Geopolitics
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Iranian Foreign Minister: The Strait of Hormuz is Not International Waters
Svmuureports that Iranian Foreign Minister Abbas Araghchi stated that the Strait of Hormuz is not international waters, but is jointly owned by Iran and Oman, and is thousands of miles away from the U
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Israeli Chief of Staff: Ready to Return to the Fight with Iran
Svmuu News: The Chief of Staff of the Israel Defense Forces stated, "We are ready to immediately return to the fight with Iran. The recent attack on Iran is a prelude to a stronger and more severe str
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Saudi media: White House officials say nuclear talks are yielding positive results
Svmuu News: According to Saudi Arabia TV, citing a White House official, negotiations on an agreement to prevent Iran from obtaining nuclear weapons are achieving positive results. Spot gold briefly r
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Trump says US-Iran negotiations enter "final stretch"
Svmuu News: U.S. President Donald Trump stated that negotiations between the United States and Iran have entered the "final stretch" and a deal is expected to be reached within "two to three days." Wh
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Energy Research Institution: If Middle East Conflict Persists, Oil Prices Could Surge Towards $150
According to Svmuu, Claudio Galimberti, Chief Economist at Rystad Energy, an independent energy research and business intelligence firm, stated that if the conflict in the Middle East continues, inter
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A verdict within a day or two, Trump reiterates that a "very good agreement" is in its final stages
Svmuureported that just hours after Iran and Israel agreed to stop attacking each other, Trump stated, "We are in the final stages of what will be a very, very good deal." He also added, "We might see
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“White-Haired Stock Guru” Serenity: Bullish on Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspectives May Be Underestimated by the Market
Svmuu News “White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can
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特朗普: Very close to reaching a very good, strong, and powerful deal
Svmuu News: Trump stated that the U.S. blockade of Iranian ports is increasing pressure to reach a deal, and they are currently very close to reaching a very good, strong, and powerful deal. (Jin Shi)
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Institution: Low Possibility of BOJ Governor Issuing Overly Hawkish Signals
Svmuu reports that Morgan Stanley MUFG Securities believes the possibility of Bank of Japan Governor Kazuo Ueda issuing overly hawkish signals at his press conference next week is low (i.e., exceeding
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US media: Trump pressures Netanyahu to halt escalation of strikes on Iran
Svmuu News According to reports from Israel’s Channel 12 on Monday evening local time, U.S. President Trump stated that he had warned Israeli Prime Minister Netanyahu not to let the exchange of fire w
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Trump's "Peacemaking" Behind the Scenes: Netanyahu Needs the War to Continue, Trump Does the Opposite
Svmuu reported, citing Axios, that over the past 24 hours, Trump has been working hard to avoid a full-scale restart of the war. He faces a dilemma: on one hand, he understands that Netanyahu can hard
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Citigroup lowers 3-month gold price target to $4,000/oz
Svmuureports that Citigroup has lowered its 3-month gold price target to $4,000 per ounce, from a previous target of $4,300 per ounce, while maintaining its 6-12 month gold price target unchanged at $
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Analysis: Iran is entering a "neither war nor peace" state, with the US showing stronger willingness to push for an agreement than Iran
Svmuu reported that Rob Guest Pinford, a lecturer in international security at King's College London, said that as the situation in the Strait of Hormuz stabilizes, Iran appears to be gradually enteri
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Israel pauses strikes on Iran
According to a report by Israel's Channel 12, citing senior Israeli officials, Israel has paused its strikes on Iran at the request of US President Trump. Israeli attacks in Lebanon will continue. If
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Svmuu Evening Brief
1. Morgan Stanley: The current sell-off in U.S. stocks is a healthy correction, maintaining the S&P 500 index target of 8,000 points; 2. Japanese and South Korean stock indices closed sharply lower, w
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Iran Announces End of Military Operations Against Israel, Warns of Response to Future Attacks
According to Svmuu, citing Iran's Fars News Agency, the Iranian Armed Forces have announced the end of military operations targeting Israel. Iran also warned that if Israel resumes attacks on Lebanon,
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特朗普:Israel and Iran Seeking Immediate Ceasefire, Peace Negotiations Underway
Svmuu News: US President Trump said that Israel and Iran are seeking an immediate ceasefire. Final negotiations regarding peace are underway but could be obstructed by ignorance or foolish actions. Th
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QCP Capital: BTC Temporarily Holds $60,000 Level, Market Focus on US Inflation Data and SpaceX IPO
Svmuu reported that according to the latest market report from QCP Capital, South Korea's KOSPI index once plunged 8.4% due to a cooling of AI trading and foreign capital selling of semiconductor stoc
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Donald Trump: Israel and Iran must immediately cease hostilities
U.S. President Trump stated that Israel and Iran must cease hostilities immediately.
