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Iran
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Iranian Media: Iranian Foreign Ministry Spokesperson Denies Negotiations with the US, Seeks to End the War, Not Just a Ceasefire
According to Iranian media Fars News, Iranian Foreign Ministry spokesperson Esmail Bagheri stated that since the war broke out in late February, there have been neither negotiations nor any exchanges
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Iran: Ceasefire and Negotiations Are Not Feasible at This Stage
According to a report by Iranian media Fars News, Iran stated that it will not accept a ceasefire nor enter into any negotiation process with the party that violated the agreement, as negotiating with
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Source: Iran will not accept a ceasefire and will not enter any negotiation process with the violating party
Svmuu News According to Iranian media Fars News: Sources stated that Iran will not accept a ceasefire and will not enter any negotiation process with the violating party. (Jin10)
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Analysis: Bitcoin's Resilience Highlights Market Toughness, Macro Shifts but Geopolitical Uncertainties Remain
Svmuu News Bitcoin has broken through $72,000. Despite tensions in the Middle East and ongoing geopolitical risks causing disturbances, Bitcoin and the broader crypto market have demonstrated consider
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Svmuu Evening Brief
1. BlackRock CEO: Oil prices at $150 would trigger a global recession; 2. Fluid: Has repaid approximately $70 million in USR-related debt on the BNB and Plasma chains; 3. Deutsche Bank: The petrodolla
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Israel drops 15,000 bombs on Iran: defense minister
Svmuu - Israel dropped 15,000 bombs on Iran, a number that is four times the total of the previous 12-day conflict, the Israeli defense minister said. (Solid Intel)
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Pakistan has handed over US proposal to Iran: sources
Svmuu (Reuters) - Pakistan has handed Iran a U.S. proposal, but the venue for any talks between Iran and the United States aimed at ending the war has not yet been determined, a senior Iranian source
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Iran claims to have fired missiles at a U.S. aircraft carrier, emphasizing its control over the Strait of Hormuz
Svmuu News: The Iranian military announced on the 25th (local time) that Iranian forces had launched missiles to strike the U.S. aircraft carrier USS Abraham Lincoln. Iran did not disclose further det
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Iranian Navy: Once US Aircraft Carrier Enters Missile Range, It Will Become a Target
Svmuu News According to Iran's SNN news agency, Iranian Navy Commander Irani stated that the US "Lincoln" aircraft carrier strike group is under continuous surveillance by Iran. Once it enters the ran
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Iranian Parliament Speaker Ghalibaf: Closely monitoring all US movements
Svmuu News According to the latest statement by Iranian Parliament Speaker Ghalibaf: "We are closely monitoring all US movements in the region, particularly troop deployments. The troubles caused by t
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Iranian Media: Friendly Countries Like Pakistan Are Working to Promote an End to the War Between the US and Iran
Svmuu News According to the Islamic Republic News Agency (IRNA): The Iranian Ambassador to Pakistan stated that friendly countries, including Pakistan, are working to lay the groundwork for dialogue b
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Deutsche Bank: The Petrodollar System Was Already Under Pressure Before the War Broke Out
Svmuu News The petrodollar system is supported by three core elements: U.S. demand for oil, oil being priced in U.S. dollars, and the security relationship between the Gulf region and Washington. All
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Brent Oil Falls Below $100 as Diplomatic Efforts Ease Concerns Over Escalating Middle East Tensions
Svmuu News Brent crude oil prices fell back below $100 per barrel, following a U.S. proposal of a 15-point plan to Iran aimed at ending the war, and reports that mediators are pushing for a meeting be
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Former US Official: Trump Administration Failed to Understand Iran's Nuclear Proposal, Insisted on Launching Attack
Svmuu News: Jake Sullivan, National Security Advisor during the Biden administration, stated in an interview that the US team did not understand the agreement proposed by Iran before the attack. Sulli
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BlackRock CEO: $150 Oil Price Could Trigger Global Economic Recession
Svmuu News: Larry Fink, CEO of the U.S. financial giant BlackRock, stated that if oil prices reach $150 per barrel, it could trigger a global economic recession. Fink believes it is still too early to
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Bill to Restrict Trump's War Powers Again Blocked in U.S. Senate
Svmuu News According to a vote in the U.S. Senate on the 24th, a bill aimed at preventing President Trump from launching further military action against Iran without congressional approval was blocked
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Svmuu Noon News
1. Trump claims Vance is involved in negotiations with Iran to end the war; 2. Arthur Hayes: The market is being overwhelmed by immense optimism, will not buy risk assets under current conditions; 3.
