Geopolitics
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Analysts point out that key shipping lanes, such as the Strait of Hormuz, are entering a new era of maritime conflict, and global trade faces the risk of disruption.
CNBC cited analysis indicating that key maritime trade routes such as the Strait of Hormuz, the Red Sea, and the Black Sea are becoming the front lines where drones and missiles target economic lifeli
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Trump signals support for F-35 jet sale to Turkiye despite Israeli opposition
US President Donald Trump has again signalled support for selling F-35 fighter jets to Turkiye, despite objections from Israel. The potential deal is currently blocked by US legal restrictions followi
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Qatar Sends Its First LNG Shipment Through Hormuz in Three Weeks
Qatar has sent its first shipment of liquefied natural gas (LNG) through the Strait of Hormuz in three weeks, following an attack on one of its tankers in the waterway more than three weeks ago.
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Saudi Arabia Seeks to Form an International Coalition to Counter Houthi Attacks in the Red Sea
Saudi Arabia is seeking to form an international coalition to protect shipping in the Red Sea from attacks by Yemen’s Houthi rebels. This move is intended to counter the Houthis’ escalating attacks on
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US Faces Uphill Battle Promoting Its AI in Asia as China's Cheaper Models Gain Edge
The U.S. and China are intensifying their competition for AI dominance in Asia. While the U.S. promotes its "complete solution" and "American AI Exports Program," it faces challenges with limited enga
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Iran rejects Oman's proposal for joint Hormuz oversight, warns of strait closure if its shipping route plan is not accepted
Iran has rejected Oman's proposal for joint oversight of the Strait of Hormuz and warned it would close the strategic waterway if its proposed shipping route plan is not accepted. Iran's Deputy Foreig
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Fuel prices in Yemen have skyrocketed due to the war in Iran, causing construction projects to grind to a halt
Due to the U.S.-Israel war against Iran and escalating regional tensions, fuel prices in areas controlled by the Yemeni government have skyrocketed, with the price of diesel rising from $17 to $30 per
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US Oil Inventories Fall to 'Precariously Low' Level Amid Iran War Supply Disruptions
US oil inventories have fallen to a "precariously low" level, attributed to supply disruptions caused by the Iran war. The Financial Times reported that this decline could undermine the ability to sup
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GlobalData Survey: Demand for Supply Chain Insurance Is Highest Amid Geopolitical Tensions
According to a survey conducted by GlobalData in the second quarter of 2026, supply chain insurance has become the most sought-after product amid geopolitical tensions. The survey gathered feedback fr
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U.S.-owned floating LNG storage facility attacked by a drone in Egypt
According to a report by the maritime security firm Ambrey, a U.S.-owned and operated liquefied natural gas (LNG) floating storage unit flying the Marshall Islands flag was struck by at least one dron
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Bitcoin Rises 0.2% to $64,244, Ethereum Dips to $1,904 Ahead of Fed Decision and Amid Middle East Tensions
Bitcoin (BTC) rose 0.2% to $64,244.18 and Ethereum (ETH) dipped to $1,904.82 on Wednesday, July 29. Crypto investors are closely monitoring the U.S. Federal Reserve's rate decision later today, with p
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Gold Holds Firm Near $4,100 Ahead of Fed Rate Decision Amid Renewed U.S.-Iran Tensions
Gold August futures opened down 0.4% on Wednesday, July 29, 2026, but quickly rose to $4,090. Gold prices have remained steady near $4,100 for the past two weeks, even as the U.S. and Iran reignited a
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Trump Vows Forceful Response After Iranian Missile Attack Intercepted in Jordan
Former U.S. President Trump vowed a forceful response after U.S. forces intercepted an Iranian missile attack in Jordan. He stated, "We'll be hitting them hard," and also mentioned that overnight U.S.
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Donald Trump Told Fox News that he would “crack down hard on Iran”
Donald Trump Told Fox News that he would “crack down hard on Iran”
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Trump: U.S. will strike Iran in response to attacks on U.S. targets in Jordan
Former U.S. President Donald Trump stated that the U.S. will conduct strikes against Iran in response to recent attacks on U.S. targets in Jordan, according to Fox.
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Iran Attacks to Send Message Amid US Asset Buildup in Israel
Iran has launched attacks, which are seen as a message in response to the buildup of US assets in Israel.
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Iran Rejects US Talk Claims, Attacks US Bases in Jordan After Vowing Strait of Hormuz Control
Iran has rejected claims by U.S. President Trump that Tehran sought negotiations with the U.S. over the past two weeks. A senior Iranian official also stated that Iran would not give up control of the
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Oil prices rise after U.S. and Saudi Arabia attack Iran-backed militias in Iraq
West Texas Intermediate (WTI) and Brent crude oil prices climbed on Wednesday, driven by the risk of further conflict following attacks by the U.S. and Saudi Arabia on Iran-backed militias in Iraq.
