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 -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.
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20 JuneCapital
India’s fuel firms swallowed $2.6 billion to shield kitchens from conflict
State-owned oil marketing companies absorbed ₹22,000 crore in losses between March and May 2026, holding domestic LPG prices nearly flat while the global benchmark jumped 46% during West Asia tensions.
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16 JunePower
Iran war rewired Asia’s trade. The strait reopening won’t undo it.
A 60-day ceasefire window reopened the Strait of Hormuz, but the brief blockade exposed how a single chokepoint controls a third of global seaborne oil and 90% of Asian LNG…
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15 JunePower
Iran and America both claim victory. That’s the problem.
The ceasefire text halts a war that closed the Strait of Hormuz, but Tehran and Washington describe the deal so differently that neither side admits what it conceded.
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14 JunePower
Trump pursues Iran deal with Netanyahu locked out of the room
The Israeli prime minister faces an ICC arrest warrant in France, but his exclusion from G7 talks signals a deeper shift: Washington is negotiating Iran's future without the leader who…
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12 JuneCapital
Malaysia’s currency is being priced by Tehran, not Kuala Lumpur
The ringgit rose against the dollar on June 12 as Brent crude fell 2.4% on US-Iran peace hopes, but weakened against every regional peer, exposing how geopolitics now moves emerging-market…
