Browsing Tag
Iran war
17 posts
Iran war leaves US facing years-long missile replenishment challenge
United States firepower won attention in Iran. The harder test is whether depleted missile stocks can be rebuilt before the next crisis.
TotalEnergies (EPA: TTE) heads into May 29 AGM with Iran war tailwind and Mozambique LNG back in play
Brent is above $100 and Hormuz is shut. TotalEnergies enters its May 29 AGM with record cash flow, a hiked dividend, and Mozambique LNG restarting at the worst possible moment for global gas.
Ludoil to buy ISAB refinery as Italy moves to secure strategic fuel capacity
Europe needs fuel security fast. Ludoil’s ISAB deal shows how Italy is pulling strategic refining capacity back under national control.
Shell (SHEL) delivers $6.9bn Q1 profit as Iran war volatility powers trading engine, ARC Resources deal reshapes strategy
Shell plc's Q1 profit doubled to $6.9 billion as Iran war volatility powered trading desks. The harder question is what happens when peace breaks out.
The Turnberry Agreement: Inside the asymmetric United States and European Union trade framework now under strain
Brussels accepted a 15 per cent tariff ceiling for stability. Trump just breached it. The Turnberry Agreement was the floor, not the deal.
Turnberry Agreement under strain: Trump hikes European Union car tariffs to 25% from next week
European Union autos face a 25 per cent United States tariff next week. Brussels says it complied. Trump says it did not. The Turnberry deal hangs in the balance.
South Africa records largest diesel price increase in history as Strait of Hormuz closure drives fuel shock
South Africa's diesel price rose a record R7.51/litre on 1 April 2026 after Iran's Strait of Hormuz closure. Godongwana cut the fuel levy by R3 to cushion the shock.
Federal Reserve holds rates steady as Jerome Powell pledges to stay until DOJ criminal probe is resolved
Federal Reserve Chair Jerome Powell says he will not leave until DOJ investigation ends. Fed holds rates at 3.5-3.75% as judge quashes subpoenas.
ASX copper stocks plunge up to 10% as Iran war and LME stockpile surge push copper to US$5.49/lb
ASX copper stocks drop 3-10% after copper falls 5% to US$5.49/lb overnight. Iran war, LME stockpile surge, and China demand softness are behind the selloff. Read the full analysis.
Fire forces USS Gerald R. Ford out of Red Sea on day 18 of US war with Iran
USS Gerald R. Ford exits Red Sea combat operations for Souda Bay, Crete after a non-combat fire displaced 600 sailors on day 18 of the US war with Iran.