Commodities Report: Brent crude oil futures | 2026-03-23 15:01 UTC [QZMV] | Bullish | tightening

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1. https://politicalcalculations.blogspot.com/2026/03/s-500-falls-as-potential-2026-rate-cuts.html - * The S&P 500 fell 1.9% in the week ending 20 March 2026. * Oil prices surged over $150 per barrel in eastern Asian nations due to Iran's efforts to disrupt shipping. * US oil prices remained below $100 per barrel, but with a $30 increase since February 2026. * The CME FedWatch Tool now projects a 0% chance of interest rate cuts in 2026; slight chance of hikes. * The market responded to Fed's decision to hold rates steady, with investor confidence decreasing. * The Atlanta Fed's GDPNow forecast for 2026-Q1 GDP growth lowered from +2.7% to +2.3%.
2. https://bfsi.economictimes.indiatimes.com/news/industry/indian-economy-at-risk-if-gulf-conflict-continues-moodys-analytics/129749241 - • The Indian economy could face a sharp slowdown if the Gulf conflict persists. • GDP may fall nearly 4% below expected levels. • India is among vulnerable economies in Asia-Pacific, along with South Korea, China, and Singapore. • Heavy reliance on oil and gas imports makes India exposed to external shocks. • The Asia Pacific Economy Outlook report was released on Monday.
3. https://www.panewslab.com/en/articles/019d196e-547d-72a6-b883-e91f77f0e7c5 - * Goldman Sachs' macro report, published on March 20, forecasts that the Iran conflict's deadlock in the Strait of Hormuz will likely persist, affecting global energy supply. * The report states that energy supply disruptions could lead to Brent crude oil prices exceeding 2008 record highs, with potential prices up to $110 per barrel. * If disruptions last longer, global GDP could decrease by up to 0.9%, and prices could rise by 1.7%. * Market pricing remains focused on inflation, neglecting imminent recession risks that could reverse asset prices and assets in stock markets, currencies, and commodities. * Middle Eastern oil revenues are estimated to be reduced by approximately $700 million daily, with potential economic impacts surpassing those during COVID-19 in some Gulf states.
4. https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Slashes-Oil-Supply-to-Asia-as-War-Chokes-Export-Route.html - * Saudi Arabia reduces crude oil exports to Asia in April, following a reduction in March, caused by the closure of the Strait of Hormuz. * Saudi Aramco plans to supply only Arab Light grade from Yanbu port, bypassing the Strait of Hormuz. * Exports in March were approximately 4.355 million barrels per day, below February's 7.1 million bpd. * Saudi Arabia aims to increase Yanbu port exports to a record 3.8 million bpd in April. * The country has already cut crude production by over 2.5 million bpd due to constrained export routes, affecting Asian refiners.
5. https://www.fxstreet.com/news/oil-higher-prices-with-prolonged-gulf-disruption-rabobank-202603230913 - * Rabobank notes that Brent crude has surged amidst Middle East conflict and Strait of Hormuz closure. * Crude prices spiked to nearly $120/bbl on 19 March, with physical prices exceeding $150–166/bbl. * Full closure of the Strait expected until the end of April, with recovery to 80% of pre-war levels by August. * Rabobank raises Brent and WTI price targets for 2026 and 2027 due to supply disruptions. * Risks include potential further attacks on Gulf energy infrastructure, causing lasting supply cuts.
6. https://www.azernews.az/oil_and_gas/256096.html - * Goldman Sachs revises upward its oil price forecasts for 2026 due to supply risks in the Persian Gulf. * Expected disruptions in the Strait of Hormuz could impact global oil shipments and prices. * Oil prices may surge to $110–135 per barrel in 2026, subject to geopolitical tensions. * The Middle East could see a decline in oil production by up to 11 million barrels per day. * Supply disruptions could result in a global deficit of up to 17 million barrels per day, affecting markets worldwide.
7. https://www.marineinsight.com/trump-gives-iran-48-hour-ultimatum-to-reopen-strait-of-hormuz-threatens-to-obliterate-power-plants/?utm_source=rss&utm_medium=rss&utm_campaign=trump-gives-iran-48-hour-ultimatum-to-reopen-strait-of-hormuz-threatens-to-obliterate-power-plants - * US President Donald Trump threatened Iran with strikes on power plants if the Strait of Hormuz is not reopened within 48 hours. * The ultimatum was issued via social media, citing risks to global oil and LNG shipments. * The Strait of Hormuz is a major global energy route, with about 20% of world oil passing through it. * US has deployed additional military assets to the Middle East amid escalating tensions. * Several countries, including Japan, the UK, France, and the UAE, condemned the disruption and expressed support for maritime security efforts.
8. https://www.azernews.az/oil_and_gas/256096.html - * Global oil prices could surge in 2026 due to supply risks in the Persian Gulf, according to AzerNEWS citing Goldman Sachs. * The bank revised its forecasts upward for Brent crude to $85 and WTI to $79 per barrel for 2026. * Concerns over disruptions in the Strait of Hormuz, with estimates of shipments falling to 5% for up to six weeks. * Potential loss of 800 million barrels to the global market; prices may spike to $110–$135 per barrel in 2026. * Oil production in the Middle East could decline by up to 11 million barrels per day, with risks of a 17 million barrels per day deficit.
9. https://www.seanews.com.tr/article/trump-gives-iran-5-day-deadline-oil-plummets-btc-soars-mn34vx0a - * Trump announced the suspension of military operations against Iran's energy infrastructure for five days. * The move created cautious optimism and led to a sharp decline in oil prices, with Brent oil dropping to $97 and WTI to $86. * The security of tanker traffic through the Hormuz Strait remains a critical issue for global freight prices. * Cryptocurrency markets saw gains, with Bitcoin rising by 5% and Ethereum by 7%. * The financial sector was affected by geopolitical tensions and market reactions to the temporary suspension.
10. https://www.gccbusinessnews.com/mawani-enhances-connectivity/ - * The Saudi Ports Authority (Mawani) added five maritime shipping services during recent periods. * The initiative aims to strengthen resilience in logistics and supply chains amid tensions in the Strait of Hormuz. * Services include GULF SHUTTLE, REDEX, JADE, AE19, and SE4, operated by MSC, CMA CGM, Maersk, and Hapag-Lloyd. * These services expand maritime connectivity and increase capacity to around 63,594 TEUs. * The move supports trade flow, port capacity, and Saudi Arabia’s position as a global logistics hub.
11. https://www.bairdmaritime.com/shipping/tankers/japan-petroleum-association-explores-sourcing-oil-from-americas - * Japan Petroleum Association President Shunichi Kito identified North America, Ecuador, Colombia, and Mexico as potential oil sources. * The exploration occurs amidst tanker shortages caused by the US-Israeli war on Iran and the closure of the Strait of Hormuz. * Oil prices have increased to over $100 per barrel due to the Strait's closure. * The Trump administration has temporarily waived sanctions on Russian and Iranian oil stranded at sea to address the supply crisis.
12. https://timesofoman.com//article/169792-oman-pushes-for-safe-hormuz-passage-amid-escalating-iran-war-concerns - * Oman’s Foreign Minister, Sayyid Badr bin Hamad Al Busaidi, expressed concern over escalating conflict involving Iran. * The minister highlighted efforts to ensure safe navigation through the Strait of Hormuz. * The conflict is causing economic disruption and risking further escalation. * Oman is engaged in diplomatic and logistical efforts to secure the maritime corridor, vital for global energy supplies. * The statement underscores Oman’s role in promoting safe passage amid regional tensions.
13. https://www.kenyans.co.ke/news/121917-concern-kenya-saudi-arabia-cuts-oil-supply-asian-countries-second-month - * Saudi Arabia's Aramco reduces crude oil deliveries to Asian nations, affecting refineries in April 2026. * The cuts impact India, South Korea, Southeast Asia, and through them, Kenya's supply of refined petroleum products. * Saudi Arabia supplies primarily Arab Light crude through Yanbu port, redirecting exports due to the volatile Strait of Hormuz. * Kenya relies on imports from Middle Eastern countries, India, and Southeast Asia, with a potential supply crunch risks. * Local fuel prices in Kenya have risen due to hoarding, despite government assurances of adequate reserves.
14. https://www.europeanfinancialreview.com/oil-climbs-to-highest-level-since-2022-as-middle-east-tensions-disrupt-supply/ - * Oil prices rose to their highest close in nearly four years, with Brent crude above $112 per barrel. * Supply concerns increased following disruptions linked to the Iran conflict and Iraq's declaration of force majeure. * Geopolitical risks in the Middle East, particularly around the Strait of Hormuz, contributed to price rises. * Analysts suggest prices may stay elevated due to ongoing uncertainties and supply risks. * US monitoring the situation as military tensions remain high.
15. https://tribune.com.pk/story/2598834/global-energy-watchdog-says-over-40-mideast-energy-sites-heavily-damaged-by-conflict - * Over 40 energy assets across nine Middle Eastern countries damaged amid ongoing conflict, according to the International Energy Agency (IEA)." + " * Damage may extend global supply disruptions even after the conflict ends, with oil fields, refineries, and pipelines taking time to recover." + " * Disruption has nearly halted shipping through the Strait of Hormuz, a key energy artery, affecting approximately 20 million barrels daily." + " * IEA plans to release 400 million barrels from emergency reserves to alleviate supply shocks, with potential additional releases if needed." + " * The conflict has impacted global energy supplies, driving up oil prices and shipping costs, with Asia particularly affected.
16. https://www.channelstv.com/2026/03/23/oil-prices-plunge-over-10-on-trumps-iran-remarks/ - * Brent North Sea crude dropped over 14% to $96.00 per barrel.* * West Texas Intermediate declined over 14% to $84.37 per barrel.* * US and Iran held productive talks, leading to postponement of military strikes.* * regional conflict escalated, disrupting global shipping through the Strait of Hormuz.* * Oil prices increased above $126 per barrel amid ongoing tensions.*
17. https://www.iraqinews.com/arab-world-news/oman-works-on-hormuz-passage-plan-as-trump-signals-progress-on-ending-war/ - * Oman is developing secure crossing protocols via the Strait of Hormuz to safeguard global energy exports. * Oman’s foreign minister, Badr Albusaidi, states efforts are ongoing, with concerns over economic damage from disputes. * US President Donald Trump describes conversations aimed at resolving the crisis as “good and productive”. * The Strait of Hormuz is a critical energy route; interruptions are impacting oil shipments, notably from Iraq. * Iraq has suspended oil exports from its southern terminals due to marine activity disruptions, affecting its economy. * Oman’s diplomatic actions aim to prevent escalation and protect regional trade routes.
18. https://www.skynewsarabia.com/business/1860152-%D8%B3%D9%86%D8%BA%D8%A7%D9%81%D9%88%D8%B1%D8%A9-%D8%AA%D8%AD%D8%B0%D8%B1-%D8%A3%D8%B2%D9%85%D8%A9-%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF%D9%8A%D8%A9-%D8%A2%D8%B3%D9%8A%D8%A7-%D8%A8%D8%B3%D8%A8%D8%A8-%D8%AD%D8%B1%D8%A8-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86 - * Singapore warns of an Asian economic crisis due to the closure of the Strait of Hormuz, considering its vital role in global oil flows. * Major Asian economies such as China, India, Japan, and South Korea rely heavily on oil imports passing through the Strait of Hormuz. * Japan depends on approximately 90% of its oil needs via this route; India and China also rely significantly on energy imports from the region. * Market movements reflect concerns, with shipments of petrol from Europe and the US heading to Asia and prices rising due to supply disruptions. * Disruptions in Middle Eastern oil shipments have led to reduced Asian refinery production, prompting alternative imports from the US and Russia, and rerouting of fuel shipments.
19. https://www.europeanfinancialreview.com/oil-climbs-to-highest-level-since-2022-as-middle-east-tensions-disrupt-supply/ - • Oil prices rose to nearly four-year highs following disruptions linked to Iran conflict. • Brent crude settled above $112 per barrel, the strongest since mid-2022. • Iraq declared force majeure on some oilfields, increasing supply risks. • The Strait of Hormuz remains a strategic route with potential disruption impacts. • US monitoring geopolitical tensions as traders respond to supply uncertainty.
20. https://tass.com/world/2105661 - * The Strait of Hormuz is open to all ships except those of aggressor nations, according to Iranian Ambassador to Germany Majid Nili Ahmadabadi. * The Iranian Armed Forces warned on March 11 they would not allow US or allied oil cargoes to pass through the Strait. * Tehran pledged possible use of force to control shipping traffic if necessary. * The statements indicate heightened tensions and potential disruptions related to maritime routes through the Strait of Hormuz. * The comments occurred in March, amid ongoing geopolitical tensions in the region.
21. https://libnanews.com/crise-energetique-le-spectre-dun-choc-mondial/ - * The International Energy Agency (IEA) warns of a severe energy crisis potentially worse than the 1970s shocks, driven by a disappearance of around 11 million barrels of oil daily and 140 billion cubic meters of gas from the market. * The crisis’s effects could propagate beyond energy to transport, industry, agriculture, financial markets, and consumer confidence. * The vulnerability of critical maritime chokepoints, especially the Strait of Hormuz, amplifies risks of supply disruptions and price volatility. * The crisis coincides with fragile global economic conditions, including persistent inflation, high debt levels, and geopolitical tensions. * Measures such as releasing strategic reserves are temporary, and long-term disruptions threaten to deepen economic instability.
22. https://container-news.com/trump-issues-hormuz-ultimatum-as-deadline-nears-updated/ - * Donald Trump issued a 48-hour ultimatum to Iran to reopen the Strait of Hormuz, warning of military action. * The deadline is approaching, increasing pressure on global shipping and energy markets. * Iran signalled selective access to the waterway, with navigation remaining open for some vessels. * Shipping flows through the strait have nearly stopped, affecting around 20% of global oil trade. * Trump postponed planned military strikes for five days following discussions with Iran.
23. https://www.omanobserver.om/article/1186552/business/energy/oman-working-intensively-for-safe-passage-in-hormuz-sayyid-badr - * Oman is working on securing safe passage arrangements for the Strait of Hormuz. * The statement was made by Foreign Minister Badr al Busaidi in Muscat. * Iran has blockaded the Strait of Hormuz. * Oman mediated nuclear talks between the US and Iran. * The situation is causing economic problems and concerns over escalation.
24. https://www.business-standard.com/world-news/oil-falls-13-as-trump-postpones-military-strikes-on-iran-s-energy-infra-126032300789_1.html - * Oil prices fell by 7% after U.S. President Donald Trump announced the postponement of military strikes against Iran for five days. * Prices declined sharply on Monday, with Brent crude down 9.72% and WTI down 8.9%, driven by geopolitical tensions in West Asia. * The conflict has disrupted energy facilities and shipping through the Strait of Hormuz, affecting about 20% of global oil and liquefied natural gas flows. * Iraq declared force majeure on oilfields, with significant reductions in oil production; Iranian and Russian oil supplies are being temporarily waived or resumed, affecting global shortages. * The crisis is described as worse than two oil shocks in the 1970s by the International Energy Agency executive director.
25. https://www.lavishskinandbeauty.co.uk/23-691-strait-of-hormuz-threat/ - * Iran’s Islamic Revolutionary Guard Corps (IRGC) threatens to block passage of oil through the Strait of Hormuz, a critical global oil shipping lane, amid escalating US-Iran tensions. * The strait accounts for about one-fifth of the world's oil supply and its closure could cause significant disruption and increase oil prices to potentially reach $200 per barrel. * Iran’s statement warns ships associated with the US, Israel, or their allies could be targeted, escalating regional instability. * US President Donald Trump advises ships to proceed through the strait, though experts remain concerned about security and long-term shipping safety. * The International Energy Agency (IEA) released 400 million barrels from emergency reserves to stabilise the oil market, with countries like Japan, Germany, and Austria also releasing reserves. * Experts warn of a prolonged crisis if the Strait remains closed, risking a major shipping and energy crisis in Europe and globally.
26. https://www.euronews.com/my-europe/2026/03/23/eu-pushes-early-gas-refills-while-easing-storage-targets-on-iran-war - * European Energy Commissioner Dan Jørgensen campaigns for early gas reserves refill and flexible storage targets to avoid supply shortages. * EU countries are encouraged to reduce filling targets to 80% early in the season, with current storage at around 30%—below last year's level. * EU implements measures including tax relief, market interventions, and subsidies to mitigate energy bill increases amid geopolitical tensions involving Iran, Qatar, the USA, Israel, and Russia. * New policies aim to increase energy security, reduce dependency on fossil fuels, and address energy price volatility. * EU countries adopt individual strategies like price caps, tax reductions, and market interventions to manage energy affordability and supply risks.
27. https://www.h2-view.com/story/french-renewable-and-nuclear-hydrogen-subsidy-scheme-approved-by-eu/2138665.article/?utm_source=gw&utm_medium=rss_feed&utm_campaign=rss - * The European Commission approved a French subsidy scheme to support 1GW of renewable and nuclear-powered hydrogen production capacity. * The scheme offers 15-year per-kilogramme subsidies to green and low-carbon hydrogen providers supplying industrial use cases. * France will conduct three tender rounds with an initial €787 million to support 200MW of production. * The scheme supports hydrogen produced from renewable power and low-carbon electricity, including nuclear, aligned with EU RFNBO rules. * French President Macron criticised RFNBO rules for excluding nuclear and hindering market development.
28. https://www.meforum.org/mef-observer/what-does-iraqs-force-majeure-declaration-mean-for-energy-markets - * Iraq’s Oil Ministry declared force majeure on March 20, 2026, due to disruptions in the Strait of Hormuz. * The disruption has halted tanker traffic and operations at southern export terminals. * Iraq’s oil production has been reduced from approximately 3.3 million barrels per day to about 900,000 barrels per day. * The shutdown impacts major fields including Rumaila, West Qurna 2, and Halfaya. * Estimated 2.5–3 million barrels per day of exportable crude have disappeared from global markets, affecting global supply. * Oil prices have risen to multi-year highs as a result of the disruption. * The crisis exposes vulnerabilities in energy security and reliance on the Strait of Hormuz for significant supply flows. * Iraq’s disruption turns geopolitical risk into a physical supply shock, with immediate global market implications.
29. https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Slashes-Oil-Supply-to-Asia-as-War-Chokes-Export-Route.html - * Saudi Arabia reduces crude oil exports to Asia in April, following a decrease in March. * The Strait of Hormuz's closure limits export options, leading to adjustments in shipping routes. * Saudi Aramco plans to supply only Arab Light grade from Yanbu port, aiming for record high exports of 3.8 million bpd. * Overall supply cuts estimated at over 2.5 million bpd due to constrained export routes. * The lower supply may cause supply shortages for Asian refiners seeking alternative barrels.
30. https://www.cotidianul.ro/guvernul-declara-situatie-de-criza/ - * Guvernul României va adopta o ordonanță de urgență pentru declararea situației de criză pe piața țițeiului și a produselor petroliere. * Măsurile vor fi aplicate pentru o perioadă de 6 luni, cu posibilitatea prelungirii. * Adaosul comercial pentru benzină, motorină și materiile prime va fi limitat pe întregul lanț economic. * Exporturile și livrările intracomunitare de benzină și motorină vor necesita acordul prealabil scris al autorităților. * Se va reduce cantitatea de biocarburant din benzină pentru a scădea prețul final. * Rafinăriile din România funcționează cu restricții: Petrobrazi operează parţial, Petrotel este sistată, Petromidia are mentenanţă. * Prețurile motorinei au depășit 10 lei/litru, iar benzina se vinde la 9,20–9,30 lei/litru.
31. https://europeanbusinessmagazine.com/business/stocks-slide-worldwide-as-trump-iran-escalation-pushes-oil-toward-115/?utm_source=rss&utm_medium=rss&utm_campaign=stocks-slide-worldwide-as-trump-iran-escalation-pushes-oil-toward-115 - * Global stock markets fall sharply following escalation in Iran–US tensions, with oil prices surging towards $115. * The trigger was a US warning to Iran over the Strait of Hormuz, leading Iran to threaten energy infrastructure. * Oil supply disruptions caused by the Strait's effective closure impact global markets, especially in Asia and Europe. * The energy shock contributes to inflation, rising interest rates, and concerns over stagflation. * Investors rotate into cash and defensive assets amid increased geopolitical risks.
32. https://www.scmp.com/news/china/diplomacy/article/3347572/iran-war-delivers-new-inflation-stress-african-economies-emerging-older-shocks?utm_source=rss_feed - * The US-Israel conflict with Iran affects African economies through higher energy and fertiliser prices. * Disruptions to Middle East exports and increased global prices have caused sharp fuel price rises in Africa. * The Strait of Hormuz has been effectively shut, cutting crude oil shipments and nitrogen exports. * African Export-Import Bank (Afreximbank) plans financial aid for fuel-dependent countries. * Fertiliser supply disruptions threaten agricultural activities during the rainy season.
33. https://energy.economictimes.indiatimes.com/news/oil-and-gas/west-asia-crisis-iran-charges-2-million-transit-fee-in-strait-of-hormuz-signals-tougher-stance/129744144 - • Iran introduces $2 million transit fee for select vessels in the Strait of Hormuz. • The fee reflects Iran’s assertion of control over a critical oil route amid tensions. • The measure comes during heightened geopolitical tensions with the US and Israel. • US warnings and Iranian counter-warnings escalate regional conflict risks. • Maritime activity and tanker traffic in the region are disrupted due to security concerns.
34. https://www.euronews.com/2026/03/23/iran-threatens-to-destroy-regional-infrastructure-as-israel-warns-war-to-last-weeks - * Iran warns it will strike electrical plants and desalination facilities in the Middle East if US threats are carried out. * The threat jeopardises electricity and water supplies, especially in Gulf states. * Iran threatens to deploy mines across the Persian Gulf if attacked. * The escalation follows the Strait of Hormuz blockade affecting maritime shipping. * The situation involves ongoing tensions between Iran and the US in the region.
35. https://expresso.pt/medio-oriente/conflito/2026-03-23-irao-ameaca-fechar-totalmente-ormuz-se-centrais-eletricas-forem-atacadas-548a965b - * Iran admits it may 'completely' close the Strait of Hormuz if the US attacks its electrical facilities. * The warning follows a US ultimatum for the Strait’s full reopening, with threats to target Iranian energy infrastructure. * Iran responds that in such a scenario, critical infrastructure in the region could be targeted, including water supply facilities. * The Strait already faces traffic disruptions and restrictions linked to US and allied vessels. * Approximately one-fifth of global oil passes through Hormuz, affecting worldwide energy markets.
36. https://www.haberler.com/dunya/iran-adalarimiza-ve-kiyilarimiza-saldirirlarsa-19680848-haberi/ - * US President Donald Trump issued a warning that Iran's energy facilities could be targeted if the Strait of Hormuz is not fully reopened within 48 hours. * Iran responded by threatening to block all transit points in the Persian Gulf with sea mines if attacked, including the Strait of Hormuz. * Iran highlighted past issues with mine clearance and said international transit would require coordination with Iran. * The Strait of Hormuz is a strategic waterway vital to global oil and LNG trade, with over 20% of world's liquid oil passing through. * Iran has effectively closed the Strait since tensions escalated, with maritime traffic reduced by 40-70%, and increased insurance costs for ships.
