Middle East Investment Watch

• OPEC+ will approve a final 188,000 bpd hike in September then pause increases, needing time to assess Iran war and Hormuz disruptions.
• Actual...

Oman-backed draft plan emerged modeled on the Strait of Malacca, proposing joint regional oversight with voluntary fees for safe passage. Negotiations...

Despite Iran's ongoing attacks and a "severe" threat assessment, 84 vessels transited the Strait of Hormuz during key conflict periods versus over 900...

Moody’s revised its broader Mena outlook to negative due to geopolitical tensions and Strait of Hormuz shipping risks, yet singled out the UAE for its...

Oil prices fell sharply as US-Iran tensions eased, with Brent dropping to $83.95 and WTI to $80.82 per barrel.

• Market view: Investors scaled back...

Geopolitical chokepoints including the Strait of Hormuz and Bab el-Mandeb have severely curtailed Middle East oil and LNG flows, creating supply...

• Military flare-ups: IRGC fired warning shots at four vessels in the Strait, adding to tanker attacks and shipping threats.
• Diplomatic push: Oman’s...

Iran-Oman talks aim to restart Strait of Hormuz shipping but face immediate setbacks, with Tehran rejecting proposals to keep the lane open during...

Oil prices dropped sharply as hopes for a U.S.-Iran ceasefire reduced fears of Strait of Hormuz disruptions. Brent fell around 5-6% to near $91-92 and...

• Satellite imagery confirms damage at Saudi Aramco’s Abqaiq facility, a key processing node that handles substantial Saudi crude exports
• Houthis’...

Multiple indicators point to potential easing in the Hormuz crisis:

• Shipping traffic through the Strait hit a three-week low, with fewer than 10...

No significant updates today.

No significant updates today.

• Shipping plunge: Hormuz transits stuck at just three vessels daily, with only one tanker crossing on Thursday.
• Price spike: Brent surged past $100...

• Fertility rates have plunged below replacement across most MENA countries, sharply reducing future workforce entrants.
• Old-age dependency ratios...

US and UK are convening a London conference next week to build an international coalition protecting Strait of Hormuz shipping, seeking allied naval...

Hormuz Recovery Timeline Lengthens

• 🔥 Prediction Markets Signal Extended Closure: Prediction markets now assign only a 47% chance of normal...

The Strait of Hormuz blockade is driving systemic risks beyond oil, from disrupted shipping to rising food insecurity and prolonged market...

The UN reports at least 6,000 sailors stranded on 400 ships in the Strait of Hormuz amid US-Iran attacks, with nine vessels abandoned and crews...

The Strait of Hormuz crisis is driving Brent above $100 for the first time since May, with physical Middle East grades hitting two-month highs near...