trade
Trade flows, policy regimes, tariffs, supply chain restructuring, and the evolving architecture of global commerce.
02
Energy Markets
Oil, gas, transition commodities, OPEC+ dynamics, and the geopolitics of energy security and infrastructure.
03
Macro Policy
Central bank policy, fiscal trajectories, sovereign debt, currency dynamics, and macro transmission mechanisms.
04
Geopolitical Risk
Sanctions regimes, conflict economics, great power competition, and the financial implications of a fracturing world order.