37. https://www.india.com/news/world/us-iran-war-2026-trump-netanyahu-mojtaba-khamenei-strait-of-hormuz-crisis-us-warships-marines-fighter-jets-middle-east-conflict-oil-prices-surge-breaking-news-8352994/ - * US military forces, including warships, Marines, and fighter jets, are deployed to the Middle East as tensions with Iran increase. * The Strait of Hormuz, a key energy chokepoint, has been declared a war zone by Iran, with Iran ordering it mined. * The US has sent aircraft, helicopters, and warships, including the USS Boxer, to respond to Iran's actions. * President Trump has given Iran a 48-hour deadline to reopen the Strait of Hormuz or face military action. * Oil prices have surged, with US crude exceeding $71 per barrel and Brent crude surpassing $78, amid fears of disruption.
38. https://peakoil.com/production/oil-and-lng-market-seaborne-buffer-runs-low-and-iran-war-drags-on - * The Iran war, now in its third week, has effectively closed the Strait of Hormuz since early March 2026, causing significant oil supply disruptions. * Gulf producers have cut output by at least 10 million barrels per day, with global shortfalls estimated at 8-10 mb/d due to pre-positioned stocks, shadow fleets, and rerouting. * Floating storage of crude and condensate has sharply declined from about 78 million barrels to a rate of 1.8 mb/d, depleting the buffer. * Tankers outside the strait are filling up through bypass routes such as Saudi Arabia’s Petroline and UAE’s Habshan-Fujairah pipeline. * Shadow fleets of sanctioned vessels and pre-loaded tankers are mitigating the supply loss, keeping flows alive. * The seaborne LNG buffer is collapsing, with QatarEnergy declaring force majeure and LNG carriers rerouted or trapped, leading to higher prices and coal switching. * The global shortfall is capped at 8-10 mb/d, despite disruptions, due to alternative channels and strategic reserves.
39. https://www.indiatoday.in/india/story/india-has-53-lakh-mt-strategic-petroleum-reserve-importing-energy-from-41-countries-pm-amid-hormuz-crisis-2885828-2026-03-23?utm_source=rss - * India has a 53 lakh MT strategic petroleum reserve, targeting 65 lakh MT. * Prime Minister Narendra Modi highlighted efforts to diversify energy import sources from 27 to 41 countries. * India’s refining capacity has increased over the past decade. * The Strait of Hormuz remains a critical route, with Iran blocking it, affecting global oil supplies. * Oil prices have surged past USD 100 per barrel, with warnings of potential rise to USD 200.
40. https://europeanbusinessmagazine.com/business/stocks-slide-worldwide-as-trump-iran-escalation-pushes-oil-toward-115/?utm_source=rss&utm_medium=rss&utm_campaign=stocks-slide-worldwide-as-trump-iran-escalation-pushes-oil-toward-115 - * Global stock markets fall sharply; Asian markets experience the largest declines. * Oil prices surge above $113, with forecasts for $110 per barrel for March and April. * Tensions between Trump and Iran over Strait of Hormuz closure drive energy market disruption. * Market reaction driven by inflation shock, interest rate risk, and growth concerns, including a possible stagflation scenario. * Energy and defence stocks outperform; investors shift towards cash and defence assets due to geopolitical risk. * Future market movement depends on diplomatic developments regarding the Strait of Hormuz.
41. https://www.thailand-business-news.com/markets/commodities/296160-asia-markets-plunge-amid-escalating-middle-east-tensions - * Asian equities fell sharply on Monday amid fears of disruptions to global energy supplies due to Middle East tensions. * The Strait of Hormuz has been effectively blocked since late February following US–Israeli strikes on Iran. * Oil prices remain above $110 per barrel, heightening inflationary pressures across Asia. * Japan, South Korea, India, and China heavily rely on Middle Eastern crude imports transiting Hormuz. * South Asian countries, Pakistan and Bangladesh, face LNG shortages due to the conflict.
42. https://investinglive.com/news/uae-resumes-operations-at-its-largest-gas-processing-facility-after-shutdown-last-week-20260323/ - * The UAE restarted the Habshan Complex after last week's shutdown caused by Iran's attacks. * The Das Island LNG plant remains largely idle due to Strait of Hormuz disruptions. * Shipping disruptions prevent LNG exports; Das Island is operational in a limited capacity. * The Habshan Complex processes about 60% of UAE’s domestic gas production. * The country’s LNG export revenue is effectively zero due to Strait closures, impacting major Asian importers.
43. https://www.aljazeera.com/economy/2026/3/15/strategic-oil-release-may-calm-markets-but-cannot-fix-hormuz-disruption?traffic_source=rss - * The US and allies have launched attacks on Iran, affecting shipping through the Strait of Hormuz, which is now largely closed. * The International Energy Agency (IEA) released 400 million barrels of oil from emergency reserves, but prices remain high. * Oil prices surged to around $103.14 per barrel, with fears of supply disruption affecting global markets. * The disruption has led to a significant decline in tanker traffic through the Strait of Hormuz. * Experts indicate emergency reserves are insufficient to address the scale of the supply disruption or resolve geopolitical tensions.
44. https://peakoil.com/production/fire-hits-oil-production-at-major-libyan-field - * A leak-induced fire occurred at the Sharara crude pipeline operated by Libya's NOC. * The fire, caused by a leak at a valve, led to a halt in about half of the field’s 330,000 bpd capacity. * Production was expected to return to normal within 24 hours, with damage assessment and repairs planned. * Measures taken included redirecting flows through alternative pipelines to mitigate losses. * The fire was extinguished, and cooling was underway as of Thursday.
45. https://www.ndtv.com/world-news/iran-war-irgc-military-officer-mocks-donald-trump-over-48-hour-hormuz-strait-threat-youre-fired-11253190#publisher=newsstand - * Iran's Islamic Revolutionary Guard Corps (IRGC) mocked US President Donald Trump with his catchphrase, “You're fired,” amid tensions over the Strait of Hormuz. * Trump issued a 48-hour ultimatum threatening US strikes on Iranian infrastructure if the Strait was not reopened. * Iran threatened retaliatory strikes on US and Israeli energy, IT, and desalination facilities if attacked. * Disruptions in the Strait of Hormuz, which carries 20% of the world's oil, have raised Brent crude prices by 50–55%. * Iran's actions have led to limited vessel passage through the waterway and increased regional tensions.
46. https://www.aljazeera.com/economy/2026/3/15/strategic-oil-release-may-calm-markets-but-cannot-fix-hormuz-disruption?traffic_source=rss - * The International Energy Agency (IEA) released 400 million barrels of oil from emergency reserves following the closure of the Strait of Hormuz, yet prices remain high at $103.14 per barrel. * Disruption caused by war, with Iran's effective closure of the waterway, has sharply reduced oil shipments through the strait to less than 10% of pre-war levels. * The release of reserves is insufficient to address the scale of global energy demand, covering only about four days of world consumption. * Geopolitical tensions, including US military actions and Iran's warnings, threaten to deepen the crisis and potentially target oil infrastructure. * Major oil companies have shut production and declared force majeure; US Strategic Petroleum Reserve capacity limits its stabilising impact.
47. https://www.zawya.com/en/capital-markets/equities/global-shares-slide-yields-climb-as-gulf-war-intensifies-pj61htci - * Global shares fell and bond yields rose as U.S.-Iran tensions escalated, with threats to Gulf energy and water infrastructure. * US and Iran exchanged threats; the Strait of Hormuz remained closed, raising concerns over oil supply. * Oil prices spiked; Brent reached $113.20 per barrel, with futures indicating sustained high prices. * Markets shifted away from rate cuts, with expectations for global monetary tightening and higher yields. * The US dollar strengthened amid market volatility and geopolitical risks.
48. https://www.indiandefensenews.in/2026/03/iran-warns-of-full-strait-of-hormuz.html - * Iran issues warning of shutdown of Strait of Hormuz if US attacks its power plants, amid ongoing conflict in the Middle East. * The Strait of Hormuz, a critical global oil chokepoint, has seen reduced tanker traffic due to Iranian threats. * President Trump set a 48-hour deadline for Iran to reopen the strait and threatened to target power plants. * The conflict has resulted in over 2,000 deaths, disrupted oil supply, and affected regional stability. * Israel and Iran continue military actions, including missile strikes and targeted operations, amid regional tensions.
49. https://news.ssbcrack.com/saudi-aramco-reduces-crude-oil-deliveries-to-asia-amid-geopolitical-tensions/ - * Saudi Aramco announced a reduction in crude oil exports to Asian customers for April, attributing this to regional geopolitical tensions. * The company will supply only Arab Light crude from Yanbu, restricting other grades from Ras Tanura. * This decision follows earlier contingency plans and is influenced by disruptions in maritime transport through the Strait of Hormuz. * The supply restrictions are likely to impact regional refining output and product markets. * Market participants are monitoring potential impacts on crude prices and alternative supply sources. Trusted source: SSBCrack
50. https://www.news18.com/india/pm-modi-slams-disruptions-in-strait-of-hormuz-iran-war-middle-east-conflict-attacks-on-commercial-ships-9992300.html - * PM Modi termed attacks on vessels and disruptions in the Strait of Hormuz 'unacceptable' in the context of regional conflicts. * Highlighted the importance of the Strait of Hormuz for India’s crude oil, gas, and fertiliser supplies. * Emphasised efforts to ensure supply chain stability and minimise impact on energy and fuel security. * Discussed government monitoring of supply chains and diplomatic efforts to safeguard India’s shipping interests. * Addressed the geopolitical impact of West Asia conflict on India’s economy and energy security.
51. https://www.news18.com/india/oil-and-gas-supplies-hit-by-hormuz-closure-govt-watching-shipping-routes-pm-modi-9992287.html - * Prime Minister Narendra Modi addressed the Indian Parliament regarding the impact of the Hormuz Strait conflict on crude oil, gas, and fertiliser supplies. * The government is diversifying energy import sources, now importing from 41 countries. * Several Indian ships stranded in the Strait of Hormuz have arrived; India has 53 lakh metric tonnes of strategic fuel reserves. * PM Modi condemned attacks on tankers and disruptions in the Hormuz Strait, emphasising diplomatic efforts for safe passage. * Enhanced security measures have been implemented across coastal areas, border regions, cyber networks, and strategic installations.
52. https://timeskuwait.com/black-monday-looms-as-us-israel-war-on-iran-pushes-oil-prices-to-four-year-high/ - * The US-Israel war on Iran has caused a spike in fuel prices and increased global market uncertainty. * The Strait of Hormuz was effectively closed after Iran retaliated against attacks on energy installations in Saudi Arabia, Qatar, and Kuwait. * Oil prices reached their highest in nearly four years following disruptions, including Iraq's force majeure declaration. * European gas prices surged by up to 35%; some vessels navigated the strait safely. * Markets outside the US, such as Japan, France, and Germany, experienced significant declines amid geopolitical tensions.
53. https://www.zawya.com/en/economy/africa/middle-east-crisis-ghana-others-turn-to-dangote-refinery-for-fuel-supply-s1n129fz - * Several African countries, including Ghana, South Africa and Kenya, are turning to Nigeria's Dangote Refinery for fuel amid Middle East supply disruptions. * The $20 billion refinery in Lagos, operational since 2024, is becoming a key supplier for Africa due to geopolitical tensions affecting global energy flows. * The refinery's output is mostly consumed domestically, with limited exports, but demand from other African nations is rising. * Governments in Africa are implementing contingency measures, like fuel conservation and securing supplies. * Dangote foresees ongoing supply constraints, highlighting the shift towards regional refining solutions due to Africa's dependence on imported fuel.
54. https://www.zawya.com/en/projects/oil-and-gas/iraq-cuts-basra-oil-output-to-900-000-bpd-after-southern-export-halt-beebx7e7 - * Iraq has cut crude oil production in Basra to about 900,000 barrels per day (bpd). * The reduction follows the halt of exports from southern ports, reported last week. * Production at Basra Oil Company (BOC) has been decreased by nearly 73% from approximately 3.3 million bpd. * Oil output is now directed to domestic refineries to sustain local fuel supply. * The closure of the Strait of Hormuz has disrupted Iraqi exports to China and India, accounting for nearly 60% of Iraq’s crude exports.
55. https://www.zawya.com/en/projects/oil-and-gas/uaes-adnoc-gas-adjusts-lng-output-in-response-to-shipping-disruption-pl89rii2 - * ADNOC Gas made temporary adjustments to its LNG and export liquids production due to ongoing shipping disruptions in the Strait of Hormuz.
56. https://www.zawya.com/en/business/energy/adnoc-ceo-to-address-ceraweek-virtually-will-travel-to-washington-spokesperson-tells-reuters-n6v531qv - * ADNOC's Group CEO Sultan Al Jaber will participate virtually in CERAWeek, organised by S&P Global, due to Iran war disruptions. * Al Jaber will travel to Washington, D.C. for meetings focused on the Hormuz Strait, energy supply, and UAE-U.S. strategic partnership. * The event begins on Monday, with concerns over soaring oil prices from Iran's closure of the Strait of Hormuz and infrastructure attacks. * Other Gulf oil executives, including Saudi Aramco and Kuwait Petroleum, are not attending in person due to the war. * The gatherings occur amidst global efforts to manage inflation and avoid recession threats in energy markets.
57. https://www.thehindubusinessline.com/markets/forex/dollar-gains-as-investors-flee-risk-on-escalating-middle-east-war/article70775051.ece - * The dollar rose as escalating conflict between Iran and Israel increased investor risk aversion. * The US dollar index increased 0.22%, with the euro and yen weakening against the dollar. * Oil prices remain high above $110 per barrel, supporting the dollar. * Equity markets across Europe and Asia declined significantly amid geopolitical tensions. * US Treasury yields approached an eight-month high at 4.429%. * Central banks in Japan, UK, and Eurozone maintained or signalled potential rate changes amidst inflation concerns.
58. https://www.straitstimes.com/asia/se-asia/iea-says-oil-from-emergency-stocks-to-flow-immediately-in-asia - * The International Energy Agency (IEA) states oil from record stockpile release will flow immediately in Asia, starting March 16. * The release is in response to war-related disruptions in the Middle East blocking the Strait of Hormuz. * The supply for Asia begins immediately, while Europe and the Americas will see volumes from late March. * The global oil market faces the biggest supply disruption in history due to the conflict. * Crude futures have closed above US$100 a barrel amid geopolitical tensions.
59. https://www.straitstimes.com/asia/se-asia/iea-says-oil-from-emergency-stocks-to-flow-immediately-in-asia - * The International Energy Agency (IEA) announced a record 400-million-barrel reserve release, with supplies to start in Asia immediately. * The release aims to mitigate the impact of war-related disruptions in the Middle East blocking the Strait of Hormuz. * Supplies for Europe and the Americas will begin from the end of March, with no update on release pace. * The global oil market faces the biggest disruption in history due to conflict, with prices rising in Europe and futures above US$100. * The IEA emphasised the importance of reopening the Strait of Hormuz for stabilising flows.
60. https://www.oedigital.com/news/537150-top-aramco-executive-pulls-out-of-ceraweek-as-iran-war-escalates - * Saudi Aramco CEO Amin Nasser cancels appearance at CERAWeek in Houston due to Iran conflict. * Iran war has disrupted Gulf energy infrastructure, including Aramco's facilities. * The conflict, now in its fourth week, has impacted global oil markets and threatened Strait of Hormuz shipping. * Aramco is adjusting supply routes, including piping from east to west coast, amid attacks on energy installations. * Industry figures from Kuwait and the UAE are also attending or considering participation in the conference.
61. https://www.vietnamplus.vn/saudi-aramco-canh-bao-chau-a-doi-mat-voi-cu-soc-nang-luong-post1100503.vnp - * Saudi Aramco advises Asian clients to prepare for oil supplies in April 2026 via Yanbu and Ras Tanura ports due to uncertain Hormuz Strait access. * Oil supply has decreased; Saudi production fell by about 2 million barrels per day, and total Gulf region output dropped by at least 10 million barrels daily. * The international energy agency (IEA) released 400 million barrels from emergency reserves amid volatile supply. * Several Asian countries, including China, Japan, South Korea, and India, face disrupted oil imports and rising costs. * Oil prices are forecasted by Goldman Sachs to average USD 85 per barrel in 2026, up from previous estimates of USD 77.
62. https://oilprice.com/Latest-Energy-News/World-News/IEA-Signals-Readiness-for-Another-Emergency-Oil-Release.html - * The International Energy Agency (IEA) considers releasing additional crude oil from reserves if necessary. * The IEA announced a 400 million barrel release from OECD reserves earlier this month due to tanker traffic disruption in the Middle East. * The current crisis involves slowed tanker traffic through the Strait of Hormuz, a critical chokepoint for roughly 20% of global oil and LNG trade. * The crisis is described as worse than the 1970s oil embargo and the Ukraine war effects combined. * Oil production in the Middle East is being slashed as countries run out of storage, mainly affecting Iranian oil, amidst attacks on energy infrastructure.
63. https://www.unian.ua/economics/finance/kurs-dolara-roste-investori-tikayut-u-tihi-gavani-cherez-eskalaciyu-na-blizkomu-shodi-13324143.html - * The US dollar appreciated on 23 March due to increased conflict in the Middle East, leading to reduced risk appetite among investors. * The conflict involved threats by the US and responses from Iran, Israel, and Saudi Arabia, escalating tensions. * The International Energy Agency warned the crisis surpasses 1970s energy shocks, posing a global economic threat. * The dollar index increased by 0.29%, with the euro, yen, and pound weakening against the dollar. * Market expectations for Fed rate cuts have shifted towards tightening, amid inflation pressures caused by high energy prices.
64. https://egyptian-gazette.com/egypt/egypts-sumed-emerges-as-strategic-alternative-for-gulf-oil-exports/ - * The SUMED Pipeline in Egypt offers an alternative route for Gulf crude oil exports during disruptions to maritime navigation through the Strait of Hormuz. * The pipeline extends from Ain Sokhna to Sidi Kerir, with a capacity of approximately 2.5 million barrels per day. * It is used to transport crude from the Red Sea to the Mediterranean, serving European markets. * The pipeline provides logistical flexibility and can reduce pressure on maritime routes, especially in case of Strait of Hormuz disruptions. * Developed in the 1970s by the Arab Petroleum Pipelines Company, the pipeline was built to secure oil transport after the 1967 war closure of the Suez Canal.
65. https://www.newyorker.com/news/the-financial-page/how-trumps-iran-war-could-torch-the-global-economy - * The global oil market is influenced by Middle Eastern developments, with about 50% of oil reserves and 40% of natural gas reserves located there. * The closure of the Strait by Iran caused a disruption in the oil supply chain, affecting transportation and storage. * About 9 million barrels of oil per day have been shut-in, representing over 8% of prewar production. * Expansion of conflict has damaged energy infrastructure, including LNG facilities in Qatar. * Rising oil prices could lead to increased gasoline costs and affect other sectors such as air travel and plastics, indicating potential economic impacts. * Economists predict a complex and uncertain economic outlook amid these disruptions, with some estimating limited recession risk and others highlighting global vulnerabilities.
66. https://en.yna.co.kr/view/AEN20260323011651320 - * Foreign Minister Cho Hyun called Iran to ensure safe navigation through the Strait of Hormuz and to stabilise energy supplies. * The call occurred amid escalated Middle East conflicts following US-Israel strikes on Iran. * Cho expressed concern over security, civilian attacks, and safety of South Korean vessels. * Oil shipments through the Strait have nearly halted, disrupting global supply and raising oil prices. * South Korea relies heavily on Middle Eastern oil imports, sourcing 70% of its crude. * Iran and South Korea agreed to maintain ongoing communication on regional issues.
67. https://energynews.biz/europes-energy-price-crisis-exposes-gap-between-political-rhetoric-and-legislative-action/?utm_source=rss&utm_medium=rss&utm_campaign=europes-energy-price-crisis-exposes-gap-between-political-rhetoric-and-legislative-action - * Oil prices rose above $100 per barrel following disruptions linked to the Strait of Hormuz. * European Parliamentarian bloc, the European People’s Party, called for accelerated clean energy deployment. * EU’s legislative record has often slowed or diluted energy transition efforts. * Industry representatives, including Coca-Cola, IKEA, and Amazon, cited policy instability as a barrier to investment. * Legislative delays and softening measures impact renewable deployment and increase dependency on fossil fuel imports. * Engagements with incumbent energy companies influence EU legislative outcomes. * Slower renewable deployment prolongs reliance on imported hydrocarbons, heightening exposure to geopolitical shocks. * Promoting renewable capacity, grid expansion, and electrification can stabilise prices and reduce import dependency.
68. https://oilprice.com/Latest-Energy-News/World-News/IEA-Signals-Readiness-for-Another-Emergency-Oil-Release.html - * The International Energy Agency (IEA) could release additional crude volumes if necessary, said Fatih Birol in Australia. * The IEA announced a 400 million barrel crude release from OECD reserves earlier this month. * The release is in response to disruptions in tanker traffic through the Strait of Hormuz caused by military activity. * Birol described the current oil crisis as worse than the 1970s oil shocks and the Ukraine war effects. * The crisis is impacting regional oil production, particularly Iranian exports, due to attacks and storage issues.
69. https://www.oedigital.com/news/537151-china-s-sinopec-plans-to-skip-iranian-oil-tap-strategic-state-reserves - * Sinopec, China's largest refiner, does not plan to buy Iranian oil but seeks permission to tap state reserves. * U.S. waived sanctions for Iranian crude at sea for 30 days, aiming to increase global supply. * Sinopec sources about half of its crude from the Middle East, including Saudi oil. * The company is evaluating risks and "basically won't buy" Iranian oil, due to sanctions and payment issues. * Sinopec seeks government support to access China’s massive oil reserves, which was previously rejected. * The refinery plans to cut runs by 5% due to supply disruptions, potentially exceeding 10% in March.
70. https://peakoil.com/production/oil-and-lng-market-seaborne-buffer-runs-low-and-iran-war-drags-on - * The Iran war has disrupted oil supplies, with Gulf producers cutting output by at least 10 million barrels per day. * Floating storage of crude and condensate has declined sharply, with a drawdown rate of approximately 1.8 mb/d. * Tanker traffic through the Strait of Hormuz has collapsed; alternative routes via pipelines in the Red Sea and Arabian Sea are increasing. * The global shortfall is mitigated at 8-10 mb/d by pre-positioned floating stocks, shadow fleets, and bypass routes. * LNG transport is severely impacted, with floating LNG buffers depleting and LNG carriers trapped or redirected.
71. https://www.zawya.com/en/projects/oil-and-gas/iraq-cuts-basra-oil-output-to-900-000-bpd-after-southern-export-halt-beebx7e7 - * Iraq has lowered crude oil production in Basra to about 900,000 bpd following export halts at southern ports.
72. https://www.nytimes.com/interactive/2026/03/23/business/energy-environment/oil-importers-middle-east-iran-war.html - * Asian countries, including Japan, South Korea, and India, are heavily reliant on Persian Gulf energy, with some importing over 50% of their oil and gas in 2024. * Pacific nations such as Pakistan and India are experiencing significant energy shortages due to the war, impacting domestic consumption and flight operations. * European countries, including Greece and Italy, maintain partial dependency on Gulf energy, with dependency percentages ranging from 11% to 36%. * African nations such as Seychelles, Mauritania, and Nigeria are vulnerable, with some entirely dependent on Gulf imports, notably Seychelles at 98%. * The disruption affects global supply routes, especially through the Strait of Hormuz, impacting oil flow and contributing to rising energy prices worldwide.
