Iran
Sanctioned, resource-rich, and central to nearly every flashpoint in the region — from the Strait of Hormuz to the state of nuclear diplomacy.
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Jul- 2026 -19 JulyCapital

Pakistan shifts fuel pricing daily, passing oil shocks to households
The cabinet transferred pricing authority to OGRA on July 18, automating pass-through of international benchmarks and ending weekly adjustments that had masked a $139 million current account deficit.
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19 JulyPower

Washington signals Iran conflict is now a global threat
A worldwide caution issued July 18 follows Iranian strikes that killed two U.S. soldiers in Jordan and eight consecutive nights of American retaliation across the region.
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16 JulyCapital

Thailand’s one-month fertilizer supply exposes the real Hormuz cost
With shipping traffic collapsing to 14 vessels and war-risk premiums spiking, Thai manufacturers face a repricing of supply-chain costs that no strategic oil reserve can absorb.
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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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15 JulyPower

India summoned Iran’s envoy after a missile killed its sailor
Thirteen Indian seafarers have died in Hormuz attacks since February, prompting New Delhi to abandon quiet diplomacy for real-time crew tracking and formal protests.
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15 JulyPower

Trump froze Iraq’s oil money to force militia disarmament
The Federal Reserve holds roughly 90 percent of Iraq's oil revenues in New York accounts, giving Washington direct leverage over Prime Minister Ali al-Zaidi's September 30 disarmament deadline for Iran-backed…
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15 JulyPower

India orders real-time monitoring after tanker attacks kill one seafarer
Following missile strikes on two chemical tankers in the Strait of Hormuz on July 14, India's shipping ministry deployed a real-time vessel dashboard and liaison officers, but cannot control the…
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15 JulyCapital

Oil shock unravels the Fed’s inflation victory in six hours
Brent crude surged to $86.18 on July 14 as U.S. naval blockade of Iran and Iranian strikes on tankers collapsed Strait of Hormuz crossings 52%, threatening to reverse the June…
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14 JulyPower

Trump’s strait tariff collides with Indian seafarer deaths
President Trump announced a 20 percent cargo fee on Strait of Hormuz transits hours before Iranian missiles killed one Indian crew member on a UAE tanker, triggering union demands for…








