Oil markets are finally focusing on geopolitical risk, with disruptions in the Red Sea pushing Brent up toward $79 and WTI above $73. - Shipping stocks have been on the rise since the Houthi threat in the Red Sea began to escalate, with the likes of$A.P.莫勒 - 马士基(AMKBY.US)$,$以星航运(ZIM.US)$and$Hapag-Lloyd Aktien(HLAGF.US)$adding some 15-20% over the past three trading sessions. - Whilst the...