73. https://tribune.com.pk/story/2598821/iran-says-coastal-attack-will-lead-to-full-gulf-closure-and-mine-laying - • Iran's Defence Council states that an attack on Iran's coasts will lead to Gulf routes being mined with sea mines. • The US considers occupying or blockading Iran's Kharg Island to pressure Iran to reopen the Strait of Hormuz. • Iran faces a deadline from President Trump to reopen the Strait or face a US assault. • Israel signs signals of planning a ground campaign into Lebanon to target Hezbollah amid regional tensions. • The conflict affects maritime routes in the Gulf, with potential closures and mines laying involved.
74. https://www.businesstoday.in/bt-tv/whats-hot/video/amid-hormuz-chaos-india-pulls-off-daring-tanker-rescue-with-key-iran-support-521821-2026-03-23?utm_source=rssfeed - * Amid rising tensions in the Strait of Hormuz, India successfully guided two LPG tankers, Shivalik and Nanda Devi, to safety. * The operation involved support from the Iranian Navy and coordination due to GPS disruptions and security concerns. * The rescue occurred despite high risks and delays while vessels awaited clearance. * India's diplomatic and naval efforts are linked to maintaining energy route security amid West Asia conflict.
75. https://www.businesstoday.in/bt-tv/whats-hot/video/hormuz-flashpoint-iran-warns-uae-of-crushing-retaliation-gulf-tensions-threaten-global-oil-routes-521832-2026-03-23?utm_source=rssfeed - * Tensions escalate in the Strait of Hormuz as Iran warns the UAE against using its territory for attacks. * The region is strategically vital for global oil transit. * Iran threatens retaliation against any attack sources. * Recent missile incidents in Dubai increase regional instability. * Growing risk of escalation threatens regional security and global energy supply routes.
76. https://www.khaama.com/russia-urges-u-s-and-israel-to-avoid-escalation-in-strait-of-hormuz/ - * Russia’s Foreign Ministry called on the US and Israel to refrain from escalating tensions in the Strait of Hormuz. * Moscow expressed hope Washington would act wisely and avoid threats to Iran’s Bushehr nuclear power plant. * Russia warned that US ground operations in Iran would be unrealistic and could worsen regional conflicts. * The statement highlighted that provocative actions in the Persian Gulf could threaten energy security and regional stability. * The Strait of Hormuz is a key global oil trade route, with one-fifth of world petroleum passing through it.
77. https://www.businesstoday.in/markets/market-commentary/story/dollar-index-approaches-100-mark-as-west-asia-war-stokes-inflation-fears-521802-2026-03-23?utm_source=rssfeed - * The dollar index trades at 99.72, approaching the 100 mark, amid rising geopolitical tensions in West Asia. * The index has increased nearly 2% in a month since the West Asia conflict began. * The US currency has gained strength as a safe haven, with increased interest rates due to oil price rises. * Strategists at JPMorgan Chase turned positive on the dollar, citing its defensive position across asset classes. * The conflict's prolongation may keep energy prices elevated and stoke US inflation concerns, leading to increased wagers on a Fed rate hike by October 2026.
78. https://www.mirror.co.uk/news/iran-war-live-donald-trump-36907778 - * Donald Trump set a 48-hour deadline for Iran to remove blockades on the Strait of Hormuz, threatening energy infrastructure. * Sir Keir Starmer is convening an emergency Cobra meeting to discuss the crisis. * The meeting will address effects on global energy markets, energy security, and supply chains. * The Strait of Hormuz is a critical trade route through which around 20% of the world’s oil passes. * The crisis is linked to tensions between the US, Iran, and Israel, with implications for global oil prices.
79. https://en.protothema.gr/2026/03/23/iran-struck-a-refinery-in-kuwait-again-launching-missiles-and-drones-at-gulf-countries-israel-bombards-tehran-update/ - * The Strait of Hormuz transport activity has decreased significantly, with some claiming Iran has full control over the waterway. * International assessments rank the risk of incidents in the Strait at the highest level (5/5), prompting advisories to postpone transit. * US, Iran, and regional actors are involved in military operations, attacks, and threats affecting shipping. * Oil prices surged above $100 per barrel, stabilising temporarily amid ongoing regional conflicts. * Multiple incidents include missile and drone attacks, ship explosions, and military strikes across the Middle East. * US and allies reinforce regional military presence; Iran shifts to an offensive military doctrine. * Maritime, oil, and regional security are severely threatened, with implications for global energy supply.
80. https://londonlovesbusiness.com/global-supply-chains-on-edge-as-strait-of-hormuz-tensions-mount/ - * Businesses are preparing for potential disruptions due to tensions in the Strait of Hormuz. * The corridor is vital for approximately 20% of the world's oil and gas supply. * Past disruptions like the Suez Canal blockage and Red Sea shipping issues highlight risks. * Companies are encouraged to test contingency plans through simulations. * Experts stress understanding potential scenarios to improve resilience amid ongoing geopolitical tensions.
81. https://londonlovesbusiness.com/us-marines-preparing-to-storm-iranian-islands-to-reopen-strait-of-hormuz/ - * US officials in Washington propose deploying Marines to seize small Iranian islands in the Strait of Hormuz. * The move aims to challenge Iran’s influence and restore energy supply routes. * The Strait of Hormuz is a vital global energy chokepoint, through which about one-fifth of the world's oil and LNG is transported. * Recent Iranian military activities have closed the waterway, causing spikes in global energy prices. * Multiple countries, including the UK, Germany, France, and Japan, support efforts to ensure maritime security in the region.
82. https://newscats.org/us-central-command-releases-unclassified-footage-of-strikes-on-irans-drone-capabilities - * The US Central Command (CENTCOM) has released declassified footage showing targeted strikes against Iran’s drone infrastructure. * The strikes aim to neutralise Iranian military assets used in regional conflicts, including the destruction of drone-related infrastructure. * The footage highlights ongoing tensions over the Strait of Hormuz, where Iran has restricted maritime passage. * The situation affects global oil supply, with about 20% passing through the strait, leading to rising oil prices. * Statements from Donald Trump and Iranian officials signal potential escalation, including threats to target energy infrastructure. * The footage serves strategic purposes, including demonstrating military capability and reinforcing deterrence. * The broader context involves regional geopolitical struggle, energy security, and military dominance. * The tensions impact global energy markets, supply chains, and regional stability.
83. http://www.ecns.cn/world/2026-03-23/detail-ihfaunkv7719217.shtml - * The International Energy Agency (IEA) is in talks with member countries about releasing additional stockpiled oil in response to a supply crisis caused by the Middle East conflict. * The IEA's executive director, Fatih Birol, indicated that a second oil release is under consideration if necessary. * The agency previously agreed in March to release 400 million barrels from strategic stockpiles. * Birol stated that releasing oil stocks would not fully resolve the supply shortfall but could ease market and economic tensions. * Birol plans to meet Australian Prime Minister Anthony Albanese to discuss measures for reducing oil demand, such as increased public transport use and working from home.
84. https://www.seoul.co.kr/news/newsView.php?id=20260324001003 - ['*중동 사태로 원유 수급 차질과 나프타 공급 부족이 우려되면서 한국 석유화학 업체들이 4월 가동 중단을 선언하는 상황이다.', '*LG화학과 여수·여천 NCC는 가동을 멈추거나 일부 설비를 중단했으며, 석유화학 재고는 2~3주 분량이다.', '*플라스틱, 자동차 부품 등 후방 산업의 공급망 위기가 예상되며, 유통업계 및 제조업체들이 가격 인상과 재고 확보에 나서고 있다.', '*정부는 비축유 방출 및 수입선 확보로 원유 공급 문제는 없다고 밝혔으며, LNG 공급에도 큰 문제가 없을 것으로 예상된다.', '*중동 지역에서는 에너지 위기가 역대급이라고 경고하며, 가스 공급이 벼랑 끝에 몰릴 우려를 제기하고 있다.']
85. https://www.sanjuandailystar.com/post/persistent-iran-war-energy-price-surge-set-to-sway-wavering-stocks - * A Middle East crisis involving Iran and Israel has caused market fluctuations and impacted energy prices. * Oil prices increased over 40%, affecting inflation and economic growth concerns. * U.S. stocks declined, with the S&P 500 reaching a six-month low; Nasdaq dropped nearly 10% from October peak. * Escalation includes attacks on energy facilities and military deployments in the Middle East. * Crude oil prices settled around $98 per barrel (U.S.) and $112 (Brent), with significant geopolitical tension affecting oil traffic. * The S&P 500 energy sector has shown gains since late February but comprises less than 4% of the index.
86. https://www.khaama.com/russia-urges-u-s-and-israel-to-avoid-escalation-in-strait-of-hormuz/ - * Russia’s Foreign Ministry urges the US and Israel to refrain from escalating the crisis in the Strait of Hormuz.* * Russia warns against U.S. ground operations in Iran, emphasising risks to regional stability.* * The Strait of Hormuz is a key global oil trade route, with tensions impacting energy security.* * Russia highlights the region's geopolitical rivalry involving the US, Israel, Iran, and Russia.* * The statement underscores international concerns over tensions affecting global energy markets.*
87. https://pajhwok.com/2026/03/23/iranian-fm-araghchi-says-strait-of-hormuz-remains-open/ - * Iranian Foreign Minister Seyed Abbas Araghchi states the Strait of Hormuz is not closed. * He attributes delays in transit to insurers’ concerns over a potential war initiated by others. * US President Donald Trump warned Iran to reopen the strait within 48 hours or face US attacks. * Iran’s military threatened to target US energy infrastructure if attacked. * The Strait of Hormuz is a key route for oil and gas shipments, with restrictions on US-linked vessels.
88. https://www.cnbc.com/2026/03/23/cnbc-daily-open-clock-ticks-on-trumps-hormuz-ultimatum-.html - * U.S. President Donald Trump issues a deadline to Iran to reopen the Strait of Hormuz, threatening to destroy Iran's power plants. * Iran warns it will target U.S. infrastructure and financial entities supporting the U.S. military. * Markets respond with declines in Asian stocks and falling futures in Europe and the U.S. * Oil prices fluctuate amid ongoing tensions, with the Strait of Hormuz as a key focus. * Emergency discussions in the UK follow a call between Prime Minister Starmer and Trump regarding the strait's reopening. * An incident at LaGuardia Airport involves a collision between an Air Canada plane and a fire rescue truck.
89. https://www.cnbc.com/2026/03/23/oil-prices-trump-iran-strait-of-hormuz-wti-crude-middle-east-lng-gas.html - * Oil prices rose amid escalating tensions between the US and Iran over the Strait of Hormuz, with Trump's ultimatum and Iran's threats to target energy infrastructure. * Brent crude rose 1% to $113.32, WTI increased around 2.8% to $101.01, during early European hours. * Goldman Sachs raised oil price forecasts, predicting Brent at an average of $110 in March and April; Iran’s closure of the strait has reduced flow to 5% of normal. * Iran's parliament threatened to destroy critical infrastructure if attacked; Iran has effectively closed the strait to most shipping since late February. * International energy officials warned the Middle East conflict could severely impact global oil supplies, with potential for prices to exceed historical records if supply disruptions persist.
90. https://www.qcintel.com/article/saudi-slashes-term-volumes-limits-to-arab-light-loading-ex-yanbu-61270.html - * Saudi Aramco slashed crude term allocations to Chinese customers in April. * The firm limited volumes for Arab Light grade loading from Yanbu, Red Sea. * The article discusses market developments affecting crude supply and loading volumes. * Published by Quantum Commodity Intelligence, targeting oil market professionals.
91. https://www.qcintel.com/article/goldman-lifts-oil-forecasts-again-as-hormuz-disruption-persists-61269.html - * Goldman Sachs has increased its oil price forecast. * The revision is due to a prolonged disruption to flows through the Strait of Hormuz. * The disruption and concerns continue to impact oil markets. * The article references market commentary and price assessments. * Published by Quantum Commodity Intelligence.
92. https://www.haver.com/articles/economic-letter-from-asia-a-crude-awakening - * The Iran conflict continues to constrain shipping through the Strait of Hormuz, keeping oil prices elevated. * Central banks in Asia cited the conflict as a factor influencing monetary policy decisions, with a bias towards tightening. * Thailand's political stability has improved following re-election, with economic reforms and debt levels as ongoing challenges. * Consumer sentiment in China and Japan has improved recently, supported by policy measures, but remains vulnerable to higher energy prices. * The ongoing conflict poses downside risks to growth and inflation across oil-importing Asian economies. * Over 20 countries have called for safe navigation through the Strait, though action remains uncertain.
93. https://blogdocemagia.blogspot.com/2026/03/of-course-trump-would-have-countdown.html - * The article discusses tensions involving Iran threatening to close the Strait of Hormuz and target infrastructure. * Brent crude oil has experienced fluctuating prices but is currently up 0.5%, with futures indicating high prices are likely to persist. * US allowances for Iranian and Russian oil sales have impacted immediate supply, while longer-term shortages may occur. * LNG market is affected, with no new supply from Qatar anticipated once current tankers deliver their cargoes. * The geopolitical situation risks impacting global energy supplies and prices.
94. https://blockonomi.com/irans-foreign-minister-says-insurance-markets-not-missiles-closed-the-strait-of-hormuz/ - * Iran’s Foreign Minister Abbas Araghchi claims insurance cancellations, not military action, are causing shipping disruptions in the Strait of Hormuz. * Marine war risk insurers have withdrawn coverage for vessels in the Persian Gulf, trapping approximately 15 million barrels of crude daily. * No ships can legally sail without active insurance policies, despite the Strait remaining physically open. * Insurers based decisions on conflict and missile activity, with ongoing hostilities maintaining cancellations. * US-led threats and hostilities have increased risk models, affecting international shipping and markets. * Investor sentiment has become more bearish, energy stocks hit highs, and broader markets display divergence amid conflict. * Iran warns against strikes on its power grid, with insurers continuing to refuse coverage based on risk models.
95. https://www.tradingkey.com/analysis/economic/central-banks/261708527-federalreserve-inflation-rates-oil-yields-market-expectations-monetarypolicy-dovish-hawkish-tradingkey - * Following a policy meeting, Fed officials issued signals to stabilise expectations, but market reactions diverged.* The Fed maintained interest rates and emphasised inflation remains above target.* Officials downplayed the energy shock impact, suggesting a data-dependent framework.* Fed Governor Christopher Waller indicated support for rate cuts if data supports it.* Michelle Bowman expects the possibility of three rate cuts this year.* Market focus shifted to whether rate cuts will occur, influenced by energy prices and inflation data.* Oil prices surged above $100, affecting inflation outlook and re-pricing rate expectations.* Market anxiety stems from the persistence of inflationary pressures and energy shocks, undermining the effectiveness of Fed guidance.* Citigroup expects room for rate cuts of 75 basis points this year, starting in June.* Market expectations remain challenged by high oil prices and inflation data impacts.
96. https://www.ad-hoc-news.de/boerse/news/ueberblick/dow-jones-nears-correction-as-trump-issues-48-hour-iran-deadline-oil/68965757 - * The Dow Jones Industrial Average declined 1% on Friday, closing at 45,577.47, with a potential correction if it breaches 45,169. * US-Iran tensions escalated after Trump's 48-hour deadline for Iran to reopen the Strait of Hormuz, leading to oil prices crossing $110. * Crude oil, at $113.34 (Brent) and $99.99 (WTI), surged amid supply fears caused by geopolitical risks. * Major indices broke below key moving averages, signalling technical sell signals, but oversold readings suggest possible Monday bounce. * Oil-driven inflation and supply chain disruption weighed on cyclicals, while energy stocks gained on crude surge.
97. https://www.qcintel.com/article/saudi-slashes-term-volumes-limits-to-arab-light-loading-ex-yanbu-61270.html - * Saudi Aramco cut crude allocations to Chinese term lifters in April. * The company also limited volumes for Arab Light grade loading from the Red Sea. * The article discusses crude supply adjustments by Saudi Aramco, mainly affecting China. * No mention of refinery outages, capacity expansion, or refining margins. * Focus is on crude allocations and loading limits, relevant to downstream policy and crude supply.
98. https://coincentral.com/oil-prices-hit-113-as-trump-issues-48-hour-iran-ultimatum-analysts-weigh-in/ - * Brent crude reached $113.52 a barrel and WTI reached $100.71 as Trump issued a 48-hour ultimatum to Iran to reopen the Strait of Hormuz. * Trump threatened to strike Iranian power plants if the strait is not reopened; Iran threatened retaliation. * The US and Iran conflict has damaged at least 40 energy assets across nine countries. * Oil markets are largely ignoring the US threat, with analysts sceptical Iran will comply within short timeframe. * The IEA compares current disruption to 1970s oil shocks and warns emergency stock releases won't resolve the crisis. * Goldman Sachs raised its 2026 oil forecast to an average of $85 for Brent and $79 for WTI. * Market expectations suggest a prolonged disruption of oil flows through Hormuz for six weeks. * Saudi Aramco CEO withdrew from upcoming conference amid ongoing tensions.
99. https://blockzeit.com/de/olpreis-zinssenkungen-fed-usa-insel-kharg-im-blick/ - * The oil price exceeds 100 dollars per barrel, affecting the US Federal Reserve's interest rate decisions. * US Federal Reserve Governor Christopher Waller indicated no rate cuts while oil prices remain high. * The US signals potential takeover of Iran's Kharg island to influence the Strait of Hormuz. * Israel proposes a pipeline bypassing the Strait of Hormuz to reduce reliance on Iran. * Elevated geopolitical risks in the Middle East influence global energy markets and oil prices.
100. https://www.qcintel.com/article/goldman-lifts-oil-forecasts-again-as-hormuz-disruption-persists-61269.html - * Goldman Sachs increases its oil price forecast. * The revision reflects ongoing concerns over disruption through the Strait of Hormuz. * The disruption persists, impacting market expectations. * The article discusses oil market outlook and supply risks. * Published by Quantum Commodity Intelligence.
101. https://www.channelstv.com/2026/03/23/naira-to-dollar-exchange-rate-today-march-23-2026/ - * The Naira opened at approximately ₦1,356.74 per Dollar on March 23, 2026, with fluctuations observed through March. * Rates ranged between ₦1,344 and ₦1,370, with intraday highs near ₦1,362. * External reserves around $50 billion supported the Naira, aided by steady oil production and favourable crude prices. * The Central Bank of Nigeria maintained high interest rates to combat inflation, which was 15.10% earlier this year. * The MPC signalled a cautious stance, and major banks met new capital requirements ahead of March 31 deadline.
102. https://indianexpress.com/article/world/iea-chief-iran-war-energy-crisis-strait-of-hormuz-trump-ultimatum-oil-prices-10595977/ - * The energy crunch caused by the war in West Asia is worse than the 1970s oil crisis and Ukraine war combined, according to IEA chief Fatih Birol. * Iran's blockade of the Strait of Hormuz has led to a loss of 11 million barrels of oil per day, impacting global fuel prices and supply. * The IEA and coalition of 32 countries released 400 million barrels of oil reserves to mitigate the crisis. * The US has lifted sanctions on Russian and Iranian oil, but experts argue this does not offset the disruption caused by the Hormuz closure. * Tensions escalate as Trump issues a deadline to Iran to unblock the strait, threatening military strikes, with Iran retaliating, intensifying conflict risks.
103. https://indianexpress.com/article/business/indian-lpg-tankers-jag-vasant-pine-gas-strait-of-hormuz-iran-safe-passage-10596390/ - * Two Indian LPG tankers, Jag Vasant and Pine Gas, are moving to cross the Strait of Hormuz through Iran’s territorial waters. * The tankers are near Iran’s Larak and Qeshm islands, broadcasting Indian ship identity to Iranian authorities. * India is engaged in diplomatic efforts with Iran for safe passage of vessels through the Strait. * Both vessels are owned by Mumbai-based companies and are carrying LPG worth over a day of India’s pre-war LPG consumption. * The Strait's closure affects India’s critical energy imports, including crude oil, LNG, and LPG, with 90% of LPG imports coming via this route.
104. https://www.skynewsarabia.com/business/1860109-%D8%B4%D8%AD%D9%86%D8%A7%D8%AA-%D8%A8%D9%86%D8%B2%D9%8A%D9%86-%D8%A3%D9%88%D8%B1%D9%88%D8%A8%D9%8A%D8%A9-%D8%AA%D8%AA%D8%AC%D9%87-%D9%84%D8%A2%D8%B3%D9%8A%D8%A7-%D8%AA%D8%B2%D8%A7%D9%8A%D8%AF-%D9%85%D8%AE%D8%A7%D9%88%D9%81-%D8%A7%D9%84%D8%A5%D9%85%D8%AF%D8%A7%D8%AF%D8%A7%D8%AA - * European gasoline shipments to Asia, totaling around 1.6 million barrels, occurred in the past week. * Companies like Vitol and Total Energies aim to benefit from higher Asian market margins. * ExxonMobil booked US-bound gasoline shipments to Australia, indicating rerouting of global fuel flows. * Typically, European gasoline exports target the US, Latin America, and West Africa; now focusing more on Asia. * Increased shipping costs are likely to pressure fuel prices, affecting consumers and businesses. * Market uncertainty over crude supply, due to Strait of Hormuz disruptions, has led refineries to cut production, supporting prices and margins.
105. https://www.haver.com/articles/economic-letter-from-asia-a-crude-awakening - * The Iran conflict continues to impact markets with elevated oil prices. * Central banks in Asia cite Middle East conflict as a key consideration in policy decisions. * Thailand's re-election eases political uncertainty, with focus shifting to economic reforms. * Asia's consumer sentiment has improved but remains exposed to risks from energy prices. * Iran conflict and Strait of Hormuz tensions keep crude supply tight, affecting inflation and growth.
106. https://www.qcintel.com/article/saudi-slashes-term-volumes-limits-to-arab-light-loading-ex-yanbu-61270.html - * Saudi Aramco has reduced crude allocations to Chinese term lifters in April. * The company has limited volumes of Arab Light grade loading from Yanbu on the Red Sea. * The report concerns Saudi Arabia's upstream strategy and export capacity. * Published by Quantum Commodity Intelligence, a paid subscription service.
107. https://www.qcintel.com/article/saudi-slashes-term-volumes-limits-to-arab-light-loading-ex-yanbu-61270.html - ['* Saudi Aramco has slashed crude allocations to Chinese term lifters in April.', '* The company has limited volumes of its Arab Light grade loading from Yanbu in the Red Sea.', '* The article is from Quantum Commodity Intelligence, a subscription-based service for energy market professionals.']
108. https://www.seanews.com.tr/article/sharp-decline-in-global-lng-market-mn2u6rg6 - ['* In March, global LNG shipments declined 20% to 1.1 million tons, the lowest in six months.', '* The decline mainly originated from Qatar, with disruptions from Iran in the Strait of Hormuz affecting flows.', "* Ras Laffan, the world's largest LNG export facility in Qatar, was damaged by attacks, causing extended shutdown and repair delays.", '* The disruptions threaten approximately one-fifth of global LNG supply, impacting energy markets.', '* The crisis coincides with the regional conflict in Iran and increased risks in the Strait of Hormuz.']
