Middle East
Sovereign wealth, energy transition, and geopolitical fault lines converge here in ways that ripple far past the region itself. The economies built on oil are racing to build what comes after it.
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Jul- 2026 -13 JulyCapital
Australia’s diesel reserves hit critical low as Iran war chokes the Strait
With just 37 days of onshore stock—less than half the IEA benchmark—Canberra faces an August deadline to extend fuel tax relief or bet that current reserves can absorb further disruption.
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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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13 JulyPower
Iran closes Strait of Hormuz, collapsing month-old US deal
The IRGC Navy declared the waterway closed on July 12 after US strikes and failed Muscat talks, threatening one-fifth of global oil supply and a 14-point memorandum signed barely a…
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13 JulyPower
Israel found a kilometer of Iranian-built tunnels beneath Lebanon. The ceasefire just got harder.
A 15-year-old Hezbollah complex under Beaufort Castle included missile launch positions, medical clinics, and invasion plans targeting Israeli towns six kilometers away, exposing the failure of a 2006 UN security…
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12 JulyEarth
A super El Niño and Iran war could break global food prices until 2028
NOAA assigns a 63% probability that sea-surface temperatures will exceed 2°C above normal by late 2026, colliding with an Iran-war food shock that has already pushed the FAO Food Price…
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11 JulyPower
Trump demands Iran guarantee the Strait of Hormuz or face missiles
The U.S. president threatened 1,000 missile strikes on July 11 while insisting Tehran issue a public statement confirming all shipping lanes remain open, even as Qatari mediators continue private talks.
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11 JulyCapital
Brent crude above $78 as Hormuz warzone costs outlast the ceasefire
Military escalation between the US and Iran has triggered a warzone designation that doubles mariner pay and raises insurance premiums on every barrel transiting the Strait, a cost structure that…
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10 JulyPower
Iran war reignites. Asia’s growth bet just collapsed.
Brent crude jumped to US$78 per barrel on July 9, the dollar strengthened, and Asian currencies fell in tandem, leaving central banks with shrinking room to support growth.
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10 JulyCapital
Asian chip stocks ignore oil surge as SK Hynix listing drowns out Hormuz risk
SK Hynix's US$26.5 billion Nasdaq offering sent South Korean and Japanese semiconductor shares up 2-3% on July 10, even as Brent crude climbed 5% weekly on escalating US-Iran tensions near…
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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…
