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Geopolitics
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Global wholesale diesel prices hit ~$180/barrel, could exceed $200 with Gulf hurricane, warns Gulf Oil's Tom Kloza, citing drone attacks on Russian, Saudi, and Libyan refineries.
Wholesale diesel prices have climbed to approximately $180 a barrel on world markets, with Gulf Oil Chief Energy Advisor Tom Kloza warning they could push above $200 a barrel if a tropical storm threa
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A Saudi supertanker has returned to a major oil terminal in the Persian Gulf for the first time in nearly a month.
Satellite imagery shows a supertanker carrying 2 million barrels of crude oil docked at the Ju'aymah terminal within Saudi Arabia's Ras Tanura export complex. This follows Saudi Arabia previously rero
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Strait of Hormuz ship traffic hits near three-month low, with a 5-day average of ~13 vessels on Tuesday, as U.S.-Iran deal to fully open the corridor remains in doubt.
Ship traffic through the Strait of Hormuz is at its lowest level since May 12, with a 5-day average of approximately 13 vessel transits on Tuesday. This represents about a 90% decrease from the daily
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US President Donald Trump claims that the pro-Israel lobby's influence in Congress is waning.
Donald Trump stated that the pro-Israel lobby, which was once the most influential lobby in Washington 20 to 25 years ago, is now in a very different situation. He noted that this is one of the bigges
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Russia's economy is facing pressure from a widening deficit and Ukrainian strikes, despite increased oil revenues from the Iran war, according to Al Jazeera analysis.
The analysis indicates that Russia's economic growth is forecast to slow to its weakest pace since 2022, with the budget deficit expanding and Ukrainian strikes reaching deeper into the economy. This
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Japan to provide financial and technical support for infrastructure recovery in Persian Gulf nations damaged by the U.S.-Iran war, aiming to ensure stable energy supply.
Japan's support will focus on helping rebuild oil and power facilities in countries like the United Arab Emirates, where petroleum production infrastructure has been damaged.
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Donald Trump claims the U.S. has total control over the Strait of Hormuz with a "WALL OF STEEL" naval blockade, stating Iran has no power to resist and is plagued by 300% inflation.
Donald Trump claims the U.S. has total control over the Strait of Hormuz with a "WALL OF STEEL" naval blockade, stating Iran has no power to resist and is plagued by 300% inflation.
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Ukraine's Deputy Infrastructure Minister tells Reuters Odesa Port saw only 159 vessels for loading in July, down from nearly 400 last year, amid intensified Russian attacks.
Ukraine's Deputy Infrastructure Minister tells Reuters Odesa Port saw only 159 vessels for loading in July, down from nearly 400 last year, amid intensified Russian attacks.
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Russian Defence Ministry: Russian forces struck a vessel in Odesa Port, according to IFX.
Russian Defence Ministry: Russian forces struck a vessel in Odesa Port, according to IFX.
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Black Sea Oil Tanker Rates Surge to Record on Drones Barrage
Freight costs for oil tankers shipping crude from the Black Sea to the Mediterranean have risen to a record after a flurry of drone attacks, which has also driven down prices for Kazakhstan’s main CPC
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Wheat futures surged 2.4% after Ukrainian drones reportedly struck two grain terminals at Russia’s Novorossiysk port, raising concerns over disruptions to Russian wheat shipments.
The terminals handle roughly 15 million metric tons of grain exports annually. Analysts warn Russia could struggle to maintain normal export volumes, while corn rose 0.6% and soybeans gained 0.3%.
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Russian Foreign Ministry, cited by TASS, accuses Ukraine of stirring chaos in food markets to serve Western interests.
Russian Foreign Ministry, cited by TASS, accuses Ukraine of stirring chaos in food markets to serve Western interests.