109. https://www.orissapost.com/iea-warns-no-country-immune-to-energy-crisis-impact/ - * The International Energy Agency (IEA) chief Fatih Birol warned that global economies face serious risks from Middle East tensions. * The conflict has caused the largest supply disruption in the history of the global oil market, notably through the Strait of Hormuz. * Shipping through the Strait, which carries around 20% of global oil, has been reduced to a trickle, disrupting about 20 million barrels daily. * Iran stated the Strait remains open, despite wartime conditions. * The IEA recommended demand-side actions like work from home and switching to electric cooking to mitigate impacts.
110. https://www.sofx.com/video-shows-massive-explosions-rocking-dezful-air-base-in-iran/?utm_source=rss&utm_medium=rss&utm_campaign=video-shows-massive-explosions-rocking-dezful-air-base-in-iran - * Explosions occurred at Vahdati Air Base in Dezful, Iran, reportedly after a strike hit an ammunition depot. * Multiple explosions and secondary fires were captured on civilian footage. * The event coincides with Iran's reports of over 1,400 deaths since the conflict began. * Israel's military announced strikes on Iranian military targets, including missile production facilities. * Iran claimed Israel and the U.S. struck its Natanz uranium enrichment site, with Iran retaliating by firing ballistic missiles toward U.S.-UK bases. * Iran's armed forces launched the 70th wave of attacks involving missiles and drones in the region.
111. https://www.sofx.com/iran-threatens-regional-infrastructure-strikes-as-trump-orders-hormuz-reopened-within-48-hours/?utm_source=rss&utm_medium=rss&utm_campaign=iran-threatens-regional-infrastructure-strikes-as-trump-orders-hormuz-reopened-within-48-hours - * President Donald Trump gave Iran 48 hours to fully reopen the Strait of Hormuz, warning of potential attacks on Iranian power plants. * The 48-hour window set to expire on Monday, March 23, amid market reactions with crude oil prices surging. * Iran shut down most commercial tanker traffic through the strait; U.S. CENTCOM struck Iranian missile sites nearby. * Iranian officials warned of targeting energy, technology, and desalination infrastructure if retaliated against. * Several countries condemned Iran’s closure of the strait and called for the restoration of navigation freedom.
112. https://pajhwok.com/2026/03/23/iranian-fm-araghchi-says-strait-of-hormuz-remains-open/ - * Iranian Foreign Minister Seyed Abbas Araghchi announces the Strait of Hormuz is open, citing insurer concerns over war-related risks. * US President Donald Trump warned Iran to reopen the strait within 48 hours or face US attacks on energy infrastructure. * Iran’s military threatened to target US energy facilities if attacked. * The Strait of Hormuz is a key route for oil and gas shipments and is subject to geopolitical tensions. * Iran claims the strait is open to all countries except US-linked vessels.
113. https://ianslive.in/over-40-oil-gas-infra-assets-damaged-in-west-asia-war-top-iea-official--20260323133004 - * Over 40 energy assets across nine West Asian countries damaged due to Iran war.
114. https://www.cnbc.com/2026/03/23/cnbc-daily-open-clock-ticks-on-trumps-hormuz-ultimatum-.html - * U.S. President Donald Trump issues a deadline to Iran to reopen the Strait of Hormuz within 48 hours. * Iran warns it will target U.S. infrastructure and financial entities supporting the U.S. military. * Oil prices fluctuate amid the increased geopolitical tension. * Asian markets decline, and European and U.S. futures also fall. * UK officials discuss economic fallout of Iran conflict, following a call between Trump and UK Prime Minister Starmer. * An incident at LaGuardia involving an Air Canada plane and airport fire truck reported, details pending.
115. https://www.cnbc.com/2026/03/23/oil-prices-trump-iran-strait-of-hormuz-wti-crude-middle-east-lng-gas.html - * Oil prices rose following US threats against Iran if the Strait of Hormuz was not reopened, with a deadline set for Monday.* Iran responded with warnings of attacks on critical infrastructure if threatened.* Brent crude reached around $113.32, and WTI was approximately $101.01 during early European hours.* Goldman Sachs raised its oil forecast, predicting higher prices in March and April based on potential prolonged flow restrictions.* Iran has effectively closed the strait since late February, causing supply concerns.* International agencies, including the IEA, consider the situation severe and have taken measures such as releasing strategic stockpiles.* The ongoing Middle East conflict risks deepening supply shocks, affecting global oil markets.
116. https://www.ad-hoc-news.de/boerse/news/ueberblick/the-goldman-sachs-group-stock-faces-headwinds-amid-iran-tensions-and/68965881 - * Geopolitical tensions from Iran's Strait of Hormuz escalate, prompting Goldman's increase in 2026 Brent oil forecast. * President Trump's ultimatum to Iran sparks a global selloff, influencing energy markets and equity indices. * Algorithmic traders offload approximately $80 billion in equities, accelerating a downturn in global markets. * Goldman Sachs anticipates a 10% stock adjustment with limited risk of a major bear market. * Elevated energy prices and market volatility impact European and Asian markets, with specific effects on DACH investors. * Risks include potential deeper bear phases, regulatory responses, and FX volatility, prompting cautious positioning.
117. https://thefinanceworld.com/adnoc-gas-adjusts-lng-output-in-response-to-shipping-disruption/ - * ADNOC Gas implemented temporary adjustments to LNG and liquids exports due to ongoing shipping disruptions. * Disruption follows threats and tensions linked to Iran and regional conflicts. * Operations continue at Das Island, but logistics remain vulnerable; the Habshan complex was shut after debris incidents. * Heightened regional tensions and threats to energy infrastructure increase supply risks. * Market focus remains on potential further disruptions to energy flows in the region.
118. https://thefinanceworld.com/adnoc-gas-adjusts-lng-output-in-response-to-shipping-disruption/ - * ADNOC Gas implemented temporary adjustments to LNG production and export-traded liquids due to shipping disruptions in the Strait of Hormuz. * Disruptions follow regional tensions, threats to close the strait, and incidents impacting facilities. * Facilities remain operational, with the Das Island LNG plant continuing operations amid logistical vulnerabilities. * The Habshan gas complex was shut on 19 March after debris incidents linked to missile activity. * Escalating regional tensions and attacks on energy infrastructure raise supply risks for regional energy routes.
119. https://www.thenewslens.com/article/265919 - * Since March, nearly 100 ships have crossed the Hormuz Strait amid Iranian attacks. * Analyses indicate one-third of these ships are associated with Iran and have taken longer or altered routes. * Ships are avoiding international water routes, often veering closer to Iranian coastlines. * Iran is alleged to threaten and control the strait through attacks, threats, and watermine risks. * The situation involves multiple threats including missile, drone, and attack boat use, with ships often turning off their AIS systems to evade detection.
120. https://www.t-online.de/nachrichten/ausland/krisen/id_101181586/strasse-von-hormus-das-ist-die-schwachstelle-im-nahost-krieg.html - * Die Straße von Hormus wird als Schwachstelle im Nahost-Krieg bezeichnet. * Donald Trump fordert, dass Iran die Blockade der Meerenge aufhebt; Drohung mit Zerstörung eines Kraftwerks. * Iran droht mit Angriffen auf Energieanlagen, was den Krieg verschärft. * Die Blockade beeinflusst die weltweiten Ölpreise und Versorgung, insbesondere in Südostasien. * Die Auswirkungen zeigen sich in höheren Benzinpreisen, Energieeinsparungen und eingeschränktem Benzin-Nachschub in mehreren asiatischen Ländern. * Die Golf-Staaten leiden unter Beschädigungen und dem Rückgang des Tourismus sowie von Importeinschränkungen aufgrund der Blockade.
121. https://www.derstandard.at/story/3000000313614/if-you-want-to-know-what-happens-in-an-oil-crisis-look-at-asia?ref=rss - * Countries in Asia, including China, South Korea, and Thailand, restrict refined oil exports due to ongoing Middle Eastern conflict. * Jet fuel prices surge to record levels, surpassing $200 a barrel, as supplies tighten. * Major supply disruptions in Asia lead to flight cancellations, rationing, and emergency measures. * Shipping through the Strait of Hormuz halted, impacting approximately 20% of global oil flow to Asia. * Countries like Vietnam and Australia face significant fuel security concerns amid global supply chain disruptions.
122. https://thearabianpost.com/global-alarm-rises-over-hormuz-tensions/ - * Over 20 countries, including the UAE, UK, France, and Japan, issued a coordinated warning about risks in the Strait of Hormuz. * The joint statement highlighted the strategic importance of the waterway through which roughly a fifth of global oil supplies pass. * Governments expressed concern over vessel seizures, drone activity, military posturing, and potential disruptions to energy flows. * The warning aims to deter escalation, emphasising respect for international maritime law and safeguarding shipping routes. * Security incidents and geopolitical tensions are impacting oil markets, shipping insurers, and global supply chains. * Regional stability and global energy resilience are a focus, with efforts to enhance naval cooperation and diplomatic engagement. * Prolonged uncertainty could affect energy investments and accelerate diversification of supply routes.
123. https://www.mufgresearch.com/macro/middle-east-daily-23-march-2026/ - * Oil prices rose near their highest levels since mid-2022, with Brent approaching USD113/b and WTI near USD99/b, amid escalating US-Iran tensions over the Strait of Hormuz. * President Trump issued a 48-hour ultimatum to Iran to reopen the waterway, with Iran warning of retaliatory strikes, causing disruptions to shipping and constraining global supply. * Market volatility increased, and geopolitical risks are expected to keep oil prices elevated. * Gold dropped by up to 3.8%, with decreasing expectations for interest rate cuts amid inflation concerns and macro shocks. * The Middle East energy crisis worsened as LNG supplies halt and oil reroutes through Saudi Arabia's contingency strategies, stressing global energy markets and inflation. * Lebanon’s public wage system remains under strain due to ongoing crises, requiring structural reforms and fiscal strategies for stability.
124. https://bitcoinworld.co.in/usd-chf-gains-fed-hawkish-tone/ - • The USD/CHF currency pair approaches 0.7990 in early 2025 trading, reflecting a significant recovery. • Federal Reserve officials maintain a hawkish policy stance, supporting dollar strength. • The movement indicates broader dollar appreciation due to interest rate differentials and policy divergence. • Swiss National Bank seeks to prevent franc overappreciation through interventions. • Market participants monitor technical resistance levels and fundamental policy signals for trading decisions.
125. https://bitcoinworld.co.in/us-dollar-index-fed-hawkish-dxy/ - * The US Dollar Index (DXY) approaches the 100.00 level due to a shift in Federal Reserve policy rhetoric towards a more aggressive stance. * The Fed signals a 'higher-for-longer' interest rate outlook, with inflation concerns prompting the hawkish pivot. * Market expectations for interest rates have increased, bolstering dollar demand and capital flows into USD assets. * The dollar’s strength impacts global currencies, notably the euro and yen, and influences international trade and emerging markets. * The rally is driven by macroeconomic signals including persistent inflation, labour market strength, and resilient economic data.
126. https://bitcoinworld.co.in/asia-fx-dollar-iran-escalation-focus/ - * Major Asian currencies declined against the dollar amid geopolitical tensions involving Iran on March 20, 2025. * The US dollar index remained near a one-month high despite mixed US economic data. * Escalation in Middle East tensions, including a military strike on Iran, caused oil prices to surge and increased risk aversion. * Asian currencies such as the Japanese yen, Chinese yuan, and South Korean won depreciated, influenced by risk aversion, rising US yields, and oil price shocks. * Central banks in Asia face policy dilemmas balancing currency support and economic growth amid sustained dollar strength.
127. https://www.orissapost.com/iea-warns-no-country-immune-to-energy-crisis-impact/ - * The International Energy Agency (IEA) chief Fatih Birol warned of a major global energy threat due to Middle East tensions. * The conflict has caused the largest supply disruption in the history of the global oil market, with reduced shipping through the Strait of Hormuz. * The Strait of Hormuz normally carries around 20% of global oil consumption, approximately 20 million barrels per day. * Iran stated navigation continues in the waterway, asserting it is not blocked. * The IEA suggested demand-side actions like remote work and modern cooking solutions to mitigate economic impacts.
128. https://www.sofx.com/iran-threatens-regional-infrastructure-strikes-as-trump-orders-hormuz-reopened-within-48-hours/?utm_source=rss&utm_medium=rss&utm_campaign=iran-threatens-regional-infrastructure-strikes-as-trump-orders-hormuz-reopened-within-48-hours - • US President Donald Trump demands Iran reopen the Strait of Hormuz within 48 hours, warning of strikes on Iranian power plants. • The deadline is set to expire on 23 March 2026, amid heightened tensions over regional energy infrastructure. • Iran has shut down most tanker traffic through the vital waterway, which carries about 20% of global crude oil supply. • US forces struck Iranian missile sites near the strait; Iran warned of targeting US and regional energy infrastructure if attacked. • Multiple countries condemned Iran’s closure of the strait and called for freedom of navigation.
129. https://www.trend.az/world/israel/4167817.html - * Israeli army launched large-scale attacks on infrastructure facilities in Tehran, according to the Israeli army press service. * The attacks occurred in the context of escalating tensions following US and Israel airstrikes against Iran starting February 28. * Iran responded with missile and drone attacks on Israel and US military facilities across the region. * Significant regional instability includes casualties, threats to energy infrastructure, and rising oil prices. * The conflict is affecting multiple countries in the Middle East and threatens maritime transport and regional energy supplies.
130. https://www.trend.az/iran/4167816.html - • Iran's Foreign Minister denies Iran is responsible for shipping delays in the Strait of Hormuz. • Tensions escalated with US and Israel military strikes on Iran from February 28. • Iran responded with missile and drone attacks on Israel and US military facilities. • High-ranking Iranian officials, including the Supreme Leader, were killed during the conflict. • Oil prices surged amid security concerns affecting regional energy infrastructure and maritime transport.
131. https://www.trend.az/business/energy/4167846.html - * BMI, a unit of Fitch Solutions, raises its 2026 European gas price forecast from EUR32/MWh to EUR36–40/MWh following supply disruptions. * Extensive damage to Qatar’s Ras Laffan LNG complex, caused by Iranian missile strikes, is expected to sideline 12.8 mtpa of LNG and take 3–5 years to repair. * European and Asian markets are highly exposed to supply disruptions, with European gas prices exceeding EUR70/MWh and Asian JKM testing USD20/MMBtu, increases of over 200% and 170%, respectively. * US Henry Hub prices are maintained at USD3.9/MMBtu, reflecting US natural gas self-sufficiency. * Short-term constraints include logistical bottlenecks, refinery disruptions, and strategic stock drawdowns, with Asian buyers offering higher LNG prices than European markets.
132. https://zn.ua/war/horit-eksportnyj-khab-v-leninhradskoj-oblasti-posle-ataki-bpla-horit-nefteport.html - * On 23 March, a series of explosions occurred at the oil terminal in Primorsk, Leningrad region, Russia. * The attack involved drones and led to the suspension of operations at the port. * Russian authorities reported destroying over 50 drones during the incident. * A fuel tank was damaged, resulting in a fire at the port. * The port is part of the Baltic pipeline system and a key outlet for Russian oil exports. * The incident affects Russia’s oil supply to international markets.
133. https://www.fxstreet.com/news/oil-escalation-risks-keep-supply-anxiety-elevated-rabobank-202603230647 - * Rabobank’s Senior Market Strategist Benjamin Picton highlights risks from Iran war and Strait of Hormuz threats to oil markets.
134. https://www.mediafax.ro/stirile-zilei/pretul-petrolului-fluctueaza-puternic-pe-fondul-amenintarilor-dintre-trump-si-iran-23707956 - * Petrolul Brent a crescut cu 65 de cenți, ajungând la 112.84 USD pe baril, iar WTI a crescut la 98.75 USD pe baril, cu o creştere de 84 de cenți, conform Reuters. * Donald Trump a amenințat că va distruge centralele electrice ale Iranului dacă strâmtoarea Hormuz nu va fi redeschisă în 48 de ore. * Mohammad Baqer Qalibaf a avertizat că Iranul va ataca infrastructura energetică a statelor din regiune dacă iranienii sunt atacați. * Blocarea Strâmtorii Ormuz, care tranzitează 20% din comerțul internațional de petrol, a provocat o criză energetică majoră. * Analiștii estimează o scădere a producției de petrol din Orientul Mijlociu cu 7-10 milioane de barili pe zi. * Agenția Internațională de Energie avertizează că această criză depășește cele două șocuri petroliere din anii 1970.
135. https://www.newstalk989.com/2026/03/23/trumps-48-hour-deadline-middle-east-on-edge-as-strait-of-hormuz-standoff-peaks/ - * President Donald Trump issued a 48-hour deadline for Iran to reopen the Strait of Hormuz or face US strikes on energy infrastructure. * Iran threatened to target critical infrastructure across the Middle East if attacked. * The region is under strain due to the standoff and recent Iranian missile attack on Israel. * The US increased security measures, including personnel movements to the region and airport staffing inside the United States. * The Strait of Hormuz is a vital oil transit route, with possible wider economic and security implications.
136. https://www.elsalvadortimes.com/articulo/internacional/trump-reafirma-ultimatum-advierte-iran-que-destruccion-sera-total-reabre-estrecho-ormuz/20260322233752102972.html - * El presidente de Estados Unidos, Donald Trump, reiteró su ultimátum para que Irán reabra el estrecho de Ormuz y advirtió que si no se cumple, ordenará ataques contra infraestructuras iraníes. * Trump afirmó que la destrucción de Irán será total y criticó la falta de participación de la OTAN en la zona. * Desde el 28 de febrero de 2026, la tensión en el estrecho ha provocado una reducción significativa del tránsito marítimo y aumento de los precios del petróleo. * Irán respondió que cerrará completamente el estrecho si Estados Unidos ejecuta su amenaza hasta que sus instalaciones sean reparadas. * Más de veinte países, en su mayoría europeos, Emiratos Árabes Unidos y Bahréin, emitieron un comunicado para proteger el tránsito y condenar ataques iraníes. * Estados Unidos informa que se han destruido instalaciones estratégicas en Irán, reduciendo amenazas en Ormuz. * Expertos advierten que si Irán impone peajes a embarcaciones extranjeras, podría alterar el comercio energético e incrementar la incertidumbre en los mercados.
137. https://www.jns.org/news/israel-news/iran-rejects-trump-ultimatum-threatens-to-target-israels-power-grid - * Iran’s Revolutionary Guard Corps warns it will target Israel’s and other countries' power plants if attacked. * US President Donald Trump issues an ultimatum to Tehran to open the Strait of Hormuz or face destruction of energy infrastructure. * Power outages reported in Tehran after air strikes in the Iranian capital. * Israel Defence Forces launch airstrikes against Iranian regime infrastructure in Tehran. * The situation involves military escalations, security risks, and threats to energy infrastructure in the Middle East.
138. https://www.trend.az/iran/4167816.html - *Iranian Foreign Minister Abbas Araghchi states that shipping hesitation in the Strait of Hormuz is due to military actions by other sides, not Iran.* *US and Israel began military airstrikes against Iran on February 28, following stalled nuclear negotiations.* *Iran responded with missile and drone attacks, resulting in the death of Iranian leaders, including Ayatollah Khamenei.* *The conflict has escalated, affecting regional energy infrastructure and maritime transport, with oil prices rising.*
139. https://www.thenewslens.com/article/265919 - * Since early March, nearly 100 ships have transit through the Strait of Hormuz, despite attacks from Iranian forces. * The daily flow reduced by approximately 95% since the outbreak of conflict between the US, Israel, and Iran. * One-third of ships are associated with Iran, including flagged vessels and sanctions-affected ships. * Some ships have taken longer routes or sailed closer to Iran to avoid threats, possibly indicating water mines or other risks. * Multiple threats, including missile, drone, fast attack craft, and possible water mine attacks, pose significant hazards to shipping in the area.
140. https://www.trend.az/business/energy/4167839.html - * BMI, a unit of Fitch Solutions, forecasts Brent crude prices could surge to $150 or higher if the US–Iran conflict persists. * Brent prices have already risen over 50% since the outbreak of the war, trading above $109/bbl. * The report highlights escalating attacks on regional energy infrastructure, constraining supply. * BMI predicts a sustained price range of $110–130/bbl in the near term, with potential for higher prices if conflict extends. * Disruptions through the Strait of Hormuz and attacks on infrastructure could exacerbate market pressures, with disruptions estimated between 7.5 and 15 million barrels per day during conflict.
141. https://www.cotidianul.ro/razboiul-din-orientul-mijlociu-declanseaza-cea-mai-grava-criza-din-ultimele-decenii/ - * Criza din Orientul Mijlociu cauzează pierderi de 11 milioane de barili pe zi, cea mai gravă din ultimele decenii, comparabilă cu cele două mari crize petroliere din anii 1970. * Invazia Rusiei în Ucraina contribuie la criza, generând două crize petroliere şi o prăbuşire a pieţei gazelor. * Cel puţin 40 de infrastructuri energetice sunt grav avariate în nouă ţări din Orientul Mijlociu din cauza conflictului. * Strâmtoarea Ormuz, prin care tranzitează 20% din producţia mondială de hidrocarburi, este blocată de facto din cauza războiului. * Donald Trump a ameninţat cu lovituri asupra Iranului dacă trecerea din Strâmtoarea Ormuz nu se redeschide până luni seara. * Iranul răspunde atacurilor cu rachete şi drone împotriva infrastructurilor energetice şi navelor în Golf. * Statele Unite au autorizat vânzarea temporară a petrolului iranian pentru a stopa creşterea preţurilor petrolului.
142. https://www.ekamiasacademy.com/daily-current-affairs-23-march-2026/ - * Disruption in LNG cargoes through Strait of Hormuz threatens India’s natural gas and urea imports. * Over 50% of India's natural gas imports are from West Asia, with 60% passing through the conflict zone. * India’s domestic urea production cannot meet demand; reliance on imports remains high. * Geopolitical tensions and energy market volatility pose risks to nutrient and fertilizer security. * Efforts to diversify supply sources and promote alternative fertilisers are underway.
143. https://jornaleconomico.sapo.pt/noticias/petroleo-sobe-3-com-ameacas-de-destruicao-de-estruturas-energeticas-no-medio-oriente/ - * O preço do petróleo sobe após ameaças de ataques a infraestruturas energéticas no Médio Oriente. * Brent sobe 2,61% para 109,19 dólares, e crude valoriza 3% para 101,18 dólares. * Conflito no Médio Oriente entre forças norte-americanas, israelitas e iranianas impulsiona a valorização do crude e Brent. * Fontes do setor petrolífero da Arábia Saudita alertam que preços podem atingir 180 dólares, caso o conflito se prolongue. * Cenários económicos preveem pico do petróleo entre 90 a 145 dólares por barril, com impacto na inflação e crescimento económico.
