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Kpler analysts speculate Iran may charge a "transit fee" in the Strait of Hormuz.
According to Al Jazeera, Michelle Brohard, a senior analyst at marine intelligence firm Kpler, speculates that Iran may be charging a "toll" for safe passage of oil tankers through the Strait of Hormu
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DeItaone forwards Tasnim report: Yemeni sources claim an attack on an oil refinery in Jeddah, Saudi Arabia
DeItaone forwards Tasnim report: Yemeni sources claim an attack on an oil refinery in Jeddah, Saudi Arabia
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EIA: Crude oil prices, refinery margins rose in Q3 amid Middle East conflict
The U.S. Energy Information Administration (EIA) reported that crude oil prices and refinery margins generally increased throughout the third quarter of 2026 (3Q26), as petroleum markets were characte
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Kuwait Petroleum Corporation CEO: Kuwait's current oil production is about 75% of pre-war levels; risks to passage through the Strait of Hormuz are increasing.
Kuwait Petroleum Corporation (KPC) CEO Sheikh Nawaf Al-Sabah said on Monday that Kuwait's current oil production is about 75% of what it was before the Iran war, as more tankers risk passing through t
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Houthi-run body issues warning for airlines flying in Saudi airspace
Houthi-run body issues warning for airlines flying in Saudi airspace
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Russia paid $3.6 billion in subsidies to oil refineries in September, the highest in over four years, to ensure domestic fuel supply.
The Russian government paid 305.5 billion rubles (approximately $3.6 billion) in subsidies to oil refineries last month, the highest monthly payment in over four years. This measure aims to ensure dom
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Analysts expect Flávio Bolsonaro to win the second round of Brazil's presidential election on October 25.
Right-wing Senator Flávio Bolsonaro outperformed expectations in Sunday's first-round vote, narrowly leading incumbent President Luiz Inácio Lula da Silva with 47% of the vote to 45.1%. Neither candid
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FT analysis: Putin's nuclear threats are no longer working, with global implications
FT analysis: Putin's nuclear threats are no longer working, with global implications
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Iran's Revolutionary Guard threatened an oil tanker in the Strait of Hormuz, instructing it to turn around or be targeted.
The UK Maritime Trade Operations (UKMTO) reported that a tanker transiting the Strait of Hormuz was hailed by Iran's Islamic Revolutionary Guard Corps (IRGC) and instructed to turn around or face the
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Al Jazeera Analysis: Republican Consensus on Israel Begins to Fracture
Al Jazeera's analysis indicates that the long-standing Republican consensus of unwavering support for Israel is beginning to fracture. This consensus, originally rooted in Christian Zionism, is now be
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Yemeni government forces claim to have recaptured Dhubab, a strategic Red Sea location, and positions near the Bab al-Mandab Strait from Houthi rebels.
Yemen's internationally recognized government military announced that it has taken control of the Dhubab district and strategic positions near the Bab al-Mandab Strait, cutting off supply lines and ro
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Volare Shipping Shares Jump on First Trading Day Amid Surging Tanker Rates
Volare Shipping's shares surged on their first trading day, as tanker rates have risen to record highs following the conflict in the Middle East, which disrupted oil markets.
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Oil prices surged following reports of an attack and shutdown of the Saudi East-West oil pipeline, then retreated after Bloomberg reported normal operations.
Saudi Arabia's East-West Pipeline was attacked again on October 4 at a pumping station in the Khurais region, east of Riyadh, suffering severe damage and halting operations, with the attack expanding
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Saudi East-West Oil Pipeline Is Said to Be Flowing as Normal
Saudi Arabia’s East-West pipeline is operating normally, people familiar with the matter said, after reports that it had suffered a further attack.
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The Trump administration proposed trilateral technical-level talks between the US, Russia, and Ukraine by the end of this month, which Ukrainian President Zelenskyy has agreed to.