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Iranian Military Strongly Warns the U.S.: "Don't Call Your Failure an Agreement"
Svmuu According to a report on the 25th local time, a spokesperson for Iran's Khatam al-Anbiya Central Command warned the United States, "Don't call your failure an agreement." The spokesperson stated
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Iran: Energy and Oil Price Levels Will Not Return to Previous Levels Until Armed Forces Ensure Regional Stability
Svmuu News: Spokesperson for Iran's Supreme Joint Military Command: Energy and oil price levels will not return to previous levels until Iran's armed forces ensure regional stability. (Jin10)
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Analyst: Oil prices are expected to remain high until the conflict with Iran ends
Svmuu News Oil prices fell sharply as the United States pushed to end the war with Iran. Ajay Parmar, head of crude oil markets at commodity research firm ICIS, said, "Oil prices will continue to be v
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British Media: Iran Prefers Negotiations with Vance, Accuses Kushner and Witkof of "Betrayal"
According to a report by the British Daily Telegraph, Iran has refused to negotiate with U.S. Middle East envoy Witkof and Trump's son-in-law Kushner, accusing them of "betrayal." Gulf sources indicat
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Trump says Vance is involved in negotiations with Iran to end the war
Svmuu News U.S. President Trump said on Tuesday that Vice President JD Vance and Secretary of State Marco Rubio are leading negotiations with Iran and expressed optimism about reaching a deal. Sources
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Svmuu Morning Brief
1. U.S. House Republicans reject bundling housing bill with cryptocurrency legislation; 2. 7 newly created wallets withdrew nearly 75,000 ETH from Binance within 16 hours, worth approximately $161 mil
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Iran claims "non-hostile vessels" can pass through the Strait of Hormuz after coordination with Iran
Svmuu According to the Financial Times, Iran has circulated a letter to member states of the International Maritime Organization (IMO), stating that "non-hostile vessels" can pass through the Strait o
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Major U.S. stock indices broke out strongly on Tuesday, with the S&P 500, Dow, and Russell 2000 all hitting new all-time highs; Nasdaq Composite surged 3.5%, marking its largest single-day gain since May 2025.
The S&P 500 recorded its 25th record close of the year, the first since June 2. The Nasdaq has rebounded nearly 10% from its low last week. The immediate catalysts for this rally include US Treasury S
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DeItaone reports Trump claims his "real" poll numbers are the highest they've ever been, rejecting media polls as "fake"
Former President Trump attributes his support to tax cuts, job growth, border security, foreign investment, and policies related to Venezuela and Iran. He urged Americans to "Vote Republican for great
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Families of victims killed in US attack on Iran's Qeshm Island hold funeral, Iranian officials vow US will "pay the price"
The victims were a couple and their two-year-old child. Iran's chief negotiator and parliament speaker, Mohammad Bagher Ghalibaf, stated that the United States would "pay the price" for this.
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Traders are piling into bullish options bets to chase the stock market rebound, fueled by reports of a U.S.-Iran ceasefire, according to MarketWatch
Stocks have shot higher over the past four trading sessions, prompting investors to increase bullish call options. Nomura cross-asset strategist Charlie McElligott noted that bearish put options, accu
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@DeItaone: U.S. missile stockpiles near critical levels, with nearly 80% of THAAD interceptors and roughly 50% of Patriot missiles used since the Iran war began, sources say.
Senior military commanders have warned that Pentagon stockpiles are "dangerously low," raising concerns about readiness for future conflicts. Gulf allies, who rely on U.S. air defenses, also fear that
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Iran's military announced that it has maximized the opportunity to enhance its military capabilities during the ceasefire with the United States, and missile production has increased.
Last month, Iranian Islamic Revolutionary Guard Corps (IRGC) spokesperson Hossein Mohbi stated that Iran's missile production speed increased during the ceasefire, and missile accuracy improved throug
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US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
US President Donald Trump says Iran has 'one last chance' to make a deal, though Tehran is in no hurry to take it.
