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Iran
Everything Briefed has filed against Iran, most recent first.
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Shandong's tanks are running dry and Iran is the cheapest refillIndependent Chinese refiners in Shandong saw inventories fall to 360 million barrels in July, the lowest in eight months, according to Energy Aspects data cited by Bloomberg. These teapots already …Iran says it has a Hormuz deal with Oman. Shipowners aren't celebrating yetIran says it has struck an agreement with Oman over shipping through the Strait of Hormuz, the channel that carries roughly a fifth of the world's seaborne oil. Tehran is also reportedly pushing to…Washington intercepts Iranian missiles, readies new Russia sanctionsTwo fronts moved at once and neither is contained. US forces say they intercepted an Iranian missile attack described as a surprise, the kind of phrase that should worry anyone pricing Gulf shippin…Oil traders are stuck waiting on OPEC+ and Iran, againCrude is holding in a tight range this week with no fresh catalyst, leaving traders parked on the same OPEC+ supply decisions and Iran sanctions questions that have driven the last month of price a…Brent above $90 and London's earnings season is the first casualtyProfit warnings from FTSE-listed firms are running well ahead of last quarter's pace, and the common thread in every one of them is the same line about fuel costs and freight disruption through the…Chevron shops for a Hormuz workaround as US strikes widenOil majors don't quietly explore pipeline routes through Syria unless they think the Strait of Hormuz is a genuine liability, not a temporary scare. Chevron and Iraqi officials are looking at bypas…Brent above $85 puts today's CPI print under more pressure than usualOil at $85 a barrel doesn't just squeeze margins, it drags straight into the inflation print markets are watching today, and traders are already repricing rate expectations ahead of the data rather…A Qatari LNG tanker struck near Hormuz. Oil is up 1.5 percent. The real number to watch is the insurance premium.Every time a ship takes a hit near the Strait of Hormuz, the market reprices two things simultaneously: the barrel and the route. Yesterday's strike on a Qatari gas tanker pushed oil up roughly 1.5…US-Iran halt strikes ahead of talks, but oil already priced in the reliefThe ceasefire signal is real, but do not mistake de-escalation for resolution. Washington and Tehran have agreed to pause strikes and meet this week, which was enough to push Brent higher in early …Gold retreats on Iran ceasefire signalGold pulled back as the US-Iran halt-in-strikes announcement reduced immediate safe-haven demand. The move is mechanically consistent with reduced geopolitical premium, but with talks yet to produc…US equity futures edge higher as Iran risk coolsS&P 500 futures advanced modestly in Asian hours, tracking the Iran ceasefire signal and a constructive close from last Friday. Gains are thin given residual uncertainty on the Fed path and this we…Aramco helicopter crashes at Saudi portAn Aramco helicopter came down at a Saudi Arabian port facility. No production disruption has been reported and the incident does not appear to affect oil output or export logistics at this stage.Oil extends its slide as Hormuz traffic resumes post-peace talksBrent is falling again this morning as tanker traffic through the Strait of Hormuz picks up following the Iran-US ceasefire diplomacy. The risk premium that briefly pushed oil higher when Hormuz lo…Hormuz reopens. Oil heads for its worst week since the crisis began.The largest oil supply shock since the 1970s is unwinding faster than most traders priced in, and crude is paying the price. Brent has dropped roughly 27% over the past month, falling toward the mi…Saudi supertankers are moving again. The oil market is pricing the deal before it is signed.Saudi supertankers heading for the Gulf of Oman is the physical confirmation of what crude futures already priced on Thursday: the US-Iran preliminary framework is real enough that shipping operato…US futures bounce after tech selloff as Iran strikes endUS equity futures rebounded in early Thursday trading after Wednesday's sharp tech-led pullback, with confirmation that US military strikes on Iran had been completed swiftly helping to cool oil pr…Gold extends drop as US-Iran strikes override safe haven bidGold fell to four-month lows around $4,400 per ounce despite fresh US airstrikes on Iran, extending what has become its worst monthly performance since October 2008. The traditional safe-haven bid …Gold holds gains as Iran truce hopes ease inflation fearsSpot gold extended gains to around $4,585 per ounce as reports of a US-Iran ceasefire extension eased inflation concerns tied to energy supply disruptions. Silver jumped 1.2% to $78.68 while the Bl…Oil futures drop as ships move toward reopened HormuzBrent crude fell 3% to $111/bbl after at least one vessel successfully passed through the Strait of Hormuz, signaling partial reopening of the chokepoint that carries 20% of global oil supplies. Ir…Gold jumps as Iran deal prospects temper inflation fearsGold rose above $4,700/oz as signs of U.S.