Ukrainian President Volodymyr Zelenskyy said on Sunday via social media that the Trump administration has proposed trilateral technical-level talks between the US, Russia, and Ukraine by the end of Oc
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US-India officials state trade deal negotiations are at an impasse.
Negotiations for a trade deal between the United States and India have stalled, making an agreement difficult to reach, according to senior officials from both countries. Indian Finance Minister Nirma
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Iranian officials stated that the Strait of Hormuz will remain closed, and that US warships have withdrawn from the Gulf.
Senior commander of Iran's Islamic Revolutionary Guard Corps (IRGC), Ali Fadavi, stated on Sunday evening that the current oil flow through the Strait of Hormuz is "insignificant." He added that there
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Euro Falls to 17-Month Low Amid Spanish Election Preparations and Regional Fiscal, Political Risks
The euro fell to its weakest level since May 2025 as reports that Spanish government officials are preparing for an early election added to investor concerns over political and fiscal risks across the
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Japanese companies are retreating from China at a record pace, with the number of firms falling to a historic low of 10,118 as of June, down 22% from June 2024
Japanese companies are retreating from China at a record pace, with the number of firms falling to a historic low of 10,118 as of June, down 22% from June 2024. This marks the lowest level since Teiko
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Trump pressures South Korea to sign Alaska LNG deal, threatens "double tariffs" if not signed.
US President Donald Trump stated that if South Korea does not sign the $50 billion Alaska liquefied natural gas (LNG) project soon, he will "double the charges," without specifying what would be doubl
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Taiyo Oil Co. CEO Takahiro Yamamoto said Japan should continue to rely mainly on cheap crude oil from the Middle East, rather than the government's diversification strategy prompted by the US-Iran conflict.
Taiyo Oil Co. CEO Takahiro Yamamoto stated that Japan should continue to primarily rely on cheap crude oil from the Middle East, rather than the government's diversification strategy driven by the US-
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Yemeni government announces major offensive against Houthis; Iran says ready for US attacks
Yemeni government announces major offensive against Houthis; Iran says ready for US attacks
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US withdraws B-1 bomber aircraft from UK’s Fairford base amid Iran fears
The United States has abruptly withdrawn roughly a dozen B-1 bombers from the Royal Air Force (RAF) Fairford base in the UK, citing concerns about a potential attack amid its ongoing war with Iran. Th
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Ukraine's Zelenskyy says ready for US-backed trilateral talks with Russia this month
Ukraine's Zelenskyy says ready for US-backed trilateral talks with Russia this month
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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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Saudi coalition destroys two Houthi missile launchers in Saada, Yemen
The Saudi-led coalition in Yemen announced that it had destroyed two ballistic missile launchers in Saada, northwestern Yemen. A coalition spokesperson stated that the Houthi movement had previously u
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Iranian Foreign Ministry Condemns Saudi Military Operations in Yemen, Calls for Immediate Ceasefire and Bilateral Dialogue
The Iranian Ministry of Foreign Affairs condemned Saudi Arabia's "military aggression" in Yemen, calling for an immediate halt to military attacks, a full lifting of the blockade, and respect for the
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Gulf Stock Markets Fall Amid Iran Tensions as Investors Await Donald Trump's Next Move
Gulf stock markets declined as they were rattled by the situation in Iran, with investors awaiting Donald Trump's next move. As investors looked for signs of whether the U.S. might launch new strikes
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Israeli President Isaac Herzog has officially tasked Gadi Eisenkot with forming a new government and warned that the threat from Iran is imminent.
Israeli President Isaac Herzog has officially authorized Gadi Eisenkot to form a new government, while warning that the Iranian threat is imminent. In his speech, Herzog stated that Iran has never cea
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Qatar condemns Houthi missile and drone attacks on Saudi Arabia
Qatar has condemned the Houthi missile and drone attacks targeting Saudi Arabia. In a statement released by the Qatari Ministry of Foreign Affairs, the attacks launched by the Houthi movement against
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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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