144. https://jornaleconomico.sapo.pt/noticias/irao-forcas-norte-americanas-anunciam-destruicao-de-fabrica-de-drones-iraniana/ - * The US Central Command (CENTCOM) announced it attacked an Iranian factory in Qom producing engines for attack drones and aircraft used by Iran's Revolutionary Guard. * The attack was confirmed via social media, with images showing the factory before and after the strike. * The conflict between the US, Israel, and Iran escalated after recent attacks and missile exchanges, including Iran targeting Israeli cities. * Iran threatened to close the Strait of Hormuz in response to US demands, with the US threatening to obliterate Iranian energy facilities. * The situation involves military, security, and energy sectors in the Middle East region.
145. https://www.fxstreet.com/news/oil-escalation-risks-keep-supply-anxiety-elevated-rabobank-202603230647 - * Rabobank’s Senior Market Strategist Benjamin Picton highlights Iran war and Strait of Hormuz threats as significant risks to oil markets. * Iranian retaliation and US-Hormuz tensions could control oil flows, affecting global supply. * Destruction of energy infrastructure could lead to indefinite throttling of supplies. * Iran's recent conciliatory moves temporarily relieve pressure, but long-term risks remain. * Risks related to geopolitical tensions at Hormuz sustain energy supply concerns.
146. https://jornaleconomico.sapo.pt/noticias/irao-teerao-reitera-que-ataca-infraestruturas-energeticas-no-golfo-se-eua-atingirem-as-suas-centrais/ - * Iran's Revolutionary Guard announces that it will retaliate by targeting energy and economic infrastructures in the region if attacked by Israel or the US. * US President Donald Trump threatens to obliterate Iran’s energy facilities if the Strait of Hormuz is not fully reopened within 48 hours. * US forces claim to have weakened Iran's ability to threaten navigation in the Strait of Hormuz after recent attacks. * Iran's military spokesperson warns that any attack on Iran’s energy infrastructure will result in retaliation against US and regional facilities. * The Strait of Hormuz, crucial for 20% of global oil exports, has seen a 95% reduction in shipping due to Iran’s restrictions, raising oil prices.
147. https://jornaleconomico.sapo.pt/noticias/irao-arabia-saudita-e-vizinhos-do-golfo-alvos-de-novos-ataques-iranianos/ - * Iran has attacked Gulf countries, including Saudi Arabia, UAE, and Bahrain, with missiles and drones. * Saudi Arabia's Ministry of Defence reported two missile strikes on Riyadh, with one intercepted. * UAE reports retaliatory actions against threats from Iran, with interceptions of missiles and drones. * Bahrain issued alerts urging citizens and residents to stay safe amid tensions. * The conflict stems from Iran's response to American-Israeli attacks, impacting regional security.
148. https://www.mediafax.ro/stirile-zilei/pretul-petrolului-fluctueaza-puternic-pe-fondul-amenintarilor-dintre-trump-si-iran-23707956 - * Petrol prices for Brent and WTI increase amid geopolitical tension between US and Iran. * Donald Trump threatened to destroy Iranian power plants unless the Strait of Hormuz is reopened within 48 hours. * Iranian parliamentary leader warned Iran would retaliate if attacked. * The crisis, starting February, has led to a blockade of the Strait of Hormuz, a critical route for 20% of global oil trade. * Experts estimate potential oil production decreases of 7 to 10 million barrels per day; the International Energy Agency warns the crisis is very severe.
149. https://www.newstalk989.com/2026/03/23/trumps-48-hour-deadline-middle-east-on-edge-as-strait-of-hormuz-standoff-peaks/ - * President Donald Trump issued a 48-hour deadline for Iran to reopen the Strait of Hormuz or face US strikes on energy infrastructure. * Iran responded with threats to target critical infrastructure across the Middle East. * The Strait of Hormuz is a crucial oil transit route, and disruptions could impact global oil markets. * The region is under strain, with reports of Iranian missile attacks on Israel and fears of broader conflict. * The US announced increased military presence and security measures in response to escalating tensions.
150. https://www.24newshd.tv/23-Mar-2026/crude-oil-prices-following-trump-s-ultimatum-iran - * US President Donald Trump issued a 48-hour ultimatum to Iran to open the Strait of Hormuz, warning of energy infrastructure destruction. * Oil prices increased, with WTI up 0.44% to $98.66 per barrel and Brent crude slightly down. * Iran responded with missile and drone attacks on energy targets and ships in the Gulf. * Gulf countries, including Saudi Arabia, UAE, and Bahrain, reported missile attacks and sirens. * The energy crisis intensifies amid geopolitical tensions in the Middle East.
151. https://www.elsalvadortimes.com/articulo/internacional/trump-reafirma-ultimatum-advierte-iran-que-destruccion-sera-total-reabre-estrecho-ormuz/20260322233752102972.html - * Donald Trump, presidente de Estados Unidos, exige la reapertura del estrecho de Ormuz y advirtió que, de no cumplirse, ordenará ataques contra infraestructuras iraníes y, en caso de persistir, la destrucción total de Irán. * La escalada de tensión en Medio Oriente desde el 28 de febrero de 2026 ha reducido el tráfico marítimo en el estrecho a un 5%, elevando los precios del petróleo por encima de 100 dólares por barril. * Irán contestó que cerrará completamente el estrecho si Estados Unidos ejecuta su amenaza, y solo reabrirá cuando sean reparadas sus infraestructuras. * Irán también advirtió que responderá con ataques a empresas estadounidenses en la región y mantiene el paso abierto solo a buques no considerados hostiles. * Más de veinte países, principalmente europeos, Emiratos Árabes Unidos y Bahréin, publicaron un comunicado comprometido con la protección del tránsito y condenaron los ataques iraníes. * El Jefe del Comando Central de EE. UU., Brad Cooper, informó que se han destruido instalaciones estratégicas iraníes, reduciendo su amenaza en la zona. * Expertos alertan sobre posibles peajes impuestos por Irán, afectando el comercio energético y generando incertidumbre en el suministro global de energía.
152. https://www.t-online.de/nachrichten/ausland/krisen/id_101181586/strasse-von-hormus-das-ist-die-schwachstelle-im-nahost-krieg.html - • Die Straße von Hormus gilt als Schwachstelle im Nahost-Konflikt, wobei Trump ein Ultimatum gegen den Iran stellt. • Der Iran droht mit Angriffen auf Energieanlagen, was den Konflikt verschärft. • Die Blockade beeinflusst den globalen Öltransport, was zu Energieknappheit und hohen Kraftstoffpreisen in Europa, Amerika und Südostasien führt. • Regionen wie Philippinen, Laos, Vietnam und Thailand sind von den Energiemangel-Auswirkungen betroffen. • Die Golf-Staaten erleiden durch Drohnenangriffe und den Wegfall von Touristen und importierten Lebensmitteln erhebliche wirtschaftliche Verluste.
153. https://swzmaritime.nl/news/2026/03/23/imo-calls-for-safe-passage-framework-in-strait-of-hormuz/ - * The IMO Council condemned threats and attacks against vessels and the potential closure of the Strait of Hormuz. * It called for a coordinated approach to ensure freedom of navigation and the safety of seafarers. * The Council urged for a safe maritime framework to evacuate ships and protect lives in the Gulf region. * The initiative aims to avoid military attacks and maintain safe commercial shipping. * The IMO Secretary-General is tasked with initiating immediate actions to establish this framework in collaboration with relevant parties.
154. https://meconstructionnews.com/66604/kpc-reports-damage-from-drone-attack-at-mina-al-ahmadi-refinery - * Kuwait Petroleum Corporation (KPC) reported a drone attack on the Mina Al Ahmadi Refinery, Kuwait's largest refinery. * The attack caused a fire in several units, with no injuries reported. * Emergency responses included deployment of fire-fighting teams and shutdown of refinery units. * The attack is linked to Iran's campaign against GCC countries following an Israeli strike on an Iranian gasfield. * The refinery processes about 730,000 barrels of oil per day.
155. https://www.jns.org/news/israel-news/iran-rejects-trump-ultimatum-threatens-to-target-israels-power-grid - * Iran’s Revolutionary Guard Corps (IRGC) warns it will attack Israel’s and other regional power plants if electricity infrastructure is struck. * US President Donald Trump issues an ultimatum for Iran to open the Strait of Hormuz within 48 hours or face destruction of infrastructure. * Iranian power outages reported after air raids in Tehran; Israel Defence Forces launch airstrikes against Iranian infrastructure in Tehran. * The events are related to escalating tensions between Iran, the US, and Israel, concerning regional security and energy infrastructure.
156. https://www.durangoherald.com/articles/iran-threatens-to-attack-mideast-electrical-plants-powering-us-bases/ - * Iran's Defence Council threatened to deploy naval mines across the Persian Gulf in response to potential US land invasion. * Iran warned it will strike electrical and desalination plants across the Middle East if attacked, including UAE’s nuclear power plant. * Israel and the US have launched attacks and strike campaigns on Iran and its infrastructure. * Oil prices have increased over 50% since conflict escalation, affecting global energy markets. * Iran has threatened to close the Strait of Hormuz and target US and regional infrastructure if attacked. * Military and political tensions continue with missile exchanges, attacks on infrastructure, and threats of regional closure.
157. https://www.thenewslens.com/article/265919 - * Since March, nearly 100 ships have passed through the Strait of Hormuz despite attacks by Iranian forces. * The flow of shipping has decreased by approximately 95% since late February, disrupting global oil supplies. * Some ships are associated with Iran, including flagged vessels and those involved in Tehran's oil trade sanctions. * Ships are adopting longer or alternative routes, possibly due to threats from Iran, including water mines and attack risks. * Multiple threats to shipping include missile and drone attacks, water mines, and attacks near Iranian coastlines, with ships often turning off tracking systems to avoid detection.
158. https://www.maritimegateway.com/us-lpg-carrier-and-russian-crude-tanker-arrive-at-new-mangalore-port/ - - A US-flagged LPG carrier, Pyxis Pioneer, docked at New Mangalore Port, India, with 16,714 tonnes of LPG, departing from Nederland, US, on February 14. - Russian crude oil tanker Aqua Titan arrived at New Mangalore, carrying approximately 7.7 lakh barrels, originally destined for China but rerouted to India. - Both arrivals highlight India’s efforts to diversify energy sources due to disruptions in Gulf supply chains, notably from the Strait of Hormuz. - The Russian crude is being discharged via offshore pipeline to Mangalore Refinery and Petrochemicals Ltd (MRPL). - These shipments underline the strategic importance of New Mangalore Port as an energy import gateway and the growing role of non-traditional suppliers like the US and Russia.
159. https://www.maritimegateway.com/iran-weighs-imposing-transit-fees-on-hormuz-shipping-as-parliament-reviews-toll-bill/ - * Iran is contemplating a proposal to impose transit fees on vessels passing through the Strait of Hormuz. * The proposal is under review by Iran's parliament and would require countries to pay tolls for shipping oil, LNG, food, and commodities. * Iran signals willingness to cooperate with international maritime bodies but maintains restrictions on 'enemy' nations. * The move could impact India, a major user of the strait, by increasing costs and raising legal questions under UNCLOS. * Global markets and maritime sectors are monitoring Iran's legislative developments closely.
160. https://www.actionforex.com/contributors/fundamental-analysis/634255-narrative-changes-hands/ - * US President Donald Trump issued an ultimatum to Iran over the Strait of Hormuz, escalating tensions.* * Oil prices rose with US crude above $100 and Brent reaching $114pb, amid risks to regional energy infrastructure.* * Markets show slower reactions, and geopolitical risks have led to divergence between WTI and Brent crude, widening the spread.* * Global stock indices decline, bond yields rise, and safe-haven gold prices drop, reflecting increased inflation risks and energy shocks.* * European bond yields hit multi-year highs, signalling potential shifts in monetary policy amid inflation concerns.*
161. https://www.actionforex.com/contributors/fundamental-analysis/634253-trump-sets-48-hour-deadline-for-iran-to-reopen-hormuz/ - * Trump threatened to 'obliterate' Iran’s power plants within 48 hours if the Strait of Hormuz remains closed. * Iran has vowed counterattacks on US infrastructure across the Middle East. * Ongoing airstrikes in Tehran and concerns over Tehran’s missile capabilities. * Oil prices remain above USD110/bbl amid geopolitical tensions. * Central banks in the euro area, Japan, and the US monitor inflation and energy price impacts. * Asian markets open lower due to risks from US-Iran escalation and energy supply threats.
162. https://www.qubesmagazine.com.ng/2026/03/israel-iran-war-energy-crisis-oil-prices-2026.html - * The energy crisis has deepened due to Israeli airstrikes on Tehran this Monday. * Over 40 energy assets in the region have been destroyed, causing a loss of 11 million barrels of oil per day. * The crisis has resulted in Brent crude temporarily exceeding $100 per barrel. * The conflict has escalated into threats against civilian infrastructure, with the US and Iran involved. * Iran has vowed to destroy vital water and energy facilities in response to attacks. * Israel has expanded its ground operations into Lebanon against Hezbollah. * Global markets and supply chains are affected, with economic fallout predicted by energy officials.
163. https://thearabianpost.com/global-alarm-rises-over-hormuz-tensions/ - * Over 20 countries, including the UAE, UK, France, and Japan, issue a coordinated warning about increased risks around the Strait of Hormuz. * The joint statement highlights the strategic importance of the waterway, through which approximately 20% of global oil transit occurs. * Governments express concern over security incidents involving vessels, drones, and military posturing, which could impact energy markets. * Analysts note the shift in major economies' approach to maritime security linked to global supply chains. * Gulf states emphasise the need for stability to ensure global energy resilience. * Maritime incidents and military deployments have prompted governments to reassess contingency plans. * Initiatives for naval coordination and diplomatic efforts aim to reduce tensions and secure shipping routes. * Industry warns prolonged uncertainty could affect investment and planning in the energy sector.
164. https://jornaleconomico.sapo.pt/noticias/irao-teerao-reitera-que-ataca-infraestruturas-energeticas-no-golfo-se-eua-atingirem-as-suas-centrais/ - * Iran's Islamic Revolutionary Guard Corps declared that it will retaliate by targeting energy and economic infrastructure in the region if its energy facilities are attacked by Israel or the United States. * The statement was broadcast live on Iranian TV, emphasising retaliatory strikes against energy facilities and infrastructures in the region. * US President Donald Trump threatened to obliterate Iran's energy centres if the Strait of Ormuz was not fully opened within 48 hours. * US military officials indicated that missile and arsenal storage facilities were attacked last week, reducing Iran's ability to threaten navigation. * Iran's military spokesperson threatened that, if attacked, all US and regional inflected energy, IT, and desalination infrastructures would be targeted.
165. https://newtalk.tw/news/view/2026-03-23/1025697 - * The article reports that the United States is evaluating the possibility of launching a ground attack on Kharg Island, which is vital for Iran's oil exports. * The assessment occurs amid rising tensions and potential regional energy warfare in the Middle East. * The US considers capturing Kharg Island could significantly impact Iran's economy and global energy markets. * There are fears of military escalation involving drone attacks, missile strikes, and the potential for wider conflict in the region. * US political figures, including President Trump and Senator Lindsey Graham, express differing views on the likelihood and costs of military action.
166. https://jornaleconomico.sapo.pt/noticias/irao-arabia-saudita-e-vizinhos-do-golfo-alvos-de-novos-ataques-iranianos/ - * The Ministry of Defence in the United Arab Emirates reported intercepting missiles and drones from Iran. * The region of Riyadh, Saudi Arabia, was targeted by two ballistic missiles, one intercepted and one fell in an uninhabited area. * The Gulf countries are reacting to Iran's attacks on military and civilian infrastructure. * Iran's attacks are in response to US and Israeli strikes, following a strategy of tit-for-tat. * The conflict in the Middle East has escalated, involving Gulf nations and Iran.
167. https://www.theamericanconservative.com/will-iran-blink-on-the-strait-of-hormuz/ - * Iran has previously threatened to close the Strait of Hormuz and applied tactics of harassment and intimidation, particularly during 2019 and the Iran–Iraq Tanker War. * Iran's strategy aims at creating fear and market disruption without full closure, leveraging asymmetric tactics like mines and attacks on shipping. * The US has historically responded with direct military confrontation, neutralising Iranian tactics, as seen in 1988 after the Gulf War incident. * Despite threats, Iran has not fully closed the Strait, only causing fear; safe passage has been offered under certain conditions. * A complete closure would impact China’s energy imports and Iran’s economy, but Iran lacks the military capability for a permanent closure. * The US Navy demonstrates overwhelming conventional military superiority and would likely respond decisively to any full closure attempt.
168. https://www.mufgresearch.com/macro/middle-east-daily-23-march-2026/ - * Oil prices hovered near their highest levels since mid-2022, with Brent approaching USD113/b and WTI near USD99/b, due to escalating US-Iran tensions around the Strait of Hormuz. * President Trump issued a 48-hour ultimatum to Iran to reopen the waterway, prompting threats of broader regional retaliation. * The conflict caused over 50% increase in Brent since late February, disrupting shipping and constraining global supply. * Gold prices fell sharply, dropping up to 3.8% amid rising interest rates and geopolitical tensions, with market volatility increasing. * The Middle East energy crisis intensified with LNG supplies expected to halt due to Strait of Hormuz closure and damage to Qatar’s Ras Laffan facility, leading to soaring gas prices and shortages. * Saudi Arabia activated contingency plans by increasing oil exports via the East-West pipeline, partially offsetting disruptions. * Lebanon’s public wages are under strain due to ongoing crises, with a projected gradual recovery but limited fiscal space for significant pay increases.
169. https://www.tagesschau.de/ausland/asien/iran-usa-krieg-energie-iea-100.html - * The International Energy Agency (IEA) considers releasing additional oil reserves due to rising energy prices caused by the Iran conflict. * IEA chief Fatih Birol warns of a severe energy crisis, comparable to the two oil crises in the 1970s, but worse. * The crisis has resulted in a loss of 11 million barrels of oil per day, more than two major oil shocks combined. * The ongoing conflict and blockade of the Hormuz Strait threaten global economic stability. * The IEA has already released 426 million barrels from emergency reserves as a response to price increases.
170. https://udf.name/news/world/288649-neft-dorozhaet-na-fone-ultimatuma-ssha-iranu.html - * The US threatened to attack Iranian electricity plants if Iran does not unblock the Strait of Hormuz within 48 hours, escalating tensions. * Iran responded with a threat to strike US infrastructure in the Gulf countries. * The escalation has caused oil prices to increase, with Brent rising by approximately 8.8% last week. * The International Energy Agency stated full recovery of oil supplies from the Persian Gulf could take up to six months. * The rise in oil prices has affected multiple countries, including the European Union.
171. https://www.t-online.de/nachrichten/ausland/krisen/id_101181586/strasse-von-hormus-das-ist-die-schwachstelle-im-nahost-krieg.html - * The Strait of Hormuz is identified as the vulnerability in the Middle East conflict. * US President Donald Trump issues an ultimatum demanding Iran lifts the blockade. * Iran warns of attacks on energy infrastructure if confrontations escalate. * Disruptions affect oil supply, causing fuel shortages across Southeast Asia. * The Gulf States suffer economic impacts, including reduced tourism and import issues. * Recent attacks in Qatar and supply chain disruptions highlight regional instability.
172. https://meconstructionnews.com/66604/kpc-reports-damage-from-drone-attack-at-mina-al-ahmadi-refinery - * Kuwait Petroleum Corporation (KPC) reported a drone attack on Mina Al Ahmadi Refinery in Kuwait. * The attack caused a fire in several units within the refinery, with no injuries. * Emergency teams responded and shut down some refinery units as a precaution. * The attack is linked to a campaign by Iran against GCC countries, retaliating for an Israeli strike on Iran's South Pars gasfield.
173. https://tradebrains.in/5-sectors-and-stocks-hit-hard-by-25-industrial-oil-price-hike-to-look-out-for/ - * A 25 percent diesel price increase announced by Indian Oil Corporation on March 23, 2026, affects industries such as logistics, mining, cement, infrastructure, manufacturing, and metals. * The hike is driven by escalating Middle East tensions and the closure of the Strait of Hormuz, impacting global oil shipments. * Stocks like Delhivery, CONCOR, UltraTech Cement, Ambuja Cements, L&T, REC, Asian Paints, Bharat Forge, NMDC, and Vedanta decline due to rising operational costs. * The fuel price surge raises costs for bulk consumers, influencing freight rates, construction, and mining profitability. * The crisis exemplifies how geopolitical events can disrupt energy prices and supply chains in India.
174. https://www.derstandard.at/story/3000000313614/if-you-want-to-know-what-happens-in-an-oil-crisis-look-at-asia?ref=rss - * Countries in Asia, heavily relying on Middle Eastern oil, restrict exports and face shortages due to war-related disruptions. * Jet fuel prices surge to over $200 a barrel, more than doubling prewar prices. * Major regional suppliers, including China, South Korea and Thailand, impose export controls. * Countries like Vietnam and Australia experience shortages and implement emergency measures. * The crisis highlights vulnerabilities in global oil and fuel supply chains caused by geopolitical conflict.
175. https://english.dainikjagranmpcg.com/international/iran-oil-exports-surge-amid-war-gulf-production-plunges-70/article-15838 - * Iran's oil exports remain stable despite conflict, with a surge noted amid Western Asia tensions.* * Iran is exporting between 1.7 to 2 million barrels daily, primarily from Kharg Terminal.* * Gulf countries' oil production has fallen by up to 70%, affecting global supply.* * US grants a temporary sanctions exemption, releasing around 140 million barrels into the market.* * Brent crude prices rose to $112.19 per barrel, impacting global and Indian markets.
176. https://thearabianpost.com/global-alarm-rises-over-hormuz-tensions/ - * More than 20 countries, including UAE, UK, France, and Japan, issued a warning over risks in the Strait of Hormuz.* * The joint statement highlighted the strategic importance of the waterway, through which about a fifth of global oil is transported.* * Governments called for restraint and respect for maritime law amid incidents involving vessel seizures, drones, and military activity.* * Market and security concerns grow over potential disruptions impacting energy markets and supply chains.* * Countries emphasize the need for diplomatic efforts to prevent escalation and maintain energy exports.*
177. https://newtalk.tw/news/view/2026-03-23/1025697 - * US evaluates potential ground action on Kharg Island,Iran, a key oil export hub, due to escalating Middle East tensions. * Targeting of Kharg Island could impact Iran's economy and cause global energy market fluctuations. * US military deployment includes the 31st Marine Expeditionary Unit and the L'Impero Lurcio amphibious assault ship. * US President Trump warns Iran to open the Strait of Hormuz within 48 hours or face strikes on energy facilities. * Shifts in Iran's internal politics and strategic defensive measures heighten the risk of regional conflict and energy war.
178. https://newtalk.tw/news/view/2026-03-23/1025798 - * A self-serve gas station in Hakodate, Hokkaido, posted an apology notice blaming US policy and the Iran conflict for fuel shortages. * The notice, shared on X (formerly Twitter), caused widespread discussion and confirmed local gas stations are closing or facing supply issues. * Bloomberg reports Iran war has nearly halted oil transportation through the Strait of Hormuz, causing fuel prices in Japan to reach a record high. * Japan's reliance on Middle Eastern oil exceeds 95%, leading to supply disruptions and increased retail prices to 190.80 yen per litre. * The Japanese government has released strategic oil reserves, including civilian and national stockpiles, to mitigate the crisis.
