The New Iran War: Energy, Agriculture, and Materials (EAM)

5 hours ago
2 min read

Geopolitical expert Abishur Prakash ("Mr. Geopolitics") warns that "EAM" (Energy, Agriculture, and Materials" are in the eye of the storm because of the US-Iran war.

Summary: EAM: The New Geopolitics of 2026

The war in the Middle East has shifted global security away from traditional battlefields and into what Mr. Geopolitics (Abishur Prakash) calls EAM (Energy, Agriculture, and Materials).

Jet Fuel Crisis: Europe faces a 6-week supply countdown as 75% of its jet fuel depends on Middle Eastern exports.
Fuel Costs: Prices have doubled to $1,838 per tonne, breaking the business model for global tourism and aviation.
Food Insecurity: 30% of global fertilizer is paralyzed by the conflict in the Strait of Hormuz.
The "Soy-for-Corn" Shift: High fertilizer costs are forcing farmers to plant soy over corn, which will trigger massive price spikes in meat and livestock feed.
Materials Inflation: Prices for aluminum and natural rubber are up 25% to 30%, raising costs for construction and manufacturing.
The Arctic Shift: If southern trade routes remain closed, Russia’s Northern Sea Route becomes the primary artery for goods entering Europe.
The Bottom Line: According to Mr. Geopolitics, even a peace deal won't fix the months-long backlog in global supply chains. The EAM crisis is the new status quo.

Expert Perspective: Analysis by Abishur Prakash, one of the world's leading geopolitical experts and speakers. This insight on EAM shows how energy, agriculture, and materials are the new "fight" alongside the military battlefield between the US and Iran (and Strait of Hormuz).