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Emerging-Market Company Bonds Outperform US Peers as Hormuz Closure Spurs Diversification
The average borrowing cost for emerging-market companies has fallen to its lowest level since January relative to US corporates. This outperformance is driven by global bond investors diversifying int
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Sources: Iran's senior commander Qaani visits Iraq to discuss disarmament plan
According to Al Jazeera, citing sources from the Iraqi Shiite political alliance "Coordination Framework," Esmail Qaani, commander of the Iranian Islamic Revolutionary Guard Corps' Quds Force, made a
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Data shows Saudi Red Sea oil loaders shut off tracking systems amid more Houthi attacks in Yemen
Data shows Saudi Red Sea oil loaders shut off tracking systems amid more Houthi attacks in Yemen
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Iran's top security official says the Strait of Hormuz shipping lane will remain closed unless the US accepts conditions for ending the war
Iran's top security official, Mohsen Rezaei, said on Tuesday that the Strait of Hormuz shipping route would remain closed unless the United States accepted Iran's conditions for ending the war. This c
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Cleveland Fed President Hammack warns one rate hike likely insufficient to curb inflation, citing wage erosion
Federal Reserve Bank of Cleveland President Beth Hammack stated in an interview that a single 25 basis point rate hike would likely not be enough to combat the current inflation, though she did not sp
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IEA expects global oil demand to drop by 1.6 million bpd in 2026 due to high oil prices and exacerbated Strait of Hormuz disruptions
The International Energy Agency (IEA) said on Wednesday that global oil demand is expected to fall by 1.6 million barrels per day (bpd) in 2026, an increase of 510,000 bpd from its July forecast, due
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Brent crude oil extended its six-day rally to $89.45 per barrel, as the ongoing geopolitical risk premium in the Middle East was sustained due to the US-Iran negotiation deadlock.
Brent crude oil extended its six-day rally to $89.45 per barrel, as the ongoing geopolitical risk premium in the Middle East was sustained due to the US-Iran negotiation deadlock.
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UN warns West Bank at 'breaking point' as Israel continues raids, demolitions
Israeli forces continued their crackdown in the West Bank, arresting at least 23 Palestinians and demolishing several homes, including the family residence of a man killed in July during clashes with
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US Senator JD Vance asked Ukraine to halt strikes on tankers using Russia's Novorossiysk port, as Washington is alarmed by Kyiv's campaign on vessels collecting Kazakh oil.
US Senator JD Vance asked Ukraine to halt strikes on tankers using Russia's Novorossiysk port, as Washington is alarmed by Kyiv's campaign on vessels collecting Kazakh oil.
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US Democratic leader Chuck Schumer demanded a full explanation of a secret operation to extract Donald Trump from Turkey, which aimed to protect Donald Trump from an alleged Iranian assassination threat
US Democratic leader Chuck Schumer demanded a full explanation of a secret operation to extract Donald Trump from Turkey, which aimed to protect Donald Trump from an alleged Iranian assassination thre
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Iran is preparing for worsening economic hardship to withstand pressure from Donald Trump, the Wall Street Journal reported
Iran is preparing for worsening economic hardship to withstand pressure from Donald Trump, the Wall Street Journal reported
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U.S. stocks slid (Dow -0.34%, S&P 500 -0.32%, Nasdaq -0.6%) as Strait of Hormuz negotiations remain deadlocked, driving oil prices higher ahead of inflation data.
U.S. stocks slid (Dow -0.34%, S&P 500 -0.32%, Nasdaq -0.6%) as Strait of Hormuz negotiations remain deadlocked, driving oil prices higher ahead of inflation data.
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Zhai Jun, China's Special Envoy on Middle East Affairs, visited Iran and met with Ali Bagheri Kani, Deputy Secretary of Iran's Supreme National Security Council.
Zhai Jun, China's Special Envoy on the Middle East Issue, visited Iran and met with Ali Bagheri Kani, Deputy Secretary of Iran's Supreme National Security Council. The Chinese Ministry of Foreign Affa
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The U.S. has once again launched strikes against Iran's Qeshm Island, and Donald Trump has confirmed the operation.
The U.S. has once again launched strikes against Iran's Qeshm Island, and Donald Trump has confirmed the operation.
