Bahrain
A small Gulf state betting its future on finance and logistics, aware that oil alone won’t carry it much further and moving accordingly.
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Jul- 2026 -16 JulyCapital
Iranian drones just rewired Asia’s data centre map
JPMorgan estimates Malaysia's pipeline at 13GW—exceeding Indonesia, Thailand, and Singapore combined—as hyperscalers flee Middle Eastern conflict exposure.
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15 JulyPower
Congress blocks defense bill as Trump threatens Iranian infrastructure
Senate Democrats halted the NDAA on July 14, signaling war-powers constraints even as Trump vowed to destroy Iran's power plants and bridges unless negotiations resume.
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14 JulyCapital
Iran just weaponized the Strait of Hormuz into a toll booth
Only 14 commercial vessels crossed on July 13 after the GFS Galaxy attack, while freight rates on Middle East lanes surged 250%, exceeding pandemic records and signaling Tehran may be…
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13 JulyPower
US and Iran’s Hormuz gambit collapses into regional warfare
After reciprocal strikes across the Gulf widened the conflict to five allied states, Brent crude jumped to $78.86 a barrel, signaling traders are pricing a sustained disruption rather than a…
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10 JulyPower
Iran’s succession crisis just killed the ceasefire with missiles
The U.S. struck Iranian air defenses on July 9; Iran retaliated with missiles and drones across Bahrain, Kuwait, Qatar, and Jordan, collapsing a month-old agreement and sending Brent crude up…
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Jun- 2026 -28 JunePower
Iran threatens to walk away from US talks after ceasefire breaks down
Just 11 days after signing a 60-day interim deal on June 17, both sides exchanged fire over the weekend, testing whether mediators in Switzerland can salvage negotiations before mid-August.
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19 JuneCompass
Australia opened Gulf routes for 60 days. Here’s the catch.
Five Middle Eastern countries dropped from Level 4 to Level 3 on 18 June 2026, but the downgrade runs only as long as the US-Iran ceasefire holds—roughly two months before…
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11 JuneCompass
Bahrain’s cheap bridge to Europe just got too risky to cross
AirAsia X delayed its Kuala Lumpur–Bahrain–London route from June to August or September 2026, citing Middle East airspace warnings that make the Gulf hub model harder to defend.
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May- 2026 -24 MayCapital
China’s $620 billion US debt sale reshapes global reserve system, avoids market crash
China has reduced its officially reported U.S. Treasury holdings from a peak of $1.316 trillion in November 2013 to $693.3 billion by February 2026 — a liquidation of more than…
