Iran War Pulse

Key policy shifts to stabilize global oil:

• Trump announces lifting some sanctions on oil producers as prices swing from $120 to below $90 in 24...

• Oil surge: Up $20 per barrel since Iran war began, driving energy volatility.
• Supply fears: Strait of Hormuz disruptions as primary market impact.
• Inflation watch: Wall Street factoring rising energy prices into broader effects.

Two forces colliding: Monetary expansion builds financial imbalances from credit binges expecting lower rates, while Iran conflict disrupts oil via...

• Overwhelming vote: 13-0-2 (China/Russia abstain) adopts resolution condemning Iran's Gulf attacks on infrastructure, with record 135 cosponsors.
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• Hormuz threats halt exports: Iranian attacks damaged Gulf facilities; shipping stalled, Brent hit $92/bbl (+28%).
• Prolonged risk: Shutdown could...

Casualties mount rapidly as war hits third week:

• US toll climbs to 13 dead (7 by enemy fire), 8 severely injured; 6 named in Iraq plane crash on...

Shipping ghost town: Tanker traffic collapsed ~70%, down to a trickle as shipowners flee IRGC missile/drone threats and GPS jamming—25% seaborne oil...

Six key economic roots of the Iran war, per Prof. Wolff:

• U.S. military history: Korea, Vietnam, Afghanistan, Iraq
• Economic trends fueling U.S....

Escalation intensifies with Israel targeting new areas in western and central Iran.

• Iran retaliates with missiles, injuring at least 8 in Israel.
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Iran war upends oil production and shipping across the Middle East, straining worldwide energy supplies and driving wild crude price swings Monday.

Trend alert: Iran war oil shocks are hitting American drivers hard.

• Crude surge: Oil climbs above $100/bbl, peaks near $120 amid shipping attacks.
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Key stall in Middle East peace: Trump's Gaza plan, including Hamas disarmament for reconstruction, paused since Iran war erupted Feb 28.

• Hamas...

US rhetoric flips on Iran endgame amid economic shocks:

• Total victory: Trump claims 100% of Iran's military destroyed, beaten...

Strait of Hormuz chokepoint carries 1/5 of global oil; disruptions spike prices, fueling inflation.

• Emerging markets face FX strain, currency...

Key insights from economist Michael Hudson on the Iran war's economic roots:

• Oil controls US policy: Shapes Middle East strategy from the start.
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• Feb 26 Geneva talks: US-Iran nuclear round shows substantial progress, plan for March 2 technicals, but US negotiators ill-prepared on Iran's...

• Divided Council: E3 snapback in Sep 2025 revived 1737 Committee sanctions, but China/Russia reject validity, blocking reports and chairs.
• US Leads...

Iran's IRGC unleashes escalating strikes in Operation True Promise 4:

• Initial drones: Hit Dubai, Kuwait airport, and US assets in retaliation.
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Key vulnerabilities for Beijing amid Iran war oil risks:

• Heavy reliance on Iranian oil leaves China exposed to Strait of Hormuz disruptions.
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• Humanitarian crisis mounting: 1,348 civilian deaths in Iran, 630 in Lebanon; UN warns of surging displacement.
• Economic blowback hits Asia: Oil...