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Oil prices stabilize as Donald Trump downplays new strikes on Iran, Brent crude currently trades at $98.35 per barrel
Oil prices stabilized after Donald Trump played down the prospect of new strikes against Iran. Brent crude currently trades at $98.35 a barrel, while U.S. WTI crude rose 0.5% to $91.30 a barrel. Previ
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Saudi Civil Defense issues and lifts alert over potential hazard in Riyadh following Houthi attack on Saudi Aramco building
Saudi Civil Defense issues and lifts alert over potential hazard in Riyadh following Houthi attack on Saudi Aramco building
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Financial Times: Russian military and military bloggers use deepfake videos to claim battlefield success
Financial Times: Russian military and military bloggers use deepfake videos to claim battlefield success
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Estonia Accuses Russia of State-Sponsored Terrorism via Hybrid Attacks
Estonia has accused Russia of state-sponsored terrorism through hybrid attacks, following investigations by European nations into the mastermind behind last week's cyberattacks targeting supermarket r
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Former US Secretary of State Pompeo downplays Trump's decision to cut military aid to Israel
Former U.S. Secretary of State Mike Pompeo played down the Trump administration's decision to cut $4 billion in military aid to Israel, stating that the deep relationship between the U.S. and Israel w
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IRGC states that oil smuggling in the Strait of Hormuz has "completely ceased"
An Islamic Revolutionary Guard Corps (IRGC) official told Iran's state broadcaster IRIB that after destroying enemy navigation aids on rocks in the southern Strait of Hormuz, no violating vessels were
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Iranian Foreign Minister Abbas Araghchi: Americans are growing weary of Israel dragging them into an endless war
Iranian Foreign Minister Abbas Araghchi: Americans are growing weary of Israel dragging them into an endless war
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Iranian Foreign Minister Abbas Araghchi urged the United States to accept the proposal to reopen the Strait of Hormuz for two days.
Iranian Foreign Minister Abbas Araghchi urged the United States to accept Tehran's proposal to reopen the Strait of Hormuz within two days, warning that any new attacks would spell "dire consequences.
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Donald Trump stated there is no reason to further escalate the war with Iran, noting that the Strait of Hormuz remains open.
Donald Trump stated there is no reason to further escalate the war with Iran, noting that the Strait of Hormuz remains open.
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Trump stated that the US military's "Iron Gate" Task Force has become operational and will expand the blockade of Iran on land and in the Caspian Sea
Donald Trump stated that the U.S. military's "Iron Gate" Task Force has become operational and will expand land and Caspian Sea blockades against Iran. U.S. Central Command stated that the 20-person u
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Bilateral tensions between Malaysia and Taiwan could threaten future chip investments
Bilateral tensions between Malaysia and Taiwan could threaten future chip investments. According to *Nikkei Asia*, Malaysian Prime Minister Anwar's remarks regarding the "One China" policy have drawn
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Senior Advisor to the Islamic Revolutionary Guard Corps: Iran is reverse-engineering captured US military equipment
Ali Balali, an adviser to the Aerospace Force of the Islamic Revolutionary Guard Corps (IRGC), stated that Iran is conducting reverse engineering on captured U.S. and hostile military equipment, and t
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Donald Trump will hold a closed-door meeting at the White House with the Prime of Qatar to discuss the Iran nuclear issue and conflict mediation.
Donald Trump will hold a closed-door meeting at the White House with the Prime of Qatar to discuss the Iran nuclear issue and conflict mediation.
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Donald Trump stated that he will meet with the leaders of China and Russia at the APEC summit next week to discuss ending the Iran war and denuclearization.
Donald Trump stated that he will meet with the leaders of China and Russia at the APEC summit next week to discuss ending the Iran war and denuclearization.
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US Secretary of State Rubio defends military action against Iran, stating that countering the "nuclear threat" is unpopular yet necessary
US Secretary of State Marco Rubio told reporters in Florida that he defended Donald Trump's decision to go to war with Iran, stating that the president recognized and addressed the real threat of a "n
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According to Al Jazeera on November 9, over 70% of the Kurdistan region in northern Iraq experienced power outages following a drone attack on the Khor Mor gas facility.
