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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Jun- 2026 -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.
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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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25 JuneCapital
Petronas Chemicals loses its Middle East tailwind as Hormuz reopens
The Malaysian producer's 34% share price collapse in two weeks reflects the unwinding of a geopolitical premium that was never its own—analysts cut profit forecasts by 31% as petrochemical prices…
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24 JuneCapital
China just became the world’s oil price setter
By cutting imports three million barrels per day during the June 2026 Strait of Hormuz crisis, Beijing deployed one billion barrels in reserves to prevent the price spike markets had…
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22 JuneCapital
Asia’s biggest ETFs bled $2.5 billion before the rebound
BlackRock's India and Taiwan funds lost a combined $2.5 billion in March 2026 as geopolitical risk overwhelmed earnings, leaving the April bounce resting on a single Trump statement about the…
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22 JunePower
Seoul arrives first to claim its place in Middle East rebuilding
South Korea formed a reconstruction task force weeks before any ceasefire deal, positioning Korean firms ahead of rivals while rejecting any Hormuz toll as a matter of principle.