179. https://www.mufgresearch.com/macro/middle-east-daily-23-march-2026/ - * Oil prices hovered near 2022 highs, with Brent approaching USD113/b and WTI near USD99/b, amid US-Iran tensions over Strait of Hormuz. * US issued a 48-hour ultimatum to Iran to reopen the waterway; Iran warned of retaliatory strikes. * Disruptions have constrained global supply, driving up prices and inflation concerns. * Gold prices dropped by up to 3.8%, influenced by rising rates, war pressures, and market volatility. * Geopolitical risks and supply disruptions are expected to keep oil prices and risks elevated. * Middle East energy markets face a deepening crisis with LNG halts and rerouted oil flows, affecting global markets. * Saudi Arabia activated contingency measures increasing oil exports via alternative pipelines. * Lebanon’s wage system remains disrupted, with a projected gradual recovery but limited fiscal space.
180. https://www.cityam.com/starmer-trump-oil-energy-crisis-gas-markets-ftse-100-iran/ - * Sir Keir Starmer will chair an emergency Cobra meeting involving key UK government officials due to heightened tensions in the Middle East and rising oil prices. * Brent crude oil prices surged to around $109–$112 amid conflicts over the Strait of Hormuz and US-Iran tensions. * The International Energy Agency states the current crisis combines multiple energy shocks, with no country immune. * Markets in Asia, the UK, and globally experienced sell-offs amid fears of an energy supply disruption. * The crisis risks affecting UK public finances, with potential shortfalls up to £20 billion and inflation impacts.
181. https://www.fibre2fashion.com/news/textile-news/indian-polyester-raw-materials-ease-on-softer-crude-oil-trends-309188-newsdetails.htm - ['*Market sources report declines in purified terephthalic acid (PTA) and stable monoethylene glycol (MEG) prices in India.', '*Polyester melt prices also fell, showing a partial correction after previous increase.', '*Earlier raw material cost surge was driven by firm crude oil trends, with Brent above $*** per barrel.', '*Recent crude oil movements indicate stabilisation, causing a pause in polyester value chain price increases.']
182. https://kalimpongonlinenews.blogspot.com/2026/03/west-asia-conflict-pm-modi-reviews-fuel.html - * Prime Minister Narendra Modi reviewed the crude, gas, petroleum, power, and fertiliser sectors amid the West Asia situation in New Delhi. * The government is focused on ensuring uninterrupted supply, stable logistics, and efficient distribution. * The meeting included senior ministers and officials, discussing measures to address disruptions caused by the West Asia conflict. * Modi highlighted the energy crisis triggered by the conflict and ongoing efforts to mitigate international supply chain disruptions. * Iran's control of the Strait of Hormuz, a vital shipping route, has contributed to significant energy supply disruptions affecting countries including India.
183. https://www.koreatimes.co.kr/business/companies/20260323/oceans-minister-nominee-highlights-contingency-plans-for-hormuz-disruption - * Hwang Jong-woo, nominee for Oceans Minister, discusses contingency plans for Hormuz Strait disruption and alternative shipping routes. * Emphasises mobilisation of civilian and nationally essential ships to ensure maritime security and resource flow. * Mentions support for fishermen affected by fuel price issues and development of regional maritime hubs, including Arctic shipping routes. * Highlights government measures to develop Busan as a maritime hub and regional policies in response to Hormuz-related disruptions. * Provides insights into national maritime strategy including emergency preparedness and regional development.
184. https://www.trend.az/business/energy/4167825.html - * An expert predicts that prolonged Iran escalation will not just reduce supply but will re-map oil geography, affecting shipping routes and costs. * Current oil flows through Hormuz have decreased significantly, forcing Gulf producers to cut output, leading to a shift from short-haul Gulf exports to longer, more fragile routes. * Shipping and insurance costs are rising substantially, with shipping rates and war-risk premiums increasing due to security concerns. * Market benchmarks are starting to price logistical and positional scarcity, not just crude quality, indicating an evolving physical market. * OPEC+ can only partially offset Iranian disruptions; Saudi Arabia’s capacity is limited by war-related constraints, and Russia’s ability to compensate is macro-balance only. * Market premiums remain structured around physical access uncertainties, with potential for prices to surge to $120-150 per barrel if disruptions persist.
185. https://www.trend.az/business/energy/4167842.html - * BMI, a unit of Fitch Solutions, revises its 2026 fuel price forecasts sharply upward due to supply pressures and disruptions. * Fuel prices including diesel, jet/kerosene, and gasoline are expected to remain high, driven by refinery outages, logistical bottlenecks, and export restrictions. * Diesel and jet fuel prices have risen significantly, with forecasts of $109/bbl and increased market pressures. * Gasoline prices are forecasted at $84/bbl in 2026, with expectations of easing later in the year. * Ongoing geopolitical conflicts and supply constraints are creating fragility in global fuel markets.
186. https://www.fxleaders.com/news/2026/03/23/crude-oils-48-hour-countdown-wti-flirts-with-100-as-trump-ultimatum-hits-the-wire/ - * On 23 March 2026, WTI Crude Oil prices hover near $100 amid escalating US-Iran tensions and potential military conflict. * President Trump issued a 48-hour ultimatum to Tehran to reopen the Strait of Hormuz, impacting global oil supply. * The International Energy Agency reports this supply disruption is the largest in modern oil market history, affecting 11 million barrels per day. * Oil prices could potentially rise to $130–$150 if conflict persists, or fall back if the Strait reopens. * Technical analysis shows WTI holding above $100 with resistance at $107.46 and support above $94.22.
187. https://www.ndtv.com/world-news/ndtv-reports-from-persian-gulf-as-strait-of-hormuz-closure-strands-1-000-ships-11253188 - * Iran has closed the Strait of Hormuz, a key maritime passage into the Gulf, disrupting global oil supply routes. * Over 300 vessels are stranded in the Persian Gulf, and more than 700 in the Gulf of Oman. * The conflict began with US-Israeli strikes on Iran and has since spread across the Middle East. * Iran has attacked ships and accused Gulf states of allowing US attacks, while Gulf states deny involvement. * Oil prices hover above $100 a barrel due to supply fears and regional conflict. * US President Donald Trump threatened to attack Iranian power plants if the Strait is not reopened within 48 hours. * Greenpeace reports dozens of tankers trapped, risking ecological damage.
188. https://www.zeit.de/politik/ausland/2026-03/iran-energiekrise-iea-oelpreis-krieg-weltwirtschaft - * The International Energy Agency (IEA) warns of a severe energy crisis amid the Iran war, citing a loss of oil production comparable to the two major oil shocks of the 1970s. * The Strait of Hormuz has been effectively blocked since February 28th, impacting global oil and gas transportation. * In response, the IEA released 426 million barrels of oil from reserves, the largest in its history, and considers further releases. * The crisis has caused oil prices to rise above $112 per barrel and led to declines in Asian stock markets. * Predictions indicate oil prices could reach $150 per barrel if the conflict persists for weeks.
189. https://www.atalayar.com/en/opinion/anwar-zibaoui/the-strait-of-hormuz-pawn-in-the-war/20260320180000224197.html - * The conflict in the Middle East, involving Iran, the US, and Israel, has disrupted maritime traffic through the Strait of Hormuz. * The Strait is a critical trade route, passing nearly 20% of global oil consumption. * The blockade raises global economic risks, potentially paralysing trade and increasing energy prices. * A worst-case scenario could escalate into a global energy crisis with widespread inflation and supply chain disruptions. * The article calls for diplomatic solutions to resolve the conflict and prevent global economic fallout.
190. https://www.fxleaders.com/news/2026/03/23/crude-oils-48-hour-countdown-wti-flirts-with-100-as-trump-ultimatum-hits-the-wire/ - * The article reports WTI Crude Oil hovering near $100 per barrel amid escalating US-Iran tensions over the Strait of Hormuz on March 23, 2026. * President Trump issued a 48-hour ultimatum to Tehran to reopen the Strait, with the deadline approaching. * The dispute affects 11 million barrels of daily supply, described as the largest modern oil market disruption. * Analysts forecast potential prices reaching $130-$150 if conflict worsens, with supply shortages and geopolitical risks expanding. * Technical analysis indicates WTI maintains an upward trend, with resistance at $107.46 and support at $94.22. * Economic outlook for 2026 remains uncertain, balancing demand reduction risks against geopolitical premiums.
191. https://www.azernews.az/region/256074.html - • Major Asian stock markets declined amid escalating US-Iran tensions. • Japan’s Nikkei 225 fell nearly 3.6%; South Korea’s Kospi dropped close to 6%. • Iran threatened to target regional energy infrastructure following US threats. • Iran effectively restricted access through the Strait of Hormuz, impacting global oil and LNG flows. • Fuel prices increased amid fears of a severe energy crisis, with international agencies warning of potential shortages. • Oil prices remained relatively stable despite geopolitical upheaval.
192. https://www.business-standard.com/markets/commodities/goldman-raises-oil-forecasts-on-largest-ever-supply-shock-amid-iran-war-126032300325_1.html - * Goldman Sachs increased its oil price forecasts for 2026 due to disruptions from the Iran war and Strait of Hormuz closure. * Oil forecasts for Brent and West Texas Intermediate were raised, citing a supply shock expected to last six weeks. * The disruption is described as the largest-ever supply shock, comparable to major 1970s oil crises and the 2022 gas crisis. * Oil production losses in West Asia are projected to rise from 11 to 17 million barrels per day. * Energy markets are in turmoil despite rising stockpiles in US and European OECD countries. * Goldman Sachs also revised its natural gas price forecasts.
193. https://www.ndtv.com/world-news/ndtv-reports-from-persian-gulf-as-strait-of-hormuz-closure-strands-1-000-ships-11253188 - * Iran has closed the Strait of Hormuz, disrupting global oil supply and stranding vessels in the Persian Gulf and Gulf of Oman.* The closure follows US-Israeli strikes on Iran, with fighting spreading across the Middle East.* Over 300 vessels are stranded, and more than 700 are affected in the region.* Iran permits some vessels from friendly nations to pass but warns against others from hostile countries.* Oil prices are above $100 per barrel due to supply fears, and the US has issued threats against Iran's infrastructure.* Greenpeace warns of ecological risks from trapped oil tankers.
194. https://www.ndtvprofit.com/world/over-40-middle-east-energy-assets-severely-damaged-iea-says-11253200 - * More than 40 energy assets in nine Middle Eastern countries damaged by war, prolonging global supply disruptions. * Conflict has upended energy supply chains, affecting oil, natural gas, and fuels, with prices surging. * The crisis's impact is comparable to the 1970s oil crises and 2022 natural gas crisis post-Russia-Ukraine invasion. * Damage to key energy infrastructure could delay recovery, with major trade routes like the Strait of Hormuz blocked. * IEA announced record 400 million barrels release from emergency reserves and proposed demand reduction measures.
195. https://www.business-standard.com/world-news/zombie-oil-tanker-exits-strait-of-hormuz-as-trump-iran-trade-threats-126032300159_1.html - * An oil tanker that may have been scrapped was recorded transiting the Strait of Hormuz, marking a second such incident in days. * The vessel, identified as Nabiin, was in the Persian Gulf on Sunday evening, then in the Gulf of Oman on Monday morning. * The Nabiin is suspected to be a zombie ship, assuming the identity of a scrapped vessel, in a bid to carry cargo through the closed strait. * The Strait of Hormuz has been effectively closed since late February due to conflict between the West Asia war and US-Iran tensions. * US President Donald Trump issued a deadline to Iran to reopen the strait, warning of potential bombings of Iran’s power plants. * Iran threatened to fully close the strait if attacked; ships seeking passage are allegedly Iran-linked or approved. * The Nabiin’s movements suggest an Iran-related context, with heavy electronic interference hindering tracking.
196. https://www.zeit.de/politik/ausland/2026-03/iran-energiekrise-iea-oelpreis-krieg-weltwirtschaft - * Der Chef der IEA, Fatih Birol, warnt vor einer globalen Energiekrise durch die Blockade der Straße von Hormus aufgrund des Iran-Kriegs. * Die IEA hat im März 426 Millionen Barrel Öl aus strategischen Reserven freigegeben. * Die Blockade beeinflusst den Ölpreis, der bei etwa 112 US-Dollar pro Fass liegt. * Die Börsen in Asien reagieren negativ, mit Kursverlusten bei Nikkei, Kospi, Hang Seng und CSI-300. * US-Iran-Konflikt verschärft die globale Energie- und Wirtschaftslage.
197. https://bitcoinworld.co.in/pound-sterling-weakens-oil-usd-demand/ - * The Pound Sterling (GBP) weakened against the US Dollar (USD) due to geopolitical tensions in the Middle East. * Gold, government bonds, and USD saw increased safe-haven demand. * Crude oil prices surged over 8% following escalation of Middle Eastern hostilities. * The oil price increase raised UK import costs and inflation expectations, impacting the currency. * Markets expect ongoing risk aversion, influencing GBP/USD and global investor behaviour.
198. https://www.qcintel.com/article/oil-futures-crude-trends-higher-ahead-after-us-threats-to-iran-61251.html - • Crude futures are trending higher amid choppy trade. • US issues threats to Iran, demanding full opening of the Strait of Hormuz. • Investors monitor the situation ahead of potential US military action. • The article discusses market movement and geopolitical tension involving Iran and the US. • No specific timeline or follow-up action mentioned.
199. https://www.azernews.az/region/256074.html - * Major Asian stock markets declined amid US-Iran tensions, with Japan’s Nikkei 225 down 3.6% and South Korea’s Kospi close to 6% lower. * Tensions intensified after US threats to attack Iranian infrastructure, with Iran warning it would target regional energy facilities. * Iran has restricted access to the Strait of Hormuz, through which around 20% of global oil and LNG flow. * The International Energy Agency warned of a potential severe global energy crisis, comparing it to the 1970s oil shocks. * Oil prices showed stability, with Brent Crude at $112.69 and WTI at $98.93 per barrel.
200. https://www.turkiyetoday.com/region/iran-used-manoeuvrable-missiles-to-evade-patriot-systems-in-ras-laffan-attack-3216733 - - Iran launched missiles targeting Qatar's Ras Laffan Industrial City, with some evading U.S.-made Patriot air defence systems, according to an official briefed on the attack. - Four missiles were intercepted, one struck causing fires and extensive damage. - The attack involved sophisticated, manoeuvrable missiles, as shown in Iranian Revolutionary Guard Corps footage. - The attack damaged several QatarEnergy LNG facilities and Shell's gas-to-liquids plant. - Qatar condemned the attack as a violation of sovereignty and expelled Iranian military attaches.
201. https://www.business-standard.com/markets/commodities/goldman-raises-oil-forecasts-on-largest-ever-supply-shock-amid-iran-war-126032300325_1.html - * Goldman Sachs increased its oil price forecasts for 2026 due to disruptions in flows through the Strait of Hormuz, resulting from the US-Iranian war. * Brent oil is forecasted to average $85 per barrel in 2026, up from $77, with WTI rising to $79 from $72. * The disruption is expected to last six weeks with a subsequent recovery of one month, leading to an estimated loss of over 800 million barrels. * The US-Iraeli conflict with Iran has caused oil market turmoil, with threats of strikes on Iran and disruption of Hormuz. * The International Energy Agency likened the current situation to the 1970s oil crises and the 2022 natural gas crisis following Russia’s invasion of Ukraine.
202. https://www.fxstreet.com/news/pound-sterling-price-news-and-forecast-gbp-usd-weakens-to-near-13315-early-european-session-202603230628 - * The GBP/USD exchange rate fell to around 1.3315 amid Middle East tensions and a stronger USD. * Escalating conflict in the Middle East pushed Brent crude above $100 per barrel, increasing inflation concerns. * The Bank of England kept interest rates steady at 3.75%, with officials warning of a shock to the UK economy. * US considering military action to seize Iranian island of Kharg, deploying troops to the Middle East. * Risk-off sentiment and safe-haven demand pressured the pound and supported the USD.
203. https://www.contacto.lu/mundo/guerra-pode-causar-pior-crise-energetica-das-ultimas-decadas/144041931.html - * O diretor da Agência Internacional da Energia (AIE), Fatih Birol, alertou que o conflito no Irão pode gerar a pior crise energética em décadas. * Pelo menos 40 infraestruturas energéticas foram danificadas devido à guerra entre os EUA, Israel e Irã. * A crise pode incluir uma perda de 11 milhões de barris diários de petróleo, maior que as crises petrolíferas dos anos 1970. * O estreito de Ormuz, crucial para 20% da produção mundial de petróleo e gás, está bloqueado devido à guerra. * Os EUA autorizaram venda de petróleo iraniano por um mês; Teerão nega excedentes de petróleo em alto-mar.
204. https://www.volkskrant.nl/buitenland/live-iran-olieprijzen-hoger-na-dreigement-trump-aziatische-beurzen-hard-omlaag~bd6899fd/ - * The oil prices increased following US President Trump's threat to attack Iran's energy sector if the Strait of Hormuz is not reopened within 48 hours. * Asian stock markets in Tokyo, Hong Kong, and Shanghai opened about 3.5% lower, with the South Korean market dropping over 6%. * The Brent oil price rose to $112.74 per barrel, a half-percent increase. * The International Energy Agency (IEA) warned that the current energy crisis could be more severe than the 1970s oil crises. * Iran responded to Trump's ultimatum by threatening further attacks on oil and gas installations and refusing to reopen the Strait of Hormuz.
205. https://www.business-standard.com/world-news/zombie-oil-tanker-exits-strait-of-hormuz-as-trump-iran-trade-threats-126032300159_1.html - * An alleged scrapped oil tanker, Nabiin, crossed the Strait of Hormuz, despite being officially sent to demolition five years ago. * The vessel, possibly a zombie ship, is part of ongoing efforts by shipowners to navigate restrictions in the waterway. * The Strait has been effectively closed since the West Asia war began at the end of February. * US President Donald Trump issued a deadline to Iran to reopen the strait, threatening bombing; Tehran threatened to close Hormuz fully. * The crossing involved ships linked to Iran or approved by Tehran, with some turning off tracking signals. * The Nabiin vessel's last movements were in the Persian Gulf, with no clear destination due to electronic interference.
206. https://www.zawya.com/en/business/energy/adnoc-gas-adjusts-lng-operations-following-shipping-disruptions-u8ubqpqa - * Adnoc Gas made temporary operational adjustments to LNG and ETL production due to shipping disruptions in the Strait of Hormuz. * Operations continue after the asset base was targeted in the Iran conflict. * The US-Iran conflict has increased supply risks and market flux. * Energy markets experienced further escalation following attacks on Iran’s natural gas infrastructure. * Risks of prolonged supply disruptions grow with infrastructure damage.
207. https://www.turkiyetoday.com/region/iran-used-manoeuvrable-missiles-to-evade-patriot-systems-in-ras-laffan-attack-3216733 - • Iran launched missiles against QatarEnergy's Ras Laffan industrial complex, with some evading U.S.-made Patriot systems. • Four missiles were intercepted, and one struck the facility causing damage. • The attack involved missile launches reported on March 21, 2026. • Qatar condemned the attack and expelled Iranian military attachés. • Qatar's Ras Laffan is a major LNG export site supplying Europe and Asia.
208. https://www.utusan.com.my/luar-negara/2026/03/perang-asia-barat-dominasi-persidangan-tenaga-di-houston/?utm_source=rss&utm_medium=rss&utm_campaign=perang-asia-barat-dominasi-persidangan-tenaga-di-houston - * Pemimpin industri tenaga berkumpul di Houston minggu ini untuk persidangan tahunan CERAWeek. * Isu gangguan bekalan minyak dan gas disebabkan oleh perang yang dilancarkan oleh AS dan Israel terhadap Iran. * Lebih 10,000 peserta dari sektor industri, kewangan, kerajaan dan akademik menghadiri persidangan. * Fokus termasuk gangguan bekalan minyak dan gas, perubahan dasar tenaga AS, dan isu alam sekitar. * Tokoh utama termasuk eksekutif syarikat tenaga besar dan penceramah seperti Setiausaha Tenaga AS dan aktivis dari Venezuela.
209. https://www.contacto.lu/mundo/guerra-pode-causar-pior-crise-energetica-das-ultimas-decadas/144041931.html - * Fatih Birol, director of the International Energy Agency (IEA), warned that the Iran conflict may trigger the worst energy crisis in decades. * At least 40 energy infrastructures have been severely damaged due to the war between the US, Israel, and Iran. * Current losses of 11 million barrels per day surpass the combined loss during previous crises in the 1970s. * The crisis is compared to two oil crises and a gas market collapse, citing the Ukraine invasion by Russia. * The Strait of Hormuz, vital for 20% of global oil and gas transit, is blocked, with potential consequences if not reopened.
210. https://www.volkskrant.nl/buitenland/live-iran-olieprijzen-hoger-na-dreigement-trump-aziatische-beurzen-hard-omlaag~bd6899fd/ - * Olieprijzen gestegen na Amerikaanse dreigement dat Iran de energiesector zal aanvallen als de Straat van Hormuz niet wordt heropend binnen 48 uur. * Aziatische aandelenbeurzen, waaronder Tokio, Hongkong en Shanghai, openden circa 3,5 procent lager, Zuid-Koreaanse beurs daalde meer dan 6 procent. * Brentolieprijs gestegen tot 112,74 dollar, een stijging van een half procent. * IEA hoofd waarschuwde dat de energiecrisis ernstiger kan zijn dan de crises van de jaren zeventig, met gesprekken over vrijgave van strategische olievoorraden. * Iran dreigde met meer aanvallen op olie- en gasinstallaties in de Golfstaten, en blijft weigeren de Straat van Hormuz te heropenen voor scheepvaart.
211. https://www.atalayar.com/en/opinion/anwar-zibaoui/the-strait-of-hormuz-pawn-in-the-war/20260320180000224197.html - ['* The article describes the conflict in the Middle East affecting supply chains and global trade due to disruption at key maritime chokepoints, especially the Strait of Hormuz.', '* It highlights risks including the blockade of the Strait, potential escalation into a global energy crisis, and rising insurance premiums and freight costs.', '* The economic impact of the violence is estimated at $2,400 per person, 13.8% of global GDP.', '* The article stresses the importance of diplomatic solutions over war to prevent global economic destabilisation.', "* It emphasises maritime transport's role in the global economy and the regional tensions threatening its security."]
212. https://www.fxleaders.com/news/2026/03/23/crude-oils-48-hour-countdown-wti-flirts-with-100-as-trump-ultimatum-hits-the-wire/ - * On Monday, March 23, 2026, WTI Crude Oil hovers near $100 amid escalating US-Iran tensions and a 48-hour ultimatum from President Trump. * The International Energy Agency reports the current supply disruption is the largest in modern market history, affecting 11 million barrels per day. * Oil prices could rise above $100, potentially reaching $130-$150 if conflict escalates; current market uncertainty persists. * Technical analysis shows WTI holding support above $100 with potential to test $107.46 and possibly $119.26. * The outlook depends on whether the Strait of Hormuz reopens or military conflict intensifies, influencing global demand and prices.
