Geoanalytic Blogs https://geoanalytic.io/blogs Data-led stories on the world economy from Geoanalytic. en Delta is quietly an oil company, and that is how it is surviving $100 oil https://geoanalytic.io/blogs/delta-air-lines-oil-refinery-amex-2026 https://geoanalytic.io/blogs/delta-air-lines-oil-refinery-amex-2026 Tue, 13 Oct 2026 08:00:00 GMT Delta's fuel bill jumped 60% in 2026, yet its profit held flat. A refinery, an Amex card deal and premium fares explain how, and what could still break it. Airlines Oil Delta Air Lines Jet fuel United States France pays more than Italy to borrow, by the widest gap in euro history https://geoanalytic.io/blogs/france-italy-bond-yield-gap-record-2026 https://geoanalytic.io/blogs/france-italy-bond-yield-gap-record-2026 Mon, 12 Oct 2026 08:00:00 GMT France's 10-year yield is 30bp above Italy's, the widest gap since the euro began. Six charts on deficits, debt, record bond sales and a rising interest bill. France Italy Bond markets Sovereign debt Budget 2027 Eurozone Taiwan is growing at 13%. Finland and the Netherlands know how this can end https://geoanalytic.io/blogs/taiwan-ai-export-boom-dutch-disease-2026 https://geoanalytic.io/blogs/taiwan-ai-export-boom-dutch-disease-2026 Sun, 11 Oct 2026 08:00:00 GMT Taiwan's exports hit $87bn a month and GDP is growing 12.9%. What the Dutch gas boom and Nokia's Finland say about an economy built on one product. Taiwan Semiconductors Trade AI Dutch disease India raised rates with core inflation at 2.9%. Oil did this, not a boom https://geoanalytic.io/blogs/india-rbi-rate-hike-oil-rupee-2026 https://geoanalytic.io/blogs/india-rbi-rate-hike-oil-rupee-2026 Fri, 09 Oct 2026 08:00:00 GMT The RBI raised its repo rate to 5.50%, its first hike since 2023. Oil, a weak monsoon and a falling rupee drove it, not an overheating economy. India Reserve Bank of India Interest rates Inflation Oil Rupee Emerging markets Malawi's dollar costs K1,751 on paper, but the IMF deal needs a real price https://geoanalytic.io/blogs/malawi-kwacha-devaluation-imf-deal-2026 https://geoanalytic.io/blogs/malawi-kwacha-devaluation-imf-deal-2026 Fri, 09 Oct 2026 08:00:00 GMT Malawi's official dollar rate has barely moved since 2023 while cash costs 6.5% more at banks. Why a new IMF deal likely waits for a kwacha devaluation. Malawi Kwacha IMF Devaluation Exchange rates Sub-Saharan Africa Sovereign debt Oil is near $100, and Saudi Arabia's economy is shrinking anyway https://geoanalytic.io/blogs/saudi-arabia-oil-price-gdp-deficit-2026 https://geoanalytic.io/blogs/saudi-arabia-oil-price-gdp-deficit-2026 Fri, 09 Oct 2026 08:00:00 GMT Saudi Arabia expects GDP to shrink 3.6% in 2026 even with Brent near $100. Seven charts on lost oil output, a SAR 245bn deficit and more borrowing. Saudi Arabia Oil Budget deficit Gulf OPEC Sovereign debt Iran war Senegal's oil boom and its debt crisis are the same story https://geoanalytic.io/blogs/senegal-oil-boom-debt https://geoanalytic.io/blogs/senegal-oil-boom-debt Fri, 09 Oct 2026 08:00:00 GMT Senegal grew 6.7% in 2025 as oil began flowing, yet it is now restructuring its debt. A data-led look at non-oil growth, hidden debt, interest costs and the Ghana and Zambia precedents. Senegal Sovereign debt Oil Emerging markets Ghana Zambia IMF