Browsing Tag
Strait of Hormuz
134 posts
Operation Epic Fury: Pentagon admits $25bn war cost as casualties and base damage mount
The Pentagon says the Iran war has cost $25 billion. Lawmakers and analysts say the real bill, including base damage, may be closer to $50 billion.
Brent crude above $114 as Trump prepares for months-long Hormuz blockade
Trump signals a months-long Hormuz blockade while rejecting Iran's ceasefire offer. Brent above $114. The UAE has left OPEC. The supply crisis has no visible exit.
UAE quits OPEC after nearly six decades, dealing structural blow to oil cartel as Iran war reshapes Gulf energy landscape
The UAE is leaving OPEC during the worst Gulf energy crisis in decades. The real question is whether Saudi Arabia can hold the cartel together without it.
US gasoline prices surge 28% since Iran war began as Hormuz closure persists
US gasoline at $4.17 marks a four-year high. The harder question is whether the Iran war stalemate forces Washington or Tehran to blink first.
Finder Energy (ASX: FDR) accelerates KTJ first oil to late 2027 with SLB and TIMOR GAP long-lead commitments
Hormuz is shut, Brent is above US$106, and Finder Energy is paying for subsea hardware before FID. The acceleration logic on KTJ is now obvious.
Iran war stalemate deepens: Six tankers turned back, only seven ships transit Strait of Hormuz
Iran wants to end the war first and talk nuclear later. Washington insists the order is reversed. Brent crude is already pricing the deadlock.
Strait of Hormuz standoff lifts Brent past $107 as Federal Reserve, ECB, BOJ decisions loom
Iran talks stalled. Hormuz still closed. Five central banks meet this week. Brent at $107.97 is no longer a tactical move, it is a macro regime question.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.
Tehran’s message to Washington: Abbas Araghchi clears Islamabad as Steve Witkoff and Jared Kushner fly in for ceasefire talks
Pakistan brokered the ceasefire. The United States wanted direct talks. Iran's Foreign Minister flew out of Islamabad before Steve Witkoff and Jared Kushner could land.
Trump’s Pakistan gamble: Why Iran’s refusal to meet U.S. envoys could decide the next phase of the war
Iran rejects direct U.S. talks as Trump sends envoys to Islamabad. Pakistan now holds the fragile channel between war and diplomacy.