Iran Conflict Market Pulse

Ceasefire Announcement and Oil Price Drop

• 🔥 Trump's Two-Week Ceasefire Deal: President Trump announced a two-week ceasefire with Iran...

Key discrepancies amid Iran conflict:

• Hormuz shock: Traffic near zero (20% global oil), Brent hits $141, but pre-crisis oversupply projected through...

Trend alert: Post-ceasefire, logistical snags and owner caution hinder Gulf oil restarts, risking prolonged tightness.

• Sparse transits: Malaysian...

• Critical target: US struck Kharg Island—handling 90-96% of Iran's oil exports, mostly to China—ahead of Trump's ceasefire deadline, but spared...

Brent plunges 15.9% to $92.30/bbl on US-Iran two-week Hormuz ceasefire, but prices stay above pre-war $70.

• 172M bbl trapped on 187 tankers near...

Hormuz Strait Disruptions

• 🔥 Qatar LNG Tankers Halted: Iran halted two Qatar LNG tankers previously cleared to transit the Strait of Hormuz and...

Brent prompt spread ballooned above $10/bbl in backwardation—widest since conflict began, screaming shortage now, relief later.

• War & damaged...

Trump's Tuesday 8PM deadline hits today—deal or strikes on Iran's power plants/bridges. Next 90 days critical as 95% Hormuz traffic drop fuels oil...

• Iran escalation: Revolutionary Guards halted two Qatar LNG tankers (Al Daayen, Rasheeda) previously cleared via US-Pakistan mediation, ordering hold...

• Oil surges 3% past $115/bbl on US strikes at Kharg Island; markets price 52% chance of $130 WTI.
• Exports resilient at 2.4-2.8M bpd despite Hormuz...

Gulf Infrastructure Strikes

• 🔥 Iran Hits Five Countries: Iran launched coordinated drone and missile strikes on energy infrastructure across...

• Dual strait risk: Iran equates Bab al-Mandeb to Hormuz, warning one move could disrupt global energy/trade flows; both closed blocks 25% world...

Iran's drone/missile barrage hit energy infrastructure in Kuwait, UAE, Bahrain, Saudi Arabia, and Qatar, as Strait of Hormuz stays closed—worst...

• Iraqi tanker success: Ocean Thunder Suezmax with 1M barrels Basrah crude exits Hormuz under Iran's "brotherly exemption" to Iraqis, easing blockade...

Traders balance de-escalation bets against escalation risks as oil volatility spikes.

• Ceasefire talks: US, Iran, mediators eye 45-day pause, but...

• Official rejection: Tehran dismisses Trump's Tuesday deadline to reopen Strait of Hormuz.
• Direct threats: FM spokesman Esmail Baghaei vows...

Gulf Security Escalations

• 🔥 Drone Attack on US Embassy Riyadh: IRGC denies involvement in drone attack on US Embassy in Riyadh and blames...

Drone attack targets US embassy in Riyadh with greater-than-disclosed damage.

IRGC denies any involvement, shifting blame to Israel amid the fresh...

• US alarmed by reports of Russia providing Iran satellite intelligence to track US forces
• Precision strikes target AWACS and tanker aircraft,...

• EU Defiance: Italy locks Sigonella base, Spain closes airspace, France blocks weapons after US Iran ops, shocking NATO.
• US Retaliation: Abandons...