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DeItaone: Iran's Foreign Minister Spokesperson Says Talks with Oman Assessed as 'Positive' at Both Technical and Political Levels - State Media
DeItaone: Iran's Foreign Minister Spokesperson Says Talks with Oman Assessed as 'Positive' at Both Technical and Political Levels - State Media
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DeItaone: Iran Weighs Allowing Europe to Clear Mines in Strait of Hormuz
DeItaone: Iran Weighs Allowing Europe to Clear Mines in Strait of Hormuz
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Treasuries Rose on Tuesday as Falling Oil Prices Trimmed Expectations for More Than One Fed Rate Hike in the Coming Year
Oil prices fell due to signs of progress toward a diplomatic resolution of the Iran war, which in turn curbed expectations for aggressive Federal Reserve interest-rate hikes.
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Saudi Aramco's adjusted net profit for Q2 2026 was $33.4 billion, a 33% year-over-year increase, exceeding expectations due to rising oil prices from the Iran war.
Saudi Aramco announced that its adjusted net profit for the second quarter was $33.4 billion, exceeding analysts' expectations of $31.59 billion. Although crude oil sales and production declined durin
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Diamondback Energy CEO: Iran conflict caused largest oil supply shock, structurally raising oil price floor and complicating Fed rate cuts
Diamondback Energy CEO Kaes Van't Hof stated that the Iran conflict led to the largest oil supply shock in history, cutting global production by 13.6 million barrels per day and rapidly draining inven
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DeItaone relays BESSENT's view from CNBC interview, saying Iran deal could be reached tomorrow to open Strait of Hormuz
DeItaone relays BESSENT's view from CNBC interview, saying Iran deal could be reached tomorrow to open Strait of Hormuz
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EU Eyes Winter LNG Buys as Storage Hits Near Two-Decade Low After Iran War Drove Up Prices
The European Union is optimistic that winter liquefied natural gas imports will help offset inventories that are at their lowest level for this time of year in almost two decades, following the Iran w
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Emerging Markets Remain Under Pressure as US-Iran Impasse Lifts Oil Prices Above $86 a Barrel
Emerging-market stocks and currencies continued to face pressure due to the lack of progress in US-Iran talks, which pushed oil prices back above $86 a barrel.
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Roebuck stated that Iran's control over the Strait of Hormuz is a decisive bargaining chip.
Roebuck stated that Iran's control over the Strait of Hormuz is a decisive bargaining chip.
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DeItaone forwarded: Iranian military advisor threatens to strike US warships if they enter "illegal routes" in the Strait of Hormuz
Iranian military adviser Mohsen Rezaei warned that Iran "will not stand idly by" amid the ongoing US naval blockade. He emphasized that Iran would strike US warships if they entered "illegal routes" i
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DeItaone: Qatar's Foreign Ministry Spokesperson Confirms Ongoing Efforts and Search for Diplomatic Solution in U.S.-Iran Talks
Qatar's Foreign Ministry Spokesperson stated that efforts are ongoing with all parties regarding U.S.-Iran talks, and they are looking into a diplomatic solution.
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U.S. Army has depleted much of its long-range land-based missiles during Iran War, sources say
U.S. Army has depleted much of its long-range land-based missiles during Iran War, sources say
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DeItaone, citing a senior Iranian source to Reuters, reports a temporary Hormuz plan under discussion with Oman gives Tehran full control over inbound shipping.
DeItaone, citing a senior Iranian source to Reuters, reports a temporary Hormuz plan under discussion with Oman gives Tehran full control over inbound shipping.
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Iran President Pezeshkian Says He Will Not Resign, Aligns With Military Amid Reports of Rift
President Pezeshkian stated he has no intention of resigning and insists he is fully aligned with Iran's military, dismissing claims of a rift. He also defended the government's casualty figures from
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DeItaone quoted Saudi Aramco CEO Amin Nasser as saying that the war in Iran has led to a reduction of 2.6 billion barrels in global crude oil supply, and traffic through the Strait of Hormuz has dropped to 10% of pre-war levels, with over 100 million barrels of supply lost weekly. Even if immediately reopened, it would take 18 months to rebuild inventories.
Saudi Aramco CEO Amin Nasser said any major refinery outage would further tighten energy markets, which are already operating with very limited refining capacity.
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U.S. equity futures rose, and oil prices climbed in early European trading, as investors focused on progress in peace talks between the United States and Iran.
U.S. equity futures rose, and oil prices climbed in early European trading, as investors focused on progress in peace talks between the United States and Iran.
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Japan's trading houses are more upbeat on their earnings, as stronger commodity prices and a weaker yen offset the expected impact of the Iran war.
Japan's trading houses are more upbeat on their earnings, as stronger commodity prices and a weaker yen offset the expected impact of the Iran war.
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