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Geopolitics
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Pakistan warns Mecca defence pact could be activated if Houthi attacks on Saudi Arabia continue
Pakistan's Defence Minister Khawaja Asif stated on Tuesday night that any unprovoked aggression or spillover from Yemen into Saudi Arabia would activate the recently signed Mecca Joint Defence Agreeme
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Donald Trump stated that the war in Iran would end immediately after the election.
Donald Trump stated that the war in Iran would end immediately after the election.
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EIA Significantly Raises Oil Price Forecast: Brent Crude Expected to Average $91 in 2026 Due to Greater-than-Expected Middle East Supply Disruptions
In its latest Short-Term Energy Outlook (STEO) released on September 9, the U.S. Energy Information Administration (EIA) raised its forecast for the average Brent crude oil spot price to $91 per barre
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US Diesel Stocks Projected to Fall This Month to 2003 Low, Driven by Global Conflicts Choking Export Flows
US diesel stockpiles are projected to fall this month to their lowest level in over two decades, according to a new government report, as wars around the world, including one launched by Washington, c
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Brent crude oil rose 3.4% to break above $101. Goldman Sachs stated that if the US military continues to strike Iranian oil tankers, oil prices could rise to $120.
Brent crude prices rose about 3.4% to $101.25 on Wednesday, breaking above $101 for the first time since July, after U.S. forces destroyed five Iranian oil tankers on Tuesday. Goldman Sachs analysts s
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Kuwait Petroleum Corporation Offers Oil Transshipment Services Outside Strait of Hormuz Amid US-Iran War Risks
Kuwait Petroleum Corporation (KPC) is offering ship-to-ship transfer services for crude oil and refined products, as buyers avoid ports within the Strait of Hormuz due to the risk of a US-Iran war. KP
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KREMLIN: UNITED STATES SHOULD HALT ANY AID TO KYIV FOR THE MILITARY ACTIONS TO STOP
KREMLIN: UNITED STATES SHOULD HALT ANY AID TO KYIV FOR THE MILITARY ACTIONS TO STOP
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EU spirits exports fell 6% to €8.26 billion in 2025, impacted by US and China tariffs and consumer confidence.
EU spirits exports fell by 6% to €8.26 billion in 2025, primarily impacted by pressures in the US and Chinese markets. Data from the trade association SpiritsEurope shows that exports to the US droppe
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Iran's Revolutionary Guard warns of a 20-fold retaliation for attacks and demands the release of $24 billion in frozen assets.
Iran's Islamic Revolutionary Guard Corps (IRGC) warned that if Iranian targets are attacked again, for every two to three Iranian targets hit, strikes on 20 enemy targets could be triggered. The IRGC
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Iran's Revolutionary Guard announced an expansion of its maritime exclusion zone, which will now extend to parts of the Gulf of Oman and the Arabian Sea.
Iran's Revolutionary Guard announced that a new maritime exclusion zone will extend from Chabahar to parts of the Gulf of Oman and the Arabian Sea, with specific coordinates to be announced later. Thi
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Argentina's corn exports expected to hit record 10 million metric tons in August-September, driven by Ukraine war and European heat wave
Argentina's corn exports are projected to reach a record 10 million metric tons in August and September, fueled by a bumper harvest and robust international demand. This surge is attributed to buyers
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US CENTCOM denies IRGC's claim of striking two U.S. Navy destroyers in the Middle East, stating all IRGC attempted attacks failed.
US CENTCOM denies IRGC's claim of striking two U.S. Navy destroyers in the Middle East, stating all IRGC attempted attacks failed.
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The UK has announced a ban on imports from illegal Israeli settlements, which will take effect in 6-9 months. Canada and 10 European countries have also expressed interest in implementing similar restrictions.
UK Foreign Secretary Ed Miliband announced in Parliament on Tuesday that the UK will ban the import of all goods produced in illegal Israeli settlements, in response to escalating settler violence and
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Two people were killed in a Russian drone attack on a Ukrainian-Moldovan border crossing, while four people died in a Ukrainian drone attack on Russia's Novorossiysk port.
