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Geopolitics
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Iranian Foreign Minister Araghchi: The US must return to the ceasefire memorandum signed in June to escape the current predicament.
Iranian Foreign Minister Araghchi stated on Monday, August 31, on his official Telegram channel that the United States must recommit to the Memorandum of Understanding signed between the US and Iran i
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Israeli National Security Minister Itamar Ben-Gvir on Monday stormed into the Al-Aqsa Mosque compound in occupied East Jerusalem.
Israeli National Security Minister Itamar Ben-Gvir, accompanied by several rabbis and settlers, entered the Al-Aqsa Mosque compound, Islam's third holiest site, on Monday under the protection of the I
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Gold falls 1% to $4,431.10/oz, posting a second straight loss, while silver drops 1.2% to $66.221/oz, pressured by renewed Middle East military action and hawkish Fed expectations.
Gold falls 1% to $4,431.10/oz, posting a second straight loss, while silver drops 1.2% to $66.221/oz, pressured by renewed Middle East military action and hawkish Fed expectations.
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US Treasury Secretary Scott Bessent: The Treasury's bond buyback program has impacted market expectations, with the 10-year US Treasury yield trading at 4.73% on Monday.
U.S. Treasury Secretary Scott Bessent explained that the Treasury's announcement of an expanded bond buyback program may have already had an effect, as the Treasury has not yet purchased any bonds und
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Donald Trump: Stopping Iran from obtaining nuclear weapons is "number one goal"
Donald Trump: Stopping Iran from obtaining nuclear weapons is "number one goal"
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The US seeks to isolate Iran among G20 members to end the Strait of Hormuz standoff.
U.S. officials stated that isolating Iran was a primary objective of the meeting, which aimed to resolve the months-long Strait of Hormuz standoff that has disrupted global energy supplies.
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China-Russia natural gas pipeline project stalls as Beijing holds out for best price, with no progress made at Monday's leaders' meeting.
China-Russia natural gas pipeline project stalls as Beijing holds out for best price, with no progress made at Monday's leaders' meeting.
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U.S. Vice President Vance believes Trump is sending a message to Iran with his Kharg Island post.
U.S. Vice President Vance believes Trump is sending a message to Iran with his Kharg Island post.
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Wheat prices hit three-year high on Friday amid Black Sea export disruptions and global drought concerns, with Chicago futures at $7.79/bushel on Monday.
Wheat prices have risen sharply due to intensified attacks by Russia and Ukraine on Black Sea grain terminals, which have disrupted global supply chains. Additionally, changing weather patterns have c
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S&P Global Energy: Strait of Hormuz disruption sends tanker rates to record highs, with the Middle East Gulf-Japan LR2 tanker benchmark freight rate reaching $107.72/ton on August 27.
S&P Global Energy reported that tanker freight rates have surged to record levels due to restricted traffic in the Strait of Hormuz and a tight supply of vessels. Since the outbreak of the US-Iran con
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Major UAE Oil Refinery Returns to Full Capacity After War Hit
Abu Dhabi National Oil Co. has restored to full capacity one of the world’s biggest oil refineries that was hit earlier in the regional war.
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U.S. Treasury Secretary Scott Bessent stated in a CNBC interview that the United States and Canada are not at war.
U.S. Treasury Secretary Scott Bessent stated in a CNBC interview that the United States and Canada are not at war.