According to Al Jazeera on November 9, over 70% of the Kurdistan region in northern Iraq experienced power outages following a drone attack on the Khor Mor gas facility.
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IRGC: Three Oil Tankers Catch Fire in Strait of Hormuz Since Early Hours of Nov 8
According to a live broadcast by Al Jazeera on November 8, the Navy of the Islamic Revolutionary Guard Corps (IRGC) of Iran stated in a Telegram statement that day that since the early morning, three
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Yemeni government forces announced the launch of the "Dawn of Yemen" military operation across multiple locations, resulting in 267 Houthi casualties or withdrawals.
The Yemeni government forces announced the launch of the "Yemeni Dawn" military operation across multiple regions, resulting in 267 Houthi casualties or retreats. Colonel Majeed Al-Nazili, the militar
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According to Deltaone, Rubio stated that the negotiations have yielded no results, and the demands put forward by Iran are "completely unacceptable."
According to Deltaone, Rubio stated that the negotiations have yielded no results, and the demands put forward by Iran are "completely unacceptable."
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Drone attack hits Khor Mor gas field in Iraqi Kurdistan, slashing power generation by about 2.8 gigawatts
Omid Ahmed, a spokesperson for the Ministry of Electricity in the Kurdistan Regional Government of Iraq, stated that a drone attack on the Khor Mor gas field in Iraq has resulted in a reduction of nea
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Iranian state media reports that the U.S. military launched "projectiles" at Qeshm Island
Citing Al Jazeera and Iranian state media reports, the U.S. military fired "projectiles" at Qeshm Island in the Strait of Hormuz on Sunday evening local time. The Islamic Republic News Agency (IRNA) p
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Trump stated that the U.S. military's "Iron Gate" Task Force is now fully operational, working in coordination with the maritime blockade to deter Iran.
Trump stated that the U.S. military's "Task Force Iron Gate" is now fully operational, working in coordination with a naval blockade to curb Iran; U.S. President Donald Trump posted on social media th
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Reviewing Bitcoin's Historical Performance Amid Geopolitical Conflicts: From Flash Crash to V-Shaped Recovery—True Safe-Haven Asset or High Volatility?
Geopolitical crises are the ultimate litmus test for asset attributes. Looking back at events such as the Russia-Ukraine conflict in 2022 and the escalation of US-Iran tensions in 2026, Bitcoin's (BTC) performance exhibits a recurring pattern: during the initial outbreak of a crisis, market panic and liquidity squeezes often trigger "flash crashes," with intraday drops reaching 8%–10%. However, once sentiment is released, prices tend to stage a rapid "V-shaped recovery," regaining lost ground or even hitting new highs within days or weeks. This short-term high volatility makes it behave more like a risk asset, while its long-term "digital gold" narrative of resisting inflation and decentralization—coupled with institutional capital inflows that frequently follow crises—endows it with certain hedging characteristics. This article reviews key historical case studies to explore Bitcoin's dual identity in turbulent environments.
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May 2026 Crypto Market Review: Bitcoin Fluctuates Around $77,000 Amid Continuous ETF Outflows and Geopolitical Impacts
In May 2026, the crypto market experienced a correction after the Bitcoin price surpassed $80,000, leading to a tug-of-war between bulls and bears around $77,000. US spot Bitcoin ETFs saw net outflows for several consecutive days, totaling over $1.5 billion, while Ethereum ETFs also faced capital pressure. The escalation of geopolitical conflict between the US and Iran was considered one of the main drivers of cautious market sentiment and capital outflows. Despite the complex macroeconomic environment, venture capital funding in the crypto space rebounded significantly in May, demonstrating the industry's internal resilience and development.
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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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ETH (Ethereum) trading volume reached $173 million over the past hour (11.3 times the 7-day average for the same time slot), currently trading at $2,127.38
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ETH (Ethereum) experienced a short-term sharp decline of 4.49% within 5 minutes, currently trading at $2,112.20.
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Reviewing Bitcoin's Historical Performance Amid Geopolitical Conflicts: From Flash Crash to V-Shaped Recovery—True Safe-Haven Asset or High Volatility?
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