-Iran progress shift trader focus from geopolitical risk to the inflation outlook. Spot gold gained over 1% after touching March lows, with CFTC data showi…European gas plunges 8% on U.S.-Iran deal optimismDutch TTF futures dropped over 8% to €46-48/MWh as Treasury Secretary Scott Bessent said the U.S. Is "nearing the end of the war in Iran" and expects gas prices "with a three in front of it." The m…Xi lambasted Japan's 'remilitarisation' in closed-door Trump summitChinese President Xi Jinping sharply criticized Japan's defense buildup during November's Beijing summit with Trump, accusing Tokyo of "remilitarisation" as Prime Minister Sanae Takaichi pushes def…Trump calls off Iran strike after Gulf states interveneTrump postponed a planned military strike on Iran after Saudi Arabia, Qatar, and the UAE asked for a delay, saying they were 'getting very close to making a deal.' The former president said the US …European airfares set to rise as fuel refining capacity tightensIATA's Willie Walsh called higher European airfares "inevitable" as Middle East refining constraints push jet fuel premiums above crude oil gains. Aviation Week reports fuel typically represents 20…Iran rejects nuclear halt, keeps Hormuz closedTrump's 14-point peace proposal died yesterday after Iran's counterproposal ignored every nuclear concession the White House demanded. Tehran's response, delivered after a 10-day wait, focused enti…Gold steady at $4,697 as Iran clashes dim truce hopesUS strikes on Iranian military targets killed yesterday's peace rally in precious metals. Gold held near $4,697 per ounce after Iranian attacks on three Navy destroyers in the Strait of Hormuz esca…China tells banks to freeze loans to US-sanctioned refinersBeijing's financial regulator quietly ordered state banks to halt new loans to five refineries blacklisted by Washington for Iranian oil ties, including Hengli Petrochemical, one of China's largest…Oil crashes 10% as Iran reopens Hormuz, but Trump keeps the squeezeIran declared the Strait of Hormuz fully open Friday after seven weeks of closure, triggering the sharpest oil sell-off since March 2022. WTI fell to $84.95 per barrel while Brent dropped to $90.87…Trump's Hormuz escort starts Monday, Iran calls it humanitarianSix weeks of shipping gridlock ends Monday as Trump begins guiding neutral vessels through the Strait of Hormuz, bypassing Iranian-controlled routes. The USS Frank E. Peterson Jr. Already cleared I…Gold steadies as markets weigh Trump's Iran diplomacyGold held steady after a second weekly decline as traders parsed mixed signals from Trump's Hormuz escort plan and ongoing Iran negotiations. The administration reviews a new Iranian proposal to re…Shin-Etsu withholds annual forecast as Iran war hits chemical supply chainsJapan's largest chemical producer cannot predict its own revenue twelve months out because the Strait of Hormuz has been closed for seven weeks. Shin-Etsu Chemical announced it is withholding full-…Trump orders Navy blockade as Iran talks collapseThe ceasefire that pulled markets back from March lows is dead. Trump ordered the Navy to blockade the Strait of Hormuz starting Monday after firing on Iranian vessels, while Iranian state media co…US sanctions hit China's largest Iranian oil buyerTreasury sanctioned Hengli Petrochemical's Dalian refinery plus 40 shipping companies as part of Trump's 'Economic Fury' campaign to choke off Iran's oil revenue. The move targets one of Iran's lar…Stocks extend rally on Iran peace talk reportsThe S&P 500 stayed on track for its fourth straight weekly gain, the longest streak since October 2024, as reports emerged of Trump sending envoys to Pakistan for weekend talks with Iran's foreign …War-driven power spike hits China's factory brokersPower brokers in Guangdong are canceling long-term supply deals with factories as Iran war disruptions spike spot electricity prices, eroding broker margins on fixed-price contracts. The crisis val…KOSPI leads global rally with 52% gainSouth Korea's KOSPI jumped 51.59 percent year-to-date, driven by semiconductor rebounds after the Iran war ceasefire pulled markets from March lows.Australian pensions boost currency hedging as Middle East tensions persistAustralia's largest pension funds are increasing currency hedging ratios as Middle East tensions threaten sustained volatility in commodity-linked currencies. The move signals institutional money m…US Navy secretary fired amid Iran blockade tensionsThe sudden dismissal of the US Navy secretary during the Iran blockade crisis signals deep disagreements within the Pentagon over military response options. The timing suggests internal conflict ov…Iranian execution claims blur line between AI manipulation and realityTrump's claims about saving Iranian women from execution involve both real cases and AI-generated content, complicating verification.Trump extends Iran truce as oil markets stay skepticalTrump extended the Iran ceasefire while maintaining naval blockades, sending oil prices into whipsaw trading around $82 per barrel. Peace talks have stalled over sanctions relief, with Iran demandi…