Ukrainian officials confirmed that Russian drone attacks on the Ukrainian-Moldovan border crossing in the Odesa region killed 2 civilians and injured 3, temporarily disrupting border traffic. The Russ
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MOL Chairman: Violent Yen Fluctuations Could Lead to Global Market "Chaos," Outlook for Strait of Hormuz Shipping Recovery Pessimistic
Takeshi Hashimoto, Chairman of Mitsui O.S.K. Lines, stated in an interview with CNBC that while a weaker yen benefits Japanese companies operating outside Japan, sharp fluctuations in the yen could le
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Chinese energy firms, including Sungrow and EVE Energy, warn policy volatility complicates long-term overseas expansion amid geopolitical risks
Executives from Sungrow Power Supply and EVE Energy stated at a Hong Kong event on Tuesday that policy stability is their top expectation, as their global investments face increasing geopolitical risk
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ECB is virtually certain to hike rates by 25 bps to 2.5% on Thursday; Wall Street awaits Lagarde's policy guidance amid Middle East tensions
Futures markets price in a 99.7% probability that the European Central Bank will tighten monetary policy by 25 basis points to 2.5% when it meets on Thursday. The focus is on whether ECB President Chr
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Russia's Key Black Sea Port of Novorossiysk Hit in Overnight Drone Attack, Damaging Infrastructure and Threatening Commodity Flows
Russia's Key Black Sea Port of Novorossiysk Hit in Overnight Drone Attack, Damaging Infrastructure and Threatening Commodity Flows
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US-Iran Conflict Escalates: Iran Claims Attacks on US Vessels and Oil Tankers, Brent Crude Nears $100/Barrel
Oil prices rose and stock markets fell after the US and Iran attacked each other's ships and oil tankers in the Strait of Hormuz. Iran's Revolutionary Guard claimed to have attacked two US ships and e
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India's Manipur State Pledges to Complete Border Fencing with Myanmar by 2028
Manipur, a northeastern Indian state, recently announced its plan to complete the fencing of its border with Myanmar by 2028. This border fencing plan, first proposed two years ago, has resurfaced but
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Escalating US-Iran conflict heightens environmental risks in the Strait of Hormuz; on September 8, US forces attacked five Iranian oil tankers.
Al Jazeera reported that the United States and Iran have been mutually attacking oil tankers and vessels in and around the Strait of Hormuz, raising concerns about a catastrophic oil spill in the Gulf
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Recent Israeli attacks have exacerbated the displacement problem in Lebanon, with schools set to open on September 15 still housing a large number of displaced persons.
Al Jazeera reported that Israeli attacks in southern Lebanon on Monday killed 12 people, displacing more residents. Although Lebanese schools are scheduled to open on September 15, many are still bein
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China's Xi and India's Modi to meet at Brics summit, seeking to rebuild ties in Xi's first India visit in seven years
China's Xi and India's Modi to meet at Brics summit, seeking to rebuild ties in Xi's first India visit in seven years
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Japan, India, and Australia Deepen Ties to Hedge Against Possible US Quad Retreat
The three nations are stepping up cooperation in the Indo-Pacific to preserve the Quad's role in checking China's expanding influence, amid concerns of a potential U.S. withdrawal from the region.
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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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Saudi-led coalition says it destroyed a Houthi missile launcher in Sanaa, Yemen.
The Saudi-led coalition announced that it has destroyed a missile launcher belonging to the Houthis in Sana'a, Yemen. Coalition spokesman Turki al-Maliki stated that the launcher had previously been u
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Iranian Foreign Minister Abbas Araghchi: US election results have led to the suspension of mediators' work
Iranian Foreign Minister Abbas Araghchi: US election results have led to the suspension of mediators' work
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Florida Governor-elect Byron Donalds: Conflict with Iran "is coming to an end"
In an interview with NBC News, Byron Donalds, the newly elected Republican Governor of Florida and a close ally of Donald Trump, stated that the conflict with Iran is "coming to an end" and that gasol
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Iranian Foreign Minister Abbas Araghchi stated that negotiations to end hostility with the United States have not yet made progress, and they are waiting for the situation to become clearer following the U.S. midterm elections.
Iranian Foreign Minister Abbas Araghchi stated that negotiations to end hostility with the United States have not yet made progress, and they are awaiting clarification of the situation following the
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Israeli Prime Minister-designate Eisenkot stated that he is open to including Benjamin Netanyahu in the ruling coalition.
Israel's designated government-forming candidate Gadi Eisenkot stated that he is open to including Benjamin Netanyahu in a coalition government. Speaking at a ceremony at the President's Residence in
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Trump: Further strikes against Iran will be "highly unlikely" if progress is made on nuclear and Strait of Hormuz negotiations
Trump: Further strikes against Iran will be "highly unlikely" if progress is made on nuclear and Strait of Hormuz negotiations
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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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