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Bessent: Goal is to create a condition for Iran to come to the negotiating table (CNBC interview)
Bessent: Goal is to create a condition for Iran to come to the negotiating table (CNBC interview)
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Strait of Hormuz Tensions Escalate: Iran Claims Supertanker Hit by Mine and Catches Fire, Brent Crude Surpasses $91
Iran's state television reported on August 31 that the Islamic Revolutionary Guard Corps (IRGC) stated a Very Large Crude Carrier (VLCC) "caught fire and stopped sailing after being hit by two mines"
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CENTCOM denies Iran's claim of supertanker mine strike in Strait of Hormuz, calls it "false" and disinformation
U.S. Central Command (CENTCOM) denied an IRGC claim that a supertanker struck two mines and was stopped in the Strait of Hormuz. CENTCOM stated no ships have hit mines in the strait, accusing the IRGC
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Al Jazeera analysis: US-Israel war on Iran boosts energy firms' profits, hurts airlines and automakers; ExxonMobil Q2 profit hits $14.5bn
The six-month-long US-Israel war on Iran has created economic winners and losers, with energy companies like ExxonMobil, Chevron, TotalEnergies, Shell, and BP reporting significantly increased profits
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Trump Declares Iran a "Failed Nation," Citing Collapsing Military, Currency, Government, and Alleged 300% Inflation and Killing of 100,000 Protesters
Donald Trump declared Iran "officially a Failed Nation," claiming its military, currency, and government are collapsing. He alleged inflation has reached 300% and accused Iranian authorities of killin
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PetroChina's first-half net profit jumps 22% to $15.4 billion as higher oil prices offset Iran war supply disruptions
PetroChina, China’s largest oil and gas producer, reported on Monday a 22% jump in first-half net profit to 103.9 billion yuan ($15.4 billion) for the six months ended June. The company is gradually r
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US 2-year government bond yield fell 2.3 basis points to 4.325%, 10-year yield fell 1 basis point to 4.710%, and the DXY (US Dollar Index) fell 0.2%.
U.S. government bond yields and the dollar fell, reversing some of Friday's gains, after Federal Reserve Chairman Warsh warned of inflation risks. Meanwhile, the Eurozone's 10-year German government b
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Saudis Said to Seek About $8B in Loans as War Strains Finances
Saudis Said to Seek About $8B in Loans as War Strains Finances
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Indonesia and the US-led "Super Garuda Shield" military exercise opens with 15 participating countries.
The 12-day exercise, which kicked off in Bandung, Indonesia, on Monday, aims to strengthen regional security cooperation. The drills come as Indonesia seeks to balance defense cooperation with China a
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Asian Refiners Turn to Argentina for Oil Supply as Iran War Disrupts Middle East Shipments
Asian crude oil importers, including China, Japan, and South Korea, are purchasing oil from Argentina to offset supply losses from the Middle East due to the ongoing Iran war. This shift allows them t
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Analysis suggests that the arrest and upcoming trial of suspects in the 2022 Nord Stream pipeline explosion continue to impact relations between Germany and Ukraine.
Al Jazeera reports that analysts believe the arrest and upcoming trial of suspects in the 2022 Nord Stream pipeline explosion continue to cast a shadow over Germany's relationship with Ukraine. One of
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Crop prices are set to post their biggest monthly gain since 2012, driven by war and extreme weather.
Crop prices are on track for their biggest monthly gain in over a decade, driven by war and extreme weather disrupting global supplies, sparking concerns about food inflation.
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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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Drone attack hits Khor Mor natural gas field in Iraq's Kurdistan region
A drone attack hit the Khor Mor gas field—one of the largest natural gas fields in the region—located in the Sulaymaniyah Governorate of the Iraqi Kurdistan Region. The party responsible for the attac
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Iraqi Kurdistan Region President Meets Iranian Delegation to Discuss Security Cooperation and Regional Stability
The President of the Kurdistan Regional Government of Iraq met with an Iranian delegation, with both sides discussing ways to improve security cooperation and mechanisms for maintaining regional stabi
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Houthis Claim Saudi-Led Coalition Carried Out 91 Airstrikes and Missile Attacks in Yemen Over Past 24 Hours
The Houthis stated that the Saudi-led coalition carried out 91 airstrikes and missile attacks in Yemen over the past 24 hours, affecting six Yemeni provinces and causing civilian casualties. The group
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According to the Islamic Republic News Agency (IRNA), explosions were heard on Iran's Qeshm Island, though there has been no official confirmation yet.
According to the Islamic Republic News Agency (IRNA), explosions were heard on Iran's Qeshm Island, though there has been no official confirmation yet.
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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.
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