Browsing Tag
Strait of Hormuz
134 posts
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.
May 3, 2026
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.
May 3, 2026
Hostilities have terminated: Donald Trump tells Congress Iran war ended on April 7 ceasefire as War Powers Resolution deadline passes
Donald Trump says Iran hostilities have terminated. The naval blockade continues, fifty thousand troops remain, and the Constitution still asks who authorises this war.
May 2, 2026
NATO posture shift: US cuts Germany troop strength as Iran war strains transatlantic alliance
Germany hosts more United States troops than any country bar Japan. Donald Trump just cut 5,000 over Iran war criticism, and Berlin's options are narrowing.
May 2, 2026
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
May 1, 2026
ASX 200 down-tape is unusually narrow, Ampol, Viva Energy, Beach Energy track crude lower
The ASX 200 finally bounced, but Woodside and Santos didn't get the memo. The laggard list is one sector deep, and that's the read worth watching.
May 1, 2026
Paladin, Pilbara, Lynas surge as ASX critical minerals catch up to overnight US bid
Wall Street bid for Cameco and MP Materials hit Sydney first thing. Whether ASX critical-minerals stocks hold the gains depends on Hormuz, not commodity prices.
May 1, 2026
ASX 200 ends 8-day losing streak as 73% of stocks rebound, only Energy lags
Australia's longest losing streak since 2018 just broke. The bounce is real, but breadth and Energy reversal hint at consolidation, not recovery.
May 1, 2026
Iran War Powers vote fails 47 to 50 one day before May 1 statutory deadline expires
Senate rejected the sixth Iran War Powers Resolution 47 to 50 on April 30. The 60-day statutory deadline arrives Friday, with Trump's legal authority unresolved.
May 1, 2026
Oil market whiplash: Brent crude retreats after U.S.-Iran escalation fears
Oil fell after a $126 spike, but U.S.-Iran war risk still hangs over supply, inflation, and the Strait of Hormuz.
April 30, 2026