213. https://bitcoinworld.co.in/pound-sterling-weakens-oil-usd-demand/ - * The GBP faced significant downward pressure against USD due to geopolitical tensions in the Middle East and heightened oil prices. * Oil prices surged by over 8% after escalation of hostilities, affecting UK imports and inflation outlook. * The US dollar strengthened, with the DXY Index breaking above 105.50, driven by safe-haven demand. * Currency markets are influenced by risk-off sentiment, increased oil costs, and expectations of monetary policy responses. * The trajectory of GBP/USD depends on conflict duration, energy prices, and central bank policies from the UK and US.
214. https://www.zeit.de/politik/ausland/2026-03/iran-energiekrise-iea-oelpreis-krieg-weltwirtschaft - * The IEA chief, Fatih Birol, warns of the worst energy crisis in decades due to Iran war and Strait of Hormuz blockade. * Since the start of the Iran war on 28 February, the Strait of Hormuz has been effectively blocked, impacting global oil and gas transit. * The IEA released 426 million barrels from strategic reserves in March, the largest ever, and considers further releases. * Stock markets in Asia declined significantly following US threats and Iran's responses, and oil prices surged above $112 per barrel. * Experts suggest the war could last weeks or months, possibly raising oil prices to about $150 per barrel.
215. https://www.business-standard.com/markets/commodities/goldman-raises-oil-forecasts-on-largest-ever-supply-shock-amid-iran-war-126032300325_1.html - * Goldman Sachs increases its 2026 oil price forecasts due to disruption of flows through the Strait of Hormuz, described as the largest-ever supply shock. * The disruption is linked to the US-Israeli war with Iran, entering its fourth week with no resolution. * The supply shock could result in cumulative losses of over 800 million barrels, with crude production in West Asia rising from 11 million to 17 million barrels a day. * International Energy Agency's Fatih Birol compares the effect to the 1970s oil crises and the 2022 natural gas crisis. * Goldman Sachs also raised its forecasts for gas prices.
216. https://www.business-standard.com/world-news/west-asia-war-damages-over-40-energy-assets-risks-supply-disruption-iea-126032300154_1.html - * More than 40 energy assets across nine countries in West Asia have been damaged by war, potentially causing global supply disruptions. * Over three weeks of conflict have disrupted the energy supply chain, notably affecting the Strait of Hormuz. * The damage risks prolonging supply chain issues, similar to major oil crises in the 1970s and 2022 natural gas crisis. * The IEA has released 400 million barrels from emergency reserves to help mitigate supply shocks. * Reopening the Strait of Hormuz is the key to resolving fuel supply disruptions, according to Fatih Birol.
217. https://www.business-standard.com/world-news/zombie-oil-tanker-exits-strait-of-hormuz-as-trump-iran-trade-threats-126032300159_1.html - * An apparent scrapped oil tanker, signalled as Nabiin, transited the Strait of Hormuz in the Persian Gulf and the Gulf of Oman. * The vessel identified as Nabiin is likely a zombie ship, taking the identity of a scrapped vessel. * This follows similar crossings by a vessel posing as Jamal, another supposed scrapped ship. * The strait has been effectively closed due to rising tensions in West Asia since late February. * US-President Trump issued a deadline for Iran to reopen the strait, with threats of bombing power plants if ignored.
218. https://www.siasat.com/us-israel-iran-war-indian-injured-in-abu-dhabi-as-iran-missile-attacks-escalate-3439120/ - * The US–Israeli war on Iran entered its 24th day, with intensified missile exchanges across the region. * An Indian was injured in Abu Dhabi after debris from intercepting a ballistic missile. * Iran launched missile strikes towards Israel, with explosions reported in Tehran. * Saudi Arabia intercepted a drone near its northern border. * Energy assets have been damaged; oil prices surged due to supply concerns. * US and UK operations focus on energy infrastructure and maritime security, with evacuations organised. * Israeli forces found an anti-tank missile post in southern Lebanon. * The conflict continues with no immediate easing signs and regional escalation fears.
219. https://www.unian.ua/war/primorsk-droni-atakuvali-naftonalivniy-port-u-leningradskiy-oblasti-rf-13323840.html - * On 23 March, a large Russian oil export port in Primorsk, Leningrad region, was attacked by drones. * The attack confirmed by regional governor Alexander Drozdenko, resulted in damage to the port's tank with fuel and a fire. * Over fifty drones were destroyed over the region, and Ukrainian drones were reportedly shot down over Russian regions. * The port's pipeline capacity is approximately 75 million tonnes of oil annually. * The incident follows recent attacks on other Russian oil infrastructure, including a Saratov oil refinery and military factories.
220. https://www.siasat.com/us-israel-iran-war-indian-injured-in-abu-dhabi-as-iran-missile-attacks-escalate-3439120/ - * The US–Israeli war on Iran enters its 24th day, with intensified missile exchanges across the Middle East. * An Indian was injured in Abu Dhabi after debris fell from intercepted missile fire; Iran launched missile strikes towards Israel. * Israeli military claims over 90% of incoming missiles are intercepted, with damage and casualties reported in Israel. * Explosions occurred in Tehran, and Iran's Bandar Abbas port was hit in an air strike; casualty and damage details are ongoing. * Gulf region states, including Kuwait and UAE, activated air defences amid rising missile threats. * Oil prices surged due to supply concerns; Saudi Aramco adjusted exports; Iran cited insurance concerns over Strait of Hormuz disruptions. * Regional and global leaders call for restraint; US organises evacuation routes for citizens; Israel expands ground offensive in Lebanon. * US forces continue strikes on Iranian drone sites; no US fighter jet has been shot down, contrary to rumours.
221. https://en.yna.co.kr/view/AEN20260323007500320 - * The government announced there will be no significant oil supply disruptions in April, citing secured alternative shipments and strategic reserves. * Domestic refiners are concerned about tight supplies but rely on stocks and non-Middle East imports. * International oil prices have increased sharply, with Dubai crude reaching US$158 per barrel. * Alternative routes bypassing the Strait of Hormuz are being utilised, with imports from the US, Australia, and the UAE. * Import of Russian crude is cautious due to quality concerns, financial risks, and secondary sanctions.
222. https://meyka.com/blog/gspc-today-march-23-bessent-iran-threats-stoke-oil-risk-off-mood-2303/ - * Scott Bessent backed a 48-hour window for Iran to reopen the Strait of Hormuz, raising headline risk for energy markets. * He signalled easing sanctions to allow roughly 140 million barrels of Iranian oil at sea to reach buyers. * The threat of closure could spike shipping insurance costs, delay voyages, and tighten regional supply. * US markets, specifically the S&P 500, are sensitive to oil price fluctuations driven by geopolitical tensions. * Market indicators show oversold signals with active swings; strategic hedging suggested amid volatile geo-politics.
223. https://en.yna.co.kr/view/AEN20260323007500320 - * The government announced there will be no major oil supply disruptions in April, citing secured alternative shipments and strategic reserves releases. * Domestic refiners and petrochemical firms expect tight supplies but have stocks lasting four to five weeks. * Oil prices, including Dubai crude reaching US$158 per barrel, are rising sharply amid Middle East tensions. * The government is monitoring crude inventories and has arranged imports from the US and Australia. * Alternative routes bypassing the Strait of Hormuz are being used by refiners, with shipments from the UAE scheduled in late March and April.
224. https://www.vietnamplus.vn/goldman-sachs-nang-du-bao-gia-dau-nam-2026-do-cu-soc-nguon-cung-post1100479.vnp - * Goldman Sachs dự báo giá dầu Brent trung bình đạt 85 USD/thùng năm 2026, tăng từ 77 USD/thùng. * Dự báo giá dầu WTI nâng từ 72 USD/thùng lên 79 USD/thùng. * Giả định dòng chảy dầu qua eo biển Hormuz sẽ duy trì ở mức 5% trong 6 tuần sau đó phục hồi trong tháng. * Xung đột tại Trung Đông kéo dài tuần thứ tư, Mỹ đe dọa hành động quân sự để mở eo biển. * Iran tuyên bố sẽ tấn công cơ sở hạ tầng năng lượng của Mỹ trong khu vực. * Tổn thất sản lượng dầu Trung Đông dự kiến tăng từ 11 triệu lên 17 triệu thùng/ngày, thiệt hại hơn 800 triệu thùng. * Giá dầu Brent vượt mức 113 USD/thùng sau tối hậu thư của Mỹ, sau đó giảm xuống khoảng 111 USD/thùng.
225. https://www.rionegro.com.ar/energia/diario-rio-negro-en-ceraweek-como-sera-el-encuentro-de-energia-mas-importante-del-mundo/ - * El conflicto en Medio Oriente afecta la crisis energética global, con daños a instalaciones petroleras y bloqueo del estrecho de Ormuz. * Se realizará en Houston, Estados Unidos, con participación de representantes de 89 países y principales petroleras. * Argentina tendrá presencia relevante con empresas, funcionarios y un evento paralelo en Vaca Muerta. * La edición 44 del encuentro se centrará en la seguridad energética y la accesibilidad de los precios. * Se esperan debates sobre energía confiable y a precios razonables, con la participación de destacados líderes del sector mundial.
226. https://meyka.com/blog/gspc-today-march-23-bessent-iran-threats-stoke-oil-risk-off-mood-2303/ - * Scott Bessent backed a 48-hour window for Iran to reopen the Strait of Hormuz and defended limited strikes on Iranian infrastructure. * He signalled easing sanctions to release about 140 million barrels of Iranian oil already afloat. * The threat of closure or escalation could tighten regional supply and lift oil benchmarks. * The S&P 500 is oversold at 6606.48, with active swings indicated by ATR and trend signals. * Markets may react to Iran headlines with risk management strategies, including hedging and staged entries.
227. https://businessday.ng/world/article/world-in-brief-iran-threatens-full-hormuz-closure-if-us-strikes-energy-sites-kenya-grants-amnesty-to-citizens-fighting-for-russia-south-africa-slaps-tariffs-on-chinese-thai-steel-and-other-stories/ - * Iran warns it will 'completely close' the Strait of Hormuz if the US targets its energy infrastructure, raising concerns over energy supply disruptions. * The US issues an ultimatum for Iran to reopen the strait or face strikes, prompting Iran's threat of retaliation. * Iran maintains the strait's open status but restricts passage for certain vessels, impacting global oil flows. * Diplomatic signals from Iran suggest openness to maritime cooperation but with preconditions. * Regional conflicts include Israeli strikes on Lebanon, Iranian missile attacks near Israeli nuclear sites, and escalating violence affecting civilians. * The conflict extends to Africa with Kenya offering amnesty to citizens fighting for Russia, and South Africa imposing tariffs on Chinese steel imports. * Other regional issues involve Cuba's readiness for US confrontation and Tunisia's imprisonment of activist Mosbah.
228. https://www.deccanchronicle.com/west-asia/iea-chief-global-economy-faces-major-threat-because-of-iran-war-1945701 - * The head of the International Energy Agency (IEA) warned that the global economy faces a major threat due to the Iran war. * Fatih Birol stated the crisis in the Middle East is worse than the oil shocks of the 1970s and the Russia-Ukraine war's gas market impact. * Birol mentioned damage to 40 energy assets in nine countries. * Discussions are ongoing about releasing stockpiled oil to manage market conditions. * US pressure on Iran's Strait of Hormuz and threats to Iran's power plants are part of the geopolitical tensions.
229. https://www.vietnamplus.vn/xung-dot-trung-dong-dang-lam-giam-suc-hap-dan-cua-tai-san-dinh-gia-bang-dong-usd-post1100436.vnp - * Tăng căng thẳng giữa Mỹ-Israel, Iran ảnh hưởng đến niềm tin vào đồng USD. * Chỉ số đồng USD (DXY) tăng nhẹ, lợi suất trái phiếu Mỹ kỳ hạn 10 và 2 năm tăng vọt. * Các cuộc tấn công của Iran gây hư hại trung tâm dữ liệu của Amazon tại UAE. * Fed có thể tạm dừng nới lỏng tiền tệ nếu giá năng lượng tiếp tục tăng. * Các quốc gia và công ty Mỹ đối mặt với rủi ro giảm giá trị tài sản do căng thẳng địa chính trị.
230. https://news.google.com/rss/articles/CBMirwFBVV95cUxNdEtGY3FJV2pHWTMxY1dXRHcxcDBmMmtJbllIQjhZcVlEbnlHQ1pBSm1fcUt4UUJLSDdsZlZmY1A0dHFPblRLWEV1bTFIQTFtRDhaTEJWUkd5Njd0aF9kc1Q4SU1BM25JN01BLUlZM3pYUDVlQmpnVnV5eUxwcDJFUEZHTFNmUUptUXYwem81NUhFMy1LSm10amRpSzdoa3Z6STlDWnZEbDlhNkY5SElj?oc=5&hl=en-US&gl=US&ceid=US:en - * Oil prices remain volatile amidst escalating US-Iran tensions and conflict in Israel, with Brent at $112.62 per barrel and rising 55% this month. * US-Iran threats and conflict in Israel impact global share markets, with Asian markets experiencing significant declines. * US President Trump warns Iran over Strait of Hormuz, affecting shipping and energy infrastructure. * Oil prices may potentially rise to $150 per barrel if conflict persists, with analysts noting long-term supply risks. * The energy crisis affects jet fuel, LNG, shipping costs, and food prices, with elevated costs in Asia.
231. https://news.google.com/rss/articles/CBMirwFBVV95cUxNdEtGY3FJV2pHWTMxY1dXRHcxcDBmMmtJbllIQjhZcVlEbnlHQ1pBSm1fcUt4UUJLSDdsZlZmY1A0dHFPblRLWEV1bTFIQTFtRDhaTEJWUkd5Njd0aF9kc1Q4SU1BM25JN01BLUlZM3pYUDVlQmpnVnV5eUxwcDJFUEZHTFNmUUptUXYwem81NUhFMy1LSm10amRpSzdoa3Z6STlDWnZEbDlhNkY5SElj?oc=5&hl=en-US&gl=US&ceid=US:en - * Oil prices fluctuated with Brent rising 0.4% to $112.62 a barrel amid Middle East tensions. * escalating US-Iran tensions and conflict in Israel caused declines in Asian share markets and an increase in US bond yields. * Threats to energy infrastructure and the Strait of Hormuz contributed to volatile oil prices, with analysts predicting potential rises to $150 a barrel. * Japan’s Nikkei dropped 3.8%, and South Korea’s market fell 5.2% in March. * Oil market conditions were influenced by US sanctions allowing Iranian and Russian oil sales, but long-term supply risks persisted. * Energy crisis impacting jet fuel, LNG, shipping costs, and fertiliser prices was highlighted by industry analysts and the International Energy Agency.
232. https://thegulfentrepreneur.com/lng-assets-attacks-gulf-hit-qatar-energy/ - * Missile strikes hit Ras Laffan Industrial City, Qatar, damaging two LNG production trains and reducing capacity by around 17% in Qatar's LNG output. * The attack caused fires at the site, with repairs estimated to take three to five years. * The incident followed attacks on Iran’s South Pars gas field, with Iran retaliating by targeting energy infrastructure including Qatar's facilities. * The attacks have raised concerns about global LNG supply, with potential for higher prices if outages persist. * Risks to energy infrastructure and shipping routes near the Strait of Hormuz increase regional tension and market uncertainty.
233. https://www.perfil.com/noticias/internacional/la-otan-busca-desbloquear-el-estrecho-de-ormuz-lo-antes-posible.phtml - * A group of 22 countries, mostly NATO members, is analysing measures to ensure free navigation through the Strait of Hormuz, blocked by Iran since February 28. * The initiative includes countries such as Japan, South Korea, Australia, New Zealand, United Arab Emirates, and Bahrain. * The Strait of Hormuz accounts for about 20% of global oil and natural gas exports. * Oil prices increased following US sanctions threats, with Brent reaching $113.44 and WTI over $100 per barrel. * US threats of attack on Iranian energy infrastructure and Iran's response raise tensions affecting oil markets.
234. https://www.investing.com/news/economy-news/morning-bid-of-course-trump-would-have-a-countdown-4574196 - • US President Trump set a 48-hour deadline for Iran to open the Strait of Hormuz, warning of potential military action. • Iran threatened to close the strait and target infrastructure in neighbouring countries. • Oil prices rose, with Brent hitting $92.90, amid concerns over supply shortages. • Energy shortages and price increases are impacting transport, shopping, and food costs. • The crisis has intensified inflation, pushing bond yields higher and affecting equities. • Central banks are expected to tighten monetary policy further, with interest rate hikes in Europe and the UK. • Stock markets declined: global indices down over 3%, with European futures down 1.1% to 1.3%.
235. https://www.perthnow.com.au/news/wouldnt-say-yes-energy-boss-brutal-call-as-aussies-face-wfh-carpooling-amid-iran-crisis-c-22034830 - * The International Energy Agency boss warns Australians are unprepared for fuel shortages caused by the Iran conflict. * The crisis is linked to US/Israel strikes on Iran and has resulted in a loss of 11 million barrels of oil per day. * Fuel reduction measures like carpooling and working from home are recommended. * Australian energy officials report cancellations of fuel ships and discuss potential fuel rationing. * The crisis is described as equal in scale to two oil shocks and one gas crisis combined.
236. https://www.smh.com.au/world/middle-east/how-iran-could-cripple-the-gulf-20260323-p5rnzq.html?ref=rss&utm_medium=rss&utm_source=rss_world - * Iran has threatened to destroy Middle East oil factories and desalination plants, potentially triggering a global energy crisis. * Potential targets include oil refineries in Saudi Arabia, the UAE, Kuwait, and Qatar, with significant damage already reported at Qatar’s Ras Laffan LNG facility. * Iran possesses a large missile arsenal, including short-range missiles capable of regional strikes, which could be used against energy infrastructure. * The attack could cause oil prices to surge to $200 per barrel and impact natural gas prices. * Desalination plants supplying water for the Gulf countries may be targeted, risking a humanitarian crisis. * Defence measures in Gulf countries include advanced air defences and interceptors, amid ongoing missile and drone attacks from Iran.
237. https://www.zawya.com/en/projects/oil-and-gas/iea-discussing-further-oil-stock-releases-chief-birol-says-ytwj9g2d - • The IEA is consulting with Asia and Europe on releasing more oil stockpiles due to the Iran conflict. • It agreed to release 400 million barrels in March to address rising global crude prices. • Birol highlighted the severity of the Middle East crisis and its impact on oil supply, mainly through the Strait of Hormuz. • The IEA chief plans to visit Japan and participate in a G7 meeting. • Measures like fuel savings have been enacted in Europe to reduce energy use.
238. https://www.thehindubusinessline.com/news/world/iran-claims-strike-on-us-base-in-saudi-arabia-amid-escalating-conflict/article70774296.ece - * Iran’s Islamic Revolutionary Guard Corps (IRGC) claims to have carried out missile strikes targeting Israeli military positions and the US Prince Sultan Air Base in Saudi Arabia.
239. https://scroll.in/latest/1091555/top-updates-indian-injured-in-abu-dhabi-cabinet-committee-reviews-energy-security?utm_source=rss&utm_medium=public - * Indian Prime Minister’s Office assesses critical needs including energy and fuel security amid West Asia unrest. * The situation adversely affects markets, with Asian stock indices falling and South Korea’s won reaching a 17-year low. * Global oil prices remain high at $111 per barrel due to Iran blocking the Strait of Hormuz, a key petroleum transit route. * Iran warns it will attack Gulf energy and water infrastructure if US President Trump attacks Iran's electricity installations. * US ultimatum to Iran ends Tuesday; concerns grow over regional energy and water security. * International Energy Agency warns of the worst energy crisis in decades, citing a loss of 11 million barrels of oil daily. * NATO Secretary General Mark Rutte states alliance plans to address the Strait of Hormuz issue, indicating coordinated action. * The conflict involves US, Iran, and Israel, with US and Israel launching an attack on Iran, which retaliates with strikes in the Gulf region.
240. https://www.thehindubusinessline.com/markets/commodities/oil-prices-rise-as-us-iran-tensions-escalate-over-infrastructure-threats/article70774366.ece - - Crude oil futures traded higher after US and Iran warned each other of attacks on energy infrastructure. - US President Donald Trump issued an ultimatum over Strait of Hormuz, threatening Iran with destruction of its power plants. - Iran warned of retaliatory attacks targeting regional energy and oil infrastructure. - Natural gas futures edged higher, while agricultural commodity futures declined. - The conflict-related escalation impacted oil and energy markets, reflecting geopolitical risks.
241. https://thegulfentrepreneur.com/lng-assets-attacks-gulf-hit-qatar-energy/ - * Missile strikes hit Ras Laffan Industrial City in Qatar, damaging two LNG production trains and reducing Qatar's LNG output by around 17%. * The attack caused fires at the site, with repairs estimated to take three to five years. * The incident follows attacks on Iran’s South Pars gas field, which is shared with Qatar, and subsequent Iranian missile and drone attacks on energy infrastructure. * Qatar's LNG facilities are among those hit, raising global supply concerns and potential price increases. * The situation heightens risks to regional energy infrastructure and shipping routes near the Strait of Hormuz.
242. https://www.thehindubusinessline.com/markets/stock-markets/markets-plunge-over-1-as-west-asia-crisis-rattles-investors/article70774357.ece - * Equity markets in India and Asia decline over 1.75% amid escalating West Asia tensions in March 2026.* The crisis was triggered by US President Trump’s 48-hour ultimatum to Iran, affecting oil supply routes and escalating conflict.* Brent crude oil rose to $107.87 per barrel, with rupee depreciation signalling capital flight.* The Indian rupee fell beyond ₹94 per US dollar, indicating macroeconomic stress.* Markets remain volatile with heightened fear levels ahead of potential military action or diplomatic resolution.
243. https://www.smh.com.au/world/middle-east/how-iran-could-cripple-the-gulf-20260323-p5rnzq.html?ref=rss&utm_medium=rss&utm_source=rss_world - ['* Iran has threatened to destroy Middle East oil factories and targets desalination plants, risking a global energy crisis.', '* Potential attacks include oil refineries and LNG facilities in Saudi Arabia, Qatar, UAE, Kuwait, and more.', "* Iran's missile arsenal could be used to strike regional energy infrastructure, affecting global supply and prices.", '* Disruption of key energy sites could cause oil prices to surpass $200 per barrel and increase gas and energy bills.', '* Desalination plants supplying drinking water in the Middle East could be targeted, causing humanitarian crises.']
244. https://www.middleeasteye.net/live-blog/live-blog-update/report-us-plans-weeks-long-operation-reopen-hormuz - * The US reportedly plans a prolonged operation to force Iran to reopen the Strait of Hormuz. * The operation is linked to escalating attacks and pressure to access the oil shipping route. * Israel’s ambassador to the US called for continued conflict until Iran's leadership is weakened. * The report signals a potential phase of conflict in the region.
245. https://www.thehindubusinessline.com/news/world/iran-claims-strike-on-us-base-in-saudi-arabia-amid-escalating-conflict/article70774296.ece - * Iran’s Islamic Revolutionary Guard Corps (IRGC) claims it carried out the 75th wave of missile strikes in retaliation, targeting Israeli military positions and US Prince Sultan Air Base in Saudi Arabia. * The operation targeted military deployments and a US air base described as a hub for US operations against Iran. * The attack was part of ongoing conflict involving Iran, Israel, and the United States, with recent missile and drone strikes across the region. * Prince Sultan Air Base is a significant US military hub in Saudi Arabia's Al-Kharj region. * The broader conflict has raised regional security concerns, potentially affecting global energy supplies.