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Polymarket: Probability of "Israel will close its airspace before June 30" rises to 64%, a 24H increase of 52%
Svmuu Seer Prophecy Channel monitoring shows that on Polymarket, the probability of "Israel will close its airspace before June 30" has risen to 64%, a 24H increase of 52%; additionally, the probabili
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Iran Foreign Ministry Spokesperson: Iranian Armed Forces did not launch any attack against Saudi Arabia
Svmuu News: The Iranian Foreign Ministry spokesperson confirmed that the Iranian armed forces did not launch any attacks against Saudi Arabia. (Jin10)
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Iran says it will continue to take deterrent measures, warning that if the US and Israel violate the ceasefire agreement, it will affect diplomatic negotiations.
Svmuu reported that a spokesperson for the Iranian Foreign Ministry stated that the Iranian armed forces will continue to implement "deterrent measures" as needed. The spokesperson also warned that if
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伊朗: The US bears direct responsibility for violating the ceasefire agreement, everything was orchestrated by the US
Svmuu reported on June 8 that Iranian Foreign Ministry Spokesperson Bagheri stated that the latest developments have exacerbated distrust in its negotiations with the United States. The US bears direc
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The Iraqi militia group "Islamic Resistance": Will participate in military operations against Israel
Svmuu News On the 8th local time, the Iraqi militia "Islamic Resistance" announced that it will participate in military operations against Israel.
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Former US hostage and diplomat John Limbert says Washington's 'iron fist' approach is ineffective with Iran
John Limbert, a former US hostage in Tehran and former US deputy assistant secretary of state for Iran, argues that Washington "can't bomb and assassinate its way to a better relationship" with Iran.
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Ukraine claims hitting major Russian oil refinery and Engels airfield 600km deep, as Russia reports 8 deaths and attacks Ukrainian ports
Ukraine stated it conducted overnight strikes deep inside Russia, hitting a major oil refinery and the Engels airfield in the Saratov region, approximately 600km (373 miles) from the border. President
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U.S.-Iran War Fuels Short-Term Oil Market Gains, But Experts Warn Against Long-Term Holding as WTI Crude Forecasted to $60
The U.S.-Iran war has significantly boosted short-term profits for major energy companies like ExxonMobil and Chevron, with Exxon's profits doubling to $14.5 billion and Chevron's net income surging n
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Former US Ambassador to Israel Nides: No Lasting Military Solution for Iran Conflict, Urges Negotiations
Former US Ambassador to Israel Tom Nides stated that there is no lasting military solution to the conflict with Iran. He argued that renewed negotiations, involving regional allies, offer the only rea
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US President Trump cancels planned military strike on Iran, citing 'deal perimeters' reached
US President Donald Trump announced he has cancelled a planned large-scale military attack on Iran, claiming that the “perimeters of a deal” have been agreed upon. Trump stated the decision, announced
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Saudi Crown Prince Salman has reportedly expressed concern over Donald Trump's plan to strike Iran
Bloomberg, citing a report by Axios, said that Saudi Crown Prince Mohammed bin Salman expressed concern during a phone call with U.S. President Donald Donald Trump about U.S. plans for a new round of
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Sanctioned Russian Ship "Mikhail Britnev" Reportedly Delivered Military Vehicles to Mali, Defying US Sanctions
The sanctioned Russian cargo ship "Mikhail Britnev" reportedly delivered a large number of military vehicles, including armoured personnel carriers and trucks, to Mali, according to BBC Verify. Satell
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Former U.S. Ambassador Bill Taylor: Ukraine Is Maintaining Momentum on the Battlefield, and Putin Is Under Pressure
Former U.S. Ambassador Bill Taylor said on a Bloomberg TV program that Ukraine is maintaining its momentum on the battlefield despite intensified Russian missile attacks. Taylor explained that Russia’
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OPEC+ may decide Sunday to lift oil output quotas for a sixth straight month; analysts warn exports could be problematic amid broadening Iran war
OPEC+ may decide Sunday to lift oil output quotas for a sixth straight month; analysts warn exports could be problematic amid broadening Iran war
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Tensions Escalate in the Middle East: Oil Tanker Attacked Near Oman; Iran Threatens to Close Key Shipping Lanes, Including the Strait of Hormuz
According to reports, an oil tanker was struck by an “unidentified projectile” 11 nautical miles northeast of Oman, causing damage to the engine room; another oil tanker reported an explosion in the v
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Iranian Kurdish Parties in Iraq Face Intense Iranian Attacks, Deny US Military Aid
Iranian Kurdish opposition parties based in Iraq are facing a delicate balance as their bases have been heavily attacked by Iranian drones and missiles since the US-Israel strikes on Iran began on Feb
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The analysis points out that Iran’s overlapping centers of power complicate efforts to end the war with the United States, and that the Revolutionary Guards possess significant operational autonomy.