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Bank Strategists Advise 'All-In' on Equities Despite Oil Surge and Tech Tumble
Strategists at a bank, led by Max Kettner, are recommending investors go 'all-in' on equities. They argue that stocks have shown resilience despite a 40% rise in oil prices, recent pullbacks in the te
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Saudi Aramco Considers New Pricing for Asia-Bound Oil Amid Red Sea Disruptions
Saudi Aramco is considering implementing a new pricing system for crude oil destined for Asia, specifically for shipments originating from Egypt's Sidi Kerir. This move comes as Houthi attacks continu
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Saudi Aramco Considers New Oil Pricing for Asia Amid Houthi Threats in Red Sea
Saudi Aramco is preparing a new selling price for oil loaded at Egypt’s Mediterranean port of Sidi Kerir for delivery to Asia. This decision follows increased risks in the Red Sea due to attacks by Ir
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UBS CEO: The AI pullback is healthy, but geopolitical volatility poses a greater risk
Sergio Ermotti, CEO of UBS (UBS), said that the pullback in the artificial intelligence (AI) sector is healthy, but geopolitical volatility is a greater risk that investors should be watching. UBS rep
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Tensions in the Middle East are driving up oil prices, and the Federal Reserve is weighing its interest rate decision
International oil prices have risen amid tensions in the Middle East. Meanwhile, the U.S. Federal Reserve is weighing its latest interest rate decision. In addition, shares of South Korean chipmaker S
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Iran and Oman exchange proposals for managing Strait of Hormuz, with Iran seeking greater control
Iran has rejected Oman's proposal for a 50-50 joint oversight mechanism of the critical Strait of Hormuz, instead submitting its own counterproposal. Iran's Deputy Foreign Minister Kazem Gharibabadi s
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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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Iran's Army Claims Attack on U.S. Assets in Bahrain's Sheikh Issa Base, State Media Reports
Iran's army claims it launched an attack on U.S. assets located in Bahrain's Sheikh Issa Base, according to reports from Iranian state media.
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BBC Analysis: Iran May Prefer Limited War with US Over Peace to Gain Strategic Leverage
BBC analysis suggests that Iran may believe a limited conflict with the United States serves its strategic interests better than peace. Following Iran's recent missile strike on a US base in Jordan, w
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Oil Prices Fall as Saudi Arabia Proposes Formation of a Red Sea Maritime Defense Alliance
On Thursday (July 30), international oil prices fell by more than 1% as investors assessed Saudi Arabia’s proposal to form a maritime defense alliance. The alliance aims to strengthen defense cooperat
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Silver prices remain below $60 per ounce despite Fed holding rates steady
Silver September futures opened at $57.97 per ounce on Thursday, July 30, 2026, down 0.2% from Wednesday's close, and later rose to $58.24. The precious metal continues to struggle to reclaim the $60
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IRAN'S REVOLUTIONARY GUARDS CLAIM RESPONSIBILITY FOR ATTACK ON ALI AL SALEM AIRBASE IN KUWAIT
IRAN'S REVOLUTIONARY GUARDS CLAIM RESPONSIBILITY FOR ATTACK ON ALI AL SALEM AIRBASE IN KUWAIT
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Russia Likely Used North Korean Missile in Deadly Strike Near Ukraine's Kryvyi Rih, Military Source Says
Russia Likely Used North Korean Missile in Deadly Strike Near Ukraine's Kryvyi Rih, Military Source Says
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Big Oil Is Making Big Money During Iran War Market Turmoil
Big oil companies are generating significant profits amidst the market turmoil caused by the Iran War. Market dislocations have created lucrative opportunities for firms capable of sourcing, transport
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Kpler: Crude exports from Middle East Gulf remain constrained despite pause in US strikes on Iran, with loading activity halved
Crude exports from the Middle East Gulf remain constrained, despite a four-day pause in US strikes on Iran, according to data analytics firm Kpler. Vessel clearances stayed near recent lows, and Gulf
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US Senator Tom Cotton Urges Trump Administration to Ban Chinese AI Models for Government Use
US Senator Tom Cotton has urged the Trump administration to prohibit US government agencies and contractors from utilizing Chinese AI models, citing potential security risks. Cotton also called for mo
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Oil prices rose after the U.S. launched airstrikes against Iran, and Iran threatened to retaliate.
Oil prices rose on Thursday after the United States launched a “large-scale” airstrike against Iran late Wednesday in retaliation for Iran’s earlier missile attacks on U.S. forces in the region. Iran’
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Iran to Receive Chinese Shoulder-Launched Missile Systems in Weeks, Sources Say
Iran to Receive Chinese Shoulder-Launched Missile Systems in Weeks, Sources Say
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Polish Premier Says Fallen Object Was a Russian Missile
The Polish Premier stated that an object which fell on Polish territory was a Russian missile.
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Pakistan Says the U.S. and Iran Are Negotiating to Normalize the Situation in the Strait of Hormuz
Tahir Andarabi, spokesperson for Pakistan’s Ministry of Foreign Affairs, said at a weekly press briefing in Islamabad that negotiations are underway between the United States and Iran to restore stabi
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US strikes cause extensive damage on Iran’s Qeshm Island
Video footage from Iran's Qeshm Island shows widespread damage following US attacks. The strikes have reportedly caused extensive destruction on the island.
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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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