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 -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…
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10 JulyPower
Panetta warns US risks forever war over Hormuz control
The former CIA director says the administration's implicit strategy—seizing the Strait of Hormuz to guarantee a ceasefire with Iran—would require sustained military operations with no clear endpoint and casualties the…
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9 JulyCapital
SK Hynix’s Nasdaq debut tests whether Korean tech can escape the won’s collapse
Foreign investors bought 190 billion won of Seoul equities Wednesday, breaking a 13-session selloff, even as Trump ended Iran ceasefire talks and oil prices climbed.
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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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7 JulyTech & AI
A US chipmaker just moved supply chains out of China. Malaysia’s grid can’t keep up.
Vertiv opened a 236,000 sq ft factory in Johor on July 6, avoiding 45% US tariffs on Chinese-made power units, but data centre demand could consume a fifth of Malaysia's…