CNBC analysis notes that Iran’s overlapping power structures—including the Supreme Leader, the Revolutionary Guards, and the civilian government—complicate efforts to end the war with the United State
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Israeli West Bank Settler Tells BBC Attacks on Palestinians Are Justified as Revenge, Equating One Jewish Life to "10 Million" Palestinians
An Israeli settler in the West Bank, Yehuda Shimon, told the BBC that recent attacks on Palestinian villages were justified as revenge for the killing of an Israeli security guard. Shimon, a lawyer re
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Yemen's Houthis Deny Plan to Charge Ships for Red Sea Transit, State Passage Remains Free
Yemen's Houthi rebels have denied reports of plans to charge ships for passing through the Red Sea, stating that passage through the waterway remains free. The Houthi-run Humanitarian Operations Coord
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Trump: Iran's Missile Capability Weakened, Production 'Almost Completely Disappeared'
Former U.S. President Donald Trump stated that Iran's missile capability has weakened significantly, with the country possessing "far fewer" missiles than four to five months ago. Trump added that Ira
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Iran Names South Korea-Built UAE Nuclear Plant as Potential Target
Iran has included the Barakah nuclear power plant in Abu Dhabi, which is South Korea’s first overseas nuclear project, in a list of potential targets.
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BCA Research has turned bullish on gold, believing the recent sell-off is nearing its end
BCA Research, a macroeconomic research firm, says now is the time to buy gold, noting that the recent sell-off in gold is nearing its end as resistance caused by rising real yields is subsiding. The f
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US Strategic Petroleum Reserve Won’t Be Tapped to Ease Prices in War’s New Phase
The U.S. Strategic Petroleum Reserve will not be tapped to ease rising fuel prices, despite the ongoing "war's new phase" in the Hormuz crisis.
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Iran claims to have attacked U.S. military targets in Kuwait in retaliation for previous U.S. airstrikes against Iran
The Iranian military announced Friday that it had used drones to strike U.S. military facilities at the Ahmed Jaber Air Base in Kuwait, targeting hangars and satellite communication systems. Iran said
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Iran's IRGC stopped two tankers in Strait of Hormuz, Fars reports
Iran's Fars news agency reported that the Islamic Revolutionary Guard Corps (IRGC) stopped two tankers from passing through the Strait of Hormuz. Following this, four other tankers reportedly changed
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Six Saudi Oil Tankers Divert from Red Sea, Opting for Longer Africa Route Due to Houthi Threats
Six Saudi oil tankers are diverting from the Red Sea's critical Bab el-Mandeb chokepoint, embarking on an unusual, longer journey around Africa. This rerouting is a direct response to persistent threa
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Israeli Forces Strike Hezbollah Tunnel Network in Southern Lebanon
Israeli forces struck towns near Beaufort Castle in southern Lebanon, stating they used 700 tonnes of explosives to destroy parts of a Hezbollah tunnel network. This action follows Israel's agreement
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Oil Prices Poised for Largest Monthly Gain Since March Amid US-Iran War Escalation
Oil prices are on track for their largest monthly gain since March, following a volatile week. This surge is attributed to the escalation of the US-Iran war.
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Former US Congresswoman Jane Harman Says US-Iran War Makes Every Middle East Country a Target
Former U.S. Congresswoman Jane Harman stated that the ongoing U.S. war in Iran has rendered every country in the Middle East a potential target. She emphasized that this includes nations not yet direc
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Bitcoin Back to $70,000: Amid Macroeconomic Pressures and Geopolitical Turmoil, What Is Supporting the Price?
After the price of Bitcoin once again surpassed $70,000 in March 2026, it has recently (July 2026) pulled back amid macroeconomic headwinds and geopolitical uncertainty, fluctuating around $64,000.Although the U.S. spot Bitcoin ETF attracted significant institutional capital following its approval in early 2024, there have also been recent outflows. This article will conduct an in-depth analysis of current external pressures—including inflation, high interest rates, and geopolitical conflicts—and explore key supporting factors such as institutional investors, long-term holders, and the halving effect at Bitcoin, while examining the perspectives of both bulls and bears.
Geopolitics
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