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Geopolitics
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Russia and China veto UN mandate to monitor Iran sanctions, ending Security Council's watchdog panel
The US-backed resolution, shut down on Thursday, would have authorized UN experts to continue monitoring sanctions reimposed last year after Western powers accused Iran of violating the 2015 nuclear p
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Analysis indicates: Wall Street's "TACO trade" strategy, betting on Donald Trump's concessions on the Iran issue, became invalid in September.
MarketWatch analysis indicates that over the past six months, investors would buy the dip when Donald Trump threatened Iran, as he always backed down, a strategy dubbed "TACO trading." However, since
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The U.S. will allow Iran's president and foreign minister, along with other delegation members, to attend UN meetings but will impose travel restrictions.
BBC News reports that the U.S. government has issued visas to Iranian officials, allowing them to travel to New York next week for the United Nations General Assembly. The delegation includes Iranian
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US sanctions Iranian crypto exchange BitBank, accusing it of transferring Bitcoin for IRGC.
The U.S. Treasury Department stated that Hormuz Safe Platform, which was previously sanctioned, has been using BitBank since June to transfer collected payments, which were then used by the Islamic Re
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Malaysia's national energy company, Petronas, plans to increase its liquefied natural gas (LNG) production by 38% by 2035 to replace unstable Middle Eastern supplies.
Malaysia's national energy company, Petronas, plans to increase its liquefied natural gas (LNG) production by 38% by 2035 to replace unstable Middle Eastern supplies.
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Trump administration approves $24bn sale of F-35 jets to Saudi Arabia
The deal is seen as a win for Riyadh as it is embroiled in a regional crisis triggered by the Iran war.
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Israelis protest outside 'NAZA' filmmaker's home, chanting 'death to traitors'
Dozens of Israelis protested outside the family home of the filmmaker behind the movie 'NAZA', chanting 'death to traitors'. The protest comes amid ongoing tensions, as Palestinians in the occupied We
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Trump: Significant progress made on establishing a US military base in Poland, location to be announced soon.
Donald Trump posted on his Truth Social platform, thanking Polish President Karol Nawrocki for his leadership, stating that significant progress is being made on establishing a U.S. military base in P
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Wife of American Scholar Detained in China Calls on Trump to Raise Husband's Release During Xi Meeting Next Week
Sylvia Zin, wife of American scholar U Min Zin, testified before Congress, expressing her deep hope that President Trump would raise her husband's case with Chinese President Xi Jinping at next week's
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Donald Trump stated that he faces "major decisions" in the next phase of the Iran conflict, including whether to take further military action against Tehran.
Donald Trump stated that he plans to use the upcoming UN meeting to directly solicit input from regional allies such as Saudi Arabia, the UAE, Qatar, Bahrain, Kuwait, and Oman regarding next steps. He
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Iran downed at least 2 unmanned American aircraft in recent days, U.S. officials tell CBS News.
Iran downed at least 2 unmanned American aircraft in recent days, U.S. officials tell CBS News.
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Van Nostrand, CIO of Lazard Asset Management: Geopolitics, oil price volatility, and high interest rates reinforce Lazard's view that the market is entering a supply-side era, where outcomes are driven by supply shocks rather than consumer demand.
Van Nostrand, CIO of Lazard Asset Management: Geopolitics, oil price volatility, and high interest rates reinforce Lazard's view that the market is entering a supply-side era, where outcomes are drive
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Saudi Aramco seeks fuel supplies in the Mediterranean region after attacks on its energy facilities.
Saudi Aramco has been seeking to procure thousands of tons of diesel in the Mediterranean region after a series of attacks on its energy facilities in recent weeks.
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JERA CEO Yukio Kanno expects LNG spot prices to continue rising due to low European inventories and supply disruptions in the Strait of Hormuz.
JERA CEO Yukio Kanno expects LNG spot prices to continue rising due to low European inventories and supply disruptions in the Strait of Hormuz.
