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 -9 JulyCapital
Japan’s bond yield hits 27-year high as Gulf tensions push rates up
The 10-year JGB yield reached 2.880%, its highest since 1996, as renewed Strait of Hormuz hostilities sent Brent crude above $80 and forced markets to price in additional Federal Reserve…
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9 JulyPower
US strikes near Iran’s nuclear plant with no diplomatic off-ramp
The second wave of strikes hit Bushehr province on July 8, where Iran's only operating reactor sits 200 kilometres from the Strait of Hormuz, prompting Tehran to threaten massive retaliation…
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9 JulyCapital
Iran sanctions push Bitcoin below $61,500, erasing $310M in leveraged bets
Brent crude surged past $80 a barrel after the Trump administration ended waivers on Iranian oil exports, triggering a flight from risk assets as the Federal Reserve faces renewed inflation…
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8 JulyPower
US strikes collapse Iran ceasefire in three weeks
On July 7, US Central Command launched retaliatory strikes against Iranian military targets after three commercial vessels were attacked in the Strait of Hormuz, effectively ending the Islamabad memorandum signed…
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Jun- 2026 -30 JunePower
China turned a Gulf crisis into a decade-long advantage
By stockpiling 104 days of crude and installing 315 gigawatts of solar in 2025, Beijing absorbed the Strait of Hormuz shock that devastated its neighbours.
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30 JunePower
Trump announced Iran talks. Tehran said they’re not happening.
The gap between Washington's confirmation and Tehran's denial on June 29 signals a de-escalation channel losing credibility before it can deliver on sanctions relief or maritime access.
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30 JuneCapital
Sri Lanka’s fuel relief is really a hostage to Brent crude
A ceasefire cut pump prices 6% on June 30, but the same formula that delivered relief can reverse it the moment Middle East tensions flare again.
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29 JuneCapital
Oil reserves capped the spike. Now the world faces the bill.
Brent crude has eased to $72.60 per barrel after governments drained strategic stockpiles during the Iran conflict, but depleted reserves leave markets more exposed to the next shock through the…
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29 JunePower
China wins the Gulf crisis without firing a shot
An unconfirmed US-Iran deal leaves the Strait of Hormuz unsettled, but Beijing's 65-day strategic oil reserve gives it an advantage no regional rival can match.
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28 JunePower
Iran’s third strike day tests a ceasefire that was never meant to last
The Revolutionary Guard claims attacks on eight U.S. facilities in Kuwait and Bahrain, while announcing new Strait of Hormuz inspections that could choke a fifth of global seaborne oil.
