Geopolitics
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Saudi Arabia cuts oil output to this year's lowest level due to Houthi threats
The world's biggest oil exporter was forced to cut production after Houthi rebels announced a 'maritime embargo' against the kingdom’s exports in July.
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Saudi Arabia reported to OPEC that its crude oil production fell again last month, reaching its lowest level since 1990.
Saudi Arabia reported to OPEC that its crude oil production again fell sharply last month, reaching its lowest level since 1990, as renewed hostilities between the United States and Iran squeezed Saud
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The US-Iran conflict may become protracted, with Brent crude oil surpassing $102 due to escalating shipping risks in the Strait of Hormuz and the Red Sea.
Iran is committed to continuing the fight and has rebuilt its missile capabilities, according to Bloomberg. Meanwhile, the Wall Street Journal reported that senior White House advisors have warned Don
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Iraq Tenders for Two Supertankers to Secure Oil Exports via Hormuz Amid Threats
Iraq is holding a tender to hire two or more oil supertankers to perform transits through the Strait of Hormuz. This move aims to ensure the country’s crude exports while the vital waterway remains un
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Vietnamese President To Lam visited Moscow on September 9, where he and Russian President Vladimir Putin agreed to deepen energy cooperation, including in nuclear power and oil and gas.
According to the Vietnam News Agency, this marks the first state visit by a Vietnamese President to Russia since 1991, with both sides also emphasizing cooperation in defense and trade.
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Yemen's Houthi rebels and government forces have engaged in fierce clashes across multiple fronts, resulting in at least 194 deaths and 880 injuries over the past two weeks.
Al Jazeera reported that Yemeni government forces, recognized by the United Nations, and the Iran-backed Houthi rebels engaged in fierce clashes across multiple frontlines in northern, western, and ce
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Putin Aide Patrushev Claims Western Europe Uninterested in Ukraine Peace, Sees US More Open to Talks
Putin aide Nikolay Patrushev claimed Western Europe is not interested in peace in Ukraine or encouraging Kyiv to negotiate. He added that the U.S. appears more interested in negotiations, expressing h
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Ukraine launches deepest strike of war, hitting Russian Arctic gas plants 3,000 km away, as Russian attacks kill 7 in Ukraine
Ukraine's Special Operations Forces (SOF) confirmed the drone attack on two natural gas plants, Novy Urengoy and Purovsky, in Russia's Yamal-Nenets region, marking the war's deepest strike. These faci
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Eurasia Group CEO warns Asia faces deepening 'geopolitical recession' entailing long-term instability
Eurasia Group CEO Maziar Minovi warned on Thursday that policymakers and businesses in Asia must brace for a deepening "geopolitical recession" that entails long-term political and economic instabilit
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China's crude stockpiling helped curb oil price surge amid Iran war, but signs of resuming purchases may test buffer as Brent crosses $100 on Wednesday
S&P Global Ratings global chief economist Paul Gruenwald noted that China's years of crude stockpiling and subsequent reduction in oil purchases since the Middle East war erupted in late February help
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Al Jazeera analysis: Europe's far-right gains, particularly in Germany and France, threaten to deepen divisions over Ukraine and Russia
Al Jazeera analysis indicates that the recent success of Germany's Alternative for Germany (AfD) in regional elections and its strong national polling, along with Marine Le Pen's prospects in France's
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Yemen Conflict Escalates: Houthis Launch Major Offensive, Air Raid Sirens Blare Across Multiple Saudi Provinces, Following Houthi Accusations of 54 Saudi Airstrikes
The conflict in Yemen continues to escalate, with Houthi forces launching a large-scale offensive. The Yemeni government has accused the Houthis of killing three children in shelling. Meanwhile, Houth
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Ukrainian Drones Attack Russian Caspian Port in Dagestan
Ukrainian drones attacked a Caspian Sea port in Russia's Dagestan region, causing fires and explosions.
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Analysts point out that Hong Kong investors are concerned about high market volatility due to geopolitical tensions, weak earnings growth, setbacks in AI trading, and the potential for tighter US policies.
The South China Morning Post's analysis indicates that while state-backed "national team" buying provides a floor for mainland Chinese equities, Hong Kong investors are concerned about navigating high
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Financial Times: The 'win-win' era has ended, as post-Cold War optimism becomes a distant memory in zero-sum times
Financial Times analysis suggests that the concept of a 'win-win' era has concluded, with the sunny optimism of the post-Cold War phrase now seeming a quaint and distant memory in what are perceived a
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Trump suggests renaming Strait of Hormuz to 'Trump Strait', claiming US controls key trade route and predicting lower oil prices
Trump suggests renaming Strait of Hormuz to 'Trump Strait', claiming US controls key trade route and predicting lower oil prices
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UBS CEO Sergio Ermotti warned investors against complacency, citing increasing geopolitical and economic risks, and predicted that major central banks would raise interest rates in the coming months.
UBS CEO Sergio Ermotti stated on Thursday that financial markets have become complacent over the past few years despite increasing geopolitical and economic risks. He pointed out that new problems are
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Seoul shares open lower, Kospi down 0.29% to 7,031.53, tracking Wall Street losses amid Mideast tensions and rising oil prices
Seoul shares opened lower Thursday, tracking Wall Street losses, as surging oil prices caused by intensifying tensions in the Middle East fueled inflation concerns ahead of key US inflation data. The
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Iran's state media reports 'enemy' projectiles hit Sirik areas; Tehran says ready for regional dialogue to foster trust
Iran's state media reported that 'enemy' projectiles struck areas in Sirik. Concurrently, Tehran stated its readiness for dialogue with regional nations to 'foster mutual trust' and 'achieve sustainab
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Oil extends gains as Iran vows readiness for more intense war, raising concerns over Strait of Hormuz disruptions
Oil extends gains as Iran vows readiness for more intense war, raising concerns over Strait of Hormuz disruptions
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IAEA Board of Governors Approves Resolution to Refer Iran's Nuclear Non-Compliance to UN Security Council
The Board of Governors of the International Atomic Energy Agency (IAEA) has approved a resolution to refer Iran to the UN Security Council for violating its nuclear non-proliferation obligations. This
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Yemen's ambassador to Qatar warns Houthi threats to the Bab el-Mandeb Strait could lead to wider war and disrupt global shipping.
Yemen's Ambassador to Qatar, Rajeh Badi, stated in an interview with Al Jazeera on Wednesday that Houthi rebels are attempting to seize strategic locations along the Red Sea coast to strengthen their
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Yemen's Ambassador to Qatar: Houthis Trying to Drag Saudi Arabia into War by Attacking its Territory
Yemen's Ambassador to Qatar: Houthis Trying to Drag Saudi Arabia into War by Attacking its Territory
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Gaza faces severe medical oxygen crisis as only 12 of 34 oxygen-generation stations remain operational
The besieged enclave's health crisis is worsening, with only 4 of 30 devices used to fill oxygen cylinders also still working, according to the Gaza Ministry of Health. Israeli authorities continue to
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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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