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Lebanon Security Talks in Paris Focus on Post-UNIFIL Alternatives Amid Renewed Israeli Attacks
European and Arab military chiefs, joined by French President Emmanuel Macron, Lebanese President Joseph Aoun, Jordan’s King Abdullah II, and a senior US military official, are meeting in Paris today.
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UK charities and protest groups condemn Israeli threat to ban their representatives after UK sanctions
British charities, Palestinian advocacy organisations, and the proscribed Palestine Action group have condemned an official Israeli letter recommending their representatives and activists be barred fr
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Al Jazeera Commentary: Trump's remarks on the Houthis may signal the limitations of US security commitments in the Middle East
Al Jazeera commented that US President Donald Trump's remarks on September 12 regarding the Houthi movement might suggest the limitations of US security commitments in the Middle East. In Dublin, Trum
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Analyst Sutcliffe: Houthi aim is leverage over Saudi Arabia
Megan Sutcliffe, Principal Analyst for the Middle East and Africa at Sibylline, stated that the Houthi attacks in the region are aimed at gaining leverage over Saudi Arabia.
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EU Spokesperson Responds to Trump's Threats, States Canada Agreement "Not Aimed at Anyone"
An EU spokesperson stated that the agreement with Canada "is not directed against anyone," but rather "for our common strength." This follows warnings from US President Donald Trump, who had previousl
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Thailand seeks more crude oil supplies outside Middle East, reducing reliance to below 30% from 60%
Energy Minister Akanat Promphan stated that oil supply disruptions are prompting Thailand, like many other countries, to accelerate its energy transition. He added that Thailand has diversified its oi
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Argentinian judge orders suspension of British-Israeli oil project near Falkland Islands
The interim ruling, issued by a court in Argentina’s Tierra del Fuego province, is a symbolic move amid Argentina's escalating claim over the British-administered territory. The judge ordered Britain’
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Russia to hold parliamentary election this weekend, with ruling United Russia party expected to cement dominance
The tightly controlled vote, taking place from Friday to Sunday, is widely expected to shore up the United Russia party's dominance in the 450-seat State Duma. External observers will focus on voter t
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JPMorgan Chase Global Macro Conference Minutes: Geopolitical Risk Premium Expected to Persist Until 2027, Brent Crude Average Price Potentially Reaching $87/barrel in 2027
JPMorgan Chase's Strategic Research Department's meeting minutes indicate that geopolitical risk premiums are underestimated and are expected to persist until at least 2027. The commodities strategy t
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Trump plans to meet Gulf leaders at UN next Tuesday to discuss Iran war's endgame: report
U.S. President Donald Trump plans to meet leaders from six Gulf Cooperation Council states on the sidelines of the United Nations General Assembly in New York next Tuesday, Axios reported. The discuss
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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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Adviser to Iran's Supreme Leader: US Midterm Election Results Will Not Change Tehran's Stance Toward the US
Mohammad Mokhber, an advisor to Iran’s Supreme Leader, stated on X that a Democratic victory in the US midterm elections will not change Tehran's stance toward Washington. He wrote, "It is naive to ti
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Iranian Foreign Minister Abbas Araghchi warns: If the situation escalates, Tehran will "unleash hellfire"
Iranian Foreign Minister Abbas Araghchi warned in a post on X that U.S. voters have made their choice, and the White House must now make its own; if hostilities resume, Iran will "unleash hellfire." A
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Reform UK leader Farage predicts a surge in military action against Iran after the US midterms
In an interview with the BBC, Reform UK leader Nigel Farage predicted that following the US midterm election results, he "expects to see a very sharp increase in military action against Iran." Farage
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Iranian Foreign Minister Abbas Araghchi warned that US targets in the region could be within range of strikes.
Iranian Foreign Minister Abbas Araghchi has warned that Iran "will not hesitate" in its stance toward the United States, pointing out that certain U.S. targets in the region located outside military b
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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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