246. https://www.thehindubusinessline.com/markets/forex/indian-rupee-slides-to-all-time-low-amid-rising-oil-prices/article70774326.ece - * The Indian rupee fell to a record low of 93.84 against the US dollar on March 23, 2026. * The decline is linked to escalating Middle East conflict and rising crude oil prices. * Oil prices have increased by over 50% this month, impacting Asian currencies. * The International Energy Agency reported the crisis is worse than 1970s oil shocks. * BofA Global Research forecasts the rupee will trade at 94 by June 2026, assuming crisis resolution in a few weeks.
247. https://www.thehindubusinessline.com/news/world/israel-launches-fresh-strikes-on-iran-as-conflict-intensifies/article70774278.ece - * The Israeli Defence Forces (IDF) launched a wave of strikes on targets in Iran, including military bases, missile storage, and security headquarters, following Iran's missile attacks on Israel. * Iran's missile strikes caused damage and injuries in central Israel, including at residential sites in Jaffa and Petah Tikva. * Spillover tensions affected Saudi Arabia and UAE, with missile interceptions and minor injuries reported. * The US destroyed Iran’s gas turbine engine production plant in an attack attributed to CENTCOM. * Israeli Prime Minister Netanyahu affirmed continued action against Iran in collaboration with the US.
248. https://www.middleeasteye.net/live-blog/live-blog-update/report-us-plans-weeks-long-operation-reopen-hormuz - * The US reportedly plans a weeks-long operation to force Iran to reopen the Strait of Hormuz. * The operation is in response to escalating attacks and pressure to restore access to the shipping route. * The report involves signals of a prolonged conflict phase. * Israel's ambassador to the US advocates for weakening Iran’s leadership, including possible Iranian boots on the ground. * The situation is compared to historical regime collapses in the late 1980s.
249. https://www.india.com/news/world/donald-trump-us-president-white-house-strait-of-hormuz-mohammad-reza-aref-masoud-pezeshkian-iran-israel-maritime-mojtaba-khamenei-benjamin-netanyahu-8352593/ - * Iranian President Masoud Pezeshkian responds to Donald Trump’s 48-hour ultimatum regarding the Strait of Hormuz. * Iran’s representative to IMO, Ali Mousavi, states the route is open to all except vessels from 'enemy countries'. * US President Donald Trump threatened to bomb Iranian infrastructure if the route is not reopened within two days. * Iranian officials advise citizens to prepare for potential disruptions; escalating regional tensions. * The Strait of Hormuz is a strategic maritime route essential for global oil supply, passing approximately 20% of the world’s oil and gas. * Iran has imposed restrictions on vessels from US, Israel, and allies, citing security concerns, raising fears of energy supply disruptions.
250. https://www.chinimandi.com/fertiliser-imports-at-risk-ahead-of-sowing-season-26-sourced-from-current-hotspot-west-asia-careedge-report/ - * The report by CareEdge Ratings highlights risks to India’s fertiliser supply due to disruptions in West Asia, accounting for 26.2% of imports. * Key trade route disruptions through the Strait of Hormuz threaten energy and fertiliser supply, especially during the upcoming Kharif season. * West Asian countries, including countries accounting for a combined 61.1% of fertiliser imports, are major sources, with risks heightened by geopolitical tensions. * Rising LNG and oil prices due to trade route disruptions could increase fertiliser prices and government subsidy burdens. * The vulnerabilities could impact India’s agriculture and energy security amidst weather uncertainties and geopolitical tensions.
251. https://news.laodong.vn/the-gioi/duong-ong-bi-lang-quen-giai-cuu-thi-truong-dau-giua-phong-toa-hormuz-1673397.ldo - * Hours after US and Israeli airstrikes nearly blocked the Hormuz Strait, Saudi Arabia activated a 1,200km East-West pipeline across the Arabian Peninsula. * The pipeline, built in the 1980s, now transports Saudi oil directly to Yanbu port, bypassing Hormuz. * Oil exports from Yanbu have increased to about 3.66 million barrels/day, nearly half of pre-war levels. * The pipeline's capacity is about 5 million barrels/day, upgradable to 7 million barrels/day in emergencies. * The crisis has led to increased costs for shipping and production cuts by Saudi Arabia, with risks of further attacks on Yanbu and the Bab el-Mandeb Strait, impacting global oil markets.
252. https://peakoil.com/production/philippines-energy-chief-warns-of-fuel-depletion-as-iran-war-disrupts-global-oil-supply - * Philippines Energy Secretary Sharon Garin warns of potential fuel supply shortfall due to Middle East tensions disrupting global oil markets. * Country has sufficient supply for April but explores alternative sources amid global uncertainty. * Disruption risk stems from shipping constraints in the Strait of Hormuz, a key route for 20% of world’s oil. * Price of crude oil has increased, impacting fuel costs; some fuel stations sell diesel over P100 per litre. * The government considers securing 1-2 million barrels of oil as contingency reserves despite higher costs. * Fuel shortages threaten public transportation, air, sea travel, and goods delivery; transport groups plan strikes and holidays.
253. https://streamlinefeed.co.ke/news/energy-markets-fracture-as-iran-war-triggers-global-supply-crisis - * Oil prices surged past 100 USD per barrel amid escalation of US-Israel conflict with Iran. * The IEA warns that the current energy crisis is worse than 1973 and 1979 shocks. * The world is experiencing a loss of 11 million barrels of oil per day and 140 BCM of natural gas. * Market volatility increased with WTI crude rising by 1.8%. * The Strait of Hormuz faces potential closure, risking major supply chain disruption. * Kenya relies on imported petroleum, and prices increases threaten regional inflation and agricultural input costs. * Geopolitical tension and energy fragility increase global economic uncertainty.
254. https://www.tehrantimes.com/news/524866/Strait-of-Hormuz-Where-geography-challenges-advanced-military - * Iran's ability to control the Strait of Hormuz persists despite military attacks and pressures from the US, impacting global oil shipping. * US threats to destroy Iran's power plants if the strait is not reopened escalate tensions and raise international law concerns. * Iran denies closing the strait, only restricting ships from countries involved in attacks, allowing continued passage for some nations. * Iran's strategic control over the strait remains a key factor in the conflict, with potential outcomes depending on military and geopolitical developments. * The situation exemplifies how geography and geopolitics influence the conflict's resolution in the Gulf region.
255. https://www.tehrantimes.com/news/524870/The-contradictions-of-power-Trump-the-Strait-of-Hormuz-and - ["*The article discusses the impact of Iran's actions in the Strait of Hormuz, where the strait remains unofficially open but functionally disrupted due to risk re-pricing, affecting global oil transit.", '*Iran has utilised calibrated uncertainty—drone monitoring, missile tests, and selective vessel permission—to impede shipping without a formal blockade.', '*The economic consequences include rising oil prices and changes in insurance premiums, highlighting the importance of risk management over physical control.', "*Iran's strategy leverages littoral warfare tactics, exploiting geography and proximity to reduce reliance on traditional naval dominance, spreading risk through dispersed assets.", '*The disruption reveals the fragility of the postwar order of open, neutral maritime transit, exposing its dependence on American influence and economic system built around the dollar.']
256. https://www.maritimeanalytica.com/p/hormuz-open-in-theory-controlled - * The Strait of Hormuz remains open, but shipping conditions have changed significantly. * Ships are transiting, waiting, or moving with clearance, indicating altered control and movement. * Incidents near UAE waters and rising bunker costs are impacting voyage economics. * No full shutdown of the strait, but normal operations are disrupted. * The primary concern has shifted from closure to control over shipping routes.
257. https://news.laodong.vn/the-gioi/duong-ong-bi-lang-quen-giai-cuu-thi-truong-dau-giua-phong-toa-hormuz-1673397.ldo - * Saudi Arabia activates a 1,200km East-West pipeline across the Arabian Peninsula following Hormuz Strait blockade caused by US and Israeli airstrikes. * Oil exports from Yanbu port increase to about 3.66 million barrels/day, nearly half of pre-war levels. * The pipeline, originally built in the 1980s and upgraded to a capacity of 5 million barrels/day, serves as a strategic alternative route. * Saudi Arabia’s production cut by 2.5 million barrels/day due to conflict impacts; shipping costs around USD 450,000 per day per ship. * Risks remain as Yanbu and Bab el-Mandeb Strait are targeted, with oil prices rising over 50% in three weeks.
258. https://scroll.in/latest/1091555/top-updates-indian-injured-in-abu-dhabi-cabinet-committee-reviews-energy-security?utm_source=rss&utm_medium=public - * An Indian citizen was injured after an Iranian ballistic missile was intercepted in Abu Dhabi. * India’s Cabinet Committee on Security reviewed West Asia’s situation and assessed critical needs. * Global oil prices remain high as Iran blocks the Strait of Hormuz, affecting 20% of petroleum supply. * Iran threatened to strike energy infrastructure if attacked, leading to regional concerns. * NATO’s secretary general expressed confidence in coordinated efforts to address the Strait of Hormuz issue.
259. https://investinglive.com/centralbank/warsh-faces-turbulent-fed-transition-as-inflation-politics-and-oil-shock-collide-20260323/ - * Kevin Warsh's potential appointment as Fed chair faces political and economic challenges. * Confirmation process has stalled amid disputes related to Powell investigation. * Rising oil prices and inflation complicate future policy outlook. * Markets now expect interest rate hikes despite prior dovish expectations. * Political pressure from President Trump adds to policy uncertainties. * Warsh has publicly criticised Powell's policy approach, raising transition concerns. * The macroeconomic environment features high inflation, geopolitical risks, and leadership ambiguity. * If confirmed, Warsh's policy stance may shift from initially signalling rate cuts to a cautious or hawkish approach. * Leadership uncertainty may lead to market volatility across rates, FX, and risk assets.
260. https://www.zawya.com/en/news/insights/kevin-warshs-first-move-as-fed-chair-could-be-a-rate-hike-mcgeever-t0eaijeo - * Kevin Warsh is considered a likely candidate to succeed Jerome Powell as Fed chair by mid-May. * A rate hike is one of his first possible actions, influenced by energy shocks, rising oil prices, and inflation pressures. * Federal Reserve officials discussed tightening and the possibility of rate increases, with some policymakers expecting higher rates next year. * Market expectations and derivatives pricing suggest minimal chance of rate cuts in the near term. * The article discusses the political and economic challenges of rate hikes during current inflation and energy shocks.
261. https://news.google.com/rss/articles/CBMirwFBVV95cUxNdEtGY3FJV2pHWTMxY1dXRHcxcDBmMmtJbllIQjhZcVlEbnlHQ1pBSm1fcUt4UUJLSDdsZlZmY1A0dHFPblRLWEV1bTFIQTFtRDhaTEJWUkd5Njd0aF9kc1Q4SU1BM25JN01BLUlZM3pYUDVlQmpnVnV5eUxwcDJFUEZHTFNmUUptUXYwem81NUhFMy1LSm10amRpSzdoa3Z6STlDWnZEbDlhNkY5SElj?oc=5&hl=en-US&gl=US&ceid=US:en - * Oil prices remain volatile with Brent at $112.62 per barrel, up 0.4%, and 55% higher for the month. * Escalating US-Iran tensions and conflict in Israel threaten energy infrastructure and strait of Hormuz, prompting analysts to forecast potential rises to $150 per barrel. * Share markets in Asia drop, US bond yields rise amid geopolitical tensions. * US allows Iranian and Russian oil sales, but long-term supply risks persist. * Analyst Shane Oliver and HSBC warn of sustained high prices and broader impacts on food and shipping costs. * IEA criticises the crisis as "very severe", surpassing past oil shocks.
262. https://news.laodong.vn/the-gioi/duong-ong-bi-lang-quen-giai-cuu-thi-truong-dau-giua-phong-toa-hormuz-1673397.ldo - * Saudi Arabia activated a 1,200 km East-West pipeline as a contingency plan amid Hormuz Strait blockade. * The pipeline, built in the 1980s, connects eastern oil fields to Yanbu port on the Red Sea. * Oil exports at Yanbu increased to about 3.66 million barrels/day, nearly half of pre-war levels. * The disruption of Hormuz route has led to oil production cuts; Saudi Arabia is using its pipeline to mitigate supply issues. * The pipeline's capacity is about 5 million barrels/day, up to 7 million in emergencies; costs include USD 450,000/day per ship. * Yanbu port has become a target for attacks; the route passes through straits threatened by conflict. * Brent crude prices rose over 50% in three weeks, exceeding USD 110 per barrel, highlighting the pipeline’s importance.
263. https://www.perthnow.com.au/news/politics/federal-politics/labor-flexes-lng-as-anthony-albanese-phones-asian-leaders-over-cancelled-fuel-shipments-c-22033537 - * Australia and Singapore have agreed to ensure continued flow of petrol, diesel, and gas following cancelled shipments. * Leaders from both countries expressed concern over Middle Eastern conflicts affecting regional energy supply chains. * Australia’s Prime Minister and Singapore’s Foreign Affairs Minister emphasised regional cooperation, open trade, and energy security. * Australia’s energy minister highlighted the country’s role as a major LNG exporter and its influence on regional energy supplies. * Fuel prices in Australia have risen due to conflict-related disruptions affecting oil shipments from Iran. * Several fuel tankers from Malaysia, Singapore, and South Korea had been cancelled amid Middle East tensions, with some supplies being replaced from other sources.
264. https://www.zawya.com/en/projects/oil-and-gas/iea-discussing-further-oil-stock-releases-chief-birol-says-ytwj9g2d - * The International Energy Agency (IEA) is consulting with Asia and Europe on releasing additional stockpiled oil due to the Iran war. * A record 400 million barrels were released from strategic stocks in March to address rising crude prices. * Birol indicated that stock releases could help market stability but are not a long-term solution. * The crisis in the Middle East is described as 'very severe', worse than the 1970s oil shocks. * Birol emphasised the importance of opening the Strait of Hormuz to alleviate the crisis.
265. https://www.freemalaysiatoday.com/category/business/2026/03/23/middle-east-war-to-dominate-houstons-davos-of-energy - * The annual energy conference CERAWeek takes place in Houston amid disruptions caused by the Middle East war involving Iran, Qatar, the US, and Israel. * The war has led to the largest disruption in global oil in history, affecting critical energy facilities and supply routes such as the Strait of Hormuz. * The conference features discussions with industry leaders, government officials, including US Energy Secretary Chris Wright, and topics ranging from oil supply to artificial intelligence. * Attendees include executives from Chevron, TotalEnergies, Shell, Saudi Aramco, and Cheniere Energy. * Focus also on US energy policy shifts under President Trump and the outlook for Venezuela’s energy sector post-sanctions and political changes.
266. https://www.siliconindia.com/news/general/tensions-escalate-as-us-and-iran-threaten-critical-infrastructure-amid-middle-east-conflict-nid-239866-cid-1.html - * The conflict in the Middle East involves threats from the U.S. and Iran targeting critical infrastructure. * Iran warned it would close the Strait of Hormuz if attacked, impacting global oil shipments. * Violence in Israel escalated with rocket fire from Lebanon and Israeli military operations near Tyre. * Iran reportedly fired 400 missiles at Israel; 92% were intercepted, and Iran threatened to target energy infrastructure. * The conflict has claimed over 2,000 lives since February 28, amid disruptions to oil prices and global trade.
267. https://abntv.com.ng/news/us-iran-in-counter-threats-over-strait-of-hormuz/ - * US President Donald Trump issues a 48-hour ultimatum to Iran to reopen the Strait of Hormuz or face attacks on its energy facilities. * Iran threatens to destroy US-linked Gulf energy sites and may completely shut the Strait of Hormuz if attacked. * Iran attacks southern Israeli towns of Arad and Dimona, injuring over 160 people, as retaliation for Israeli strikes. * Crude oil prices rise above $105 per barrel amid the conflict. * Iran warns of targeting regional power and oil facilities; US Marines are deploying to the Middle East. * The conflict escalates with threats to nuclear sites in Iran and Israel, raising public health concerns.
268. https://slguardian.org/iran-war-plunges-world-into-energy-chaos-worse-than-1970s-and-ukraine-crises/ - * The world faces an energy crisis accelerated by Iran's shutdown of the Strait of Hormuz, surpassing the crises of the 1970s and Ukraine war. * Supply losses have reached 11 million barrels of oil daily, prompting record emergency oil releases and soaring prices. * Gas markets are also affected, with disruptions exceeding those caused by the Ukraine conflict. * Critical infrastructure, including Qatar’s LNG facility, has been attacked, raising fears of prolonged shortages. * Immediate response measures are insufficient; reopening the Strait of Hormuz is the only solution to prevent further escalation.
269. https://slguardian.org/iran-war-plunges-world-into-energy-chaos-worse-than-1970s-and-ukraine-crises/ - * The world faces an energy crisis intensified by Iran shutting the Strait of Hormuz, surpassing the damage of 1970s oil crises and the Ukraine war. * Supply losses have reached 11 million barrels of oil daily; the IEA has released 400 million barrels from strategic reserves. * Oil prices surged nearly 50%, with crude just below 110 dollars per barrel; markets react with fear. * Gas markets are also disrupted, with Europe and Asia competing for supplies, pushing prices higher. * Critical infrastructure like Qatar's LNG facility faces potential prolonged disruption, risking years of tight supply. * The crisis could impact food security and global economic stability due to dependency on gas for fertiliser production. * Iran has threatened further escalation, risking an entire shutdown of the Strait of Hormuz. * The situation is described as a stress test of the global economic, political, and strategic systems.
270. https://eraoflight.com/2026/03/23/its-an-energy-war-now-oil-and-gas-infrastructure-all-over-the-middle-east-is-being-targeted/ - • Iran's South Pars gas field was hit by airstrikes, halting production, and escalating regional conflict. • Iran threatened to attack facilities in Saudi Arabia, Qatar, and UAE, prompting evacuations and oil price surge. • Saudi Arabia and Gulf states are considering military responses which could prolong the conflict. • The conflict impacts global oil and gas supplies, causing prices to rise and potential economic consequences.
271. https://eraoflight.com/2026/03/23/its-an-energy-war-now-oil-and-gas-infrastructure-all-over-the-middle-east-is-being-targeted/ - * Iran's South Pars gas field was struck by airstrikes, halting production of 100 million cubic meters of gas a day. * The attack targets Iran’s largest gas reserve, which supplies about 70% of Iran’s natural gas. * Iran threatens to attack oil and gas infrastructure in Saudi Arabia, Qatar, and the UAE. * Oil prices surged over 5%, reaching $108 a barrel amid fears of supply disruptions. * Escalations indicate a prolonged conflict affecting oil and gas infrastructure across the Middle East.
272. https://eraoflight.com/2026/03/23/trump-warns-tehran-to-fully-open-hormuz-or-face-obliteration-as-iran-israel-trade-nuke-plant-strikes/ - * Trump warns Iran of obliterating power plants if Hormuz is not fully open within 48 hours. * Iran targets Israel’s Dimona nuclear facility in response to Natanz strike, injuring at least 39. * Iran’s Natanz nuclear site suffers attack, no radiation leakage reported. * Iran fires missiles at Diego Garcia, a US-UK military base, with one missile failing to hit. * 23 allied nations signal support to secure transit through the Strait of Hormuz. * US claims to have degraded Iranian military capability in the region, including the Strait of Hormuz. * President Trump’s rhetoric escalates with threats of destruction if Iran does not open Hormuz; Iran warns of broader responses. * Iran’s military strategy shifts towards broader retaliation, targeting multiple infrastructure sites. * UK and US increase military presence in the Indian Ocean amid threats. * Regional tensions increase, with ongoing attacks on nuclear facilities, shipping, and US interests.
273. https://eraoflight.com/2026/03/23/trump-warns-tehran-to-fully-open-hormuz-or-face-obliteration-as-iran-israel-trade-nuke-plant-strikes/ - * Trump threatens to 'obliterate' Iran’s power plants if the Strait of Hormuz is not open within 48 hours. * Iran responds by targeting Israel’s Dimona nuclear facility with missile strikes. * Iran has also launched missiles at Diego Garcia in the Indian Ocean. * US and allies mark ongoing military operations, with Iran’s threats and attacks escalating. * Diplomatic support for secure transit through Hormuz is expressed by 23 allied countries. * US military reports degradation of Iran’s threat capability in the region, targeting IRGC forces and missile sites.
274. https://www.channelnewsasia.com/business/oil-whipsaws-war-risks-energy-facilities-counter-prospect-eased-iran-sanctions-6010311 - * Oil prices fluctuated between gains and losses amid rising U.S. and Iranian threats over energy facilities. * U.S. threatened to obliterate Iran's power plants if Strait of Hormuz was not reopened, amid ongoing conflict. * Iran's parliamentary leader warned of potential irreversible damage to energy infrastructure. * The Middle East conflict has caused damage to major energy facilities and disruptions in oil shipping. * Oil production losses estimated at 7 to 10 million barrels per day in the region. * Iraqi oilfields declared force majeure; Basra Oil Company's production cut significantly. * Indian refiners consider resuming Iranian oil imports despite escalating tensions.
275. https://www.channelnewsasia.com/business/oil-whipsaws-war-risks-energy-facilities-counter-prospect-eased-iran-sanctions-6010311 - * Oil prices swung between gains and losses as investors balanced threats from the U.S. and Iran against Iran's release of seaborne oil after sanctions were temporarily lifted. * Iran's infrastructure and energy facilities risk being 'irreversibly destroyed' if attacked, escalating tensions. * U.S. President Trump threatened to target Iran's power plants unless the Strait of Hormuz was reopened. * The conflict has severely damaged Gulf energy facilities and is estimated to cause a loss of 7 to 10 million barrels of oil per day. * Iraqi oil production has been reduced, with Iraq declaring force majeure on foreign-developed oilfields.
276. https://www.energyconnects.com/news/oil/2026/march/russia-s-primorsk-oil-port-hit-by-drones-with-fuel-tank-on-fire/ - * Ukrainian drone attack damages fuel tank at Russia’s Primorsk port, a key oil export hub. * Over 50 drones destroyed during the attack, with ongoing efforts to contain the fire. * Primorsk port has previously been targeted by Ukraine, affecting oil loadings. * Ukraine has not commented on the incident; Ukraine’s military struck a Russian oil refinery in Saratov and repelled drones near other refineries. * The attack occurs amid ongoing drone and missile strikes between Russia and Ukraine, amid rising oil prices and eased sanctions.
277. https://www.energyconnects.com/news/oil/2026/march/russia-s-primorsk-oil-port-hit-by-drones-with-fuel-tank-on-fire/ - * Ukrainian drone attack at Primorsk port damages a fuel storage tank in Russia’s Baltic Sea port. * Over 50 drones destroyed by air defenses during the attack, which is ongoing. * Efforts to extinguish the fire are continuing, and personnel have been evacuated. * Primorsk is a key Russian oil export hub; previous attacks disrupted loadings in 2025. * Ukraine has not commented; recent strikes linked to ongoing Russia-Ukraine conflict, affecting oil prices amidst Middle East tensions.
278. https://www.india.com/news/world/donald-trump-us-president-white-house-strait-of-hormuz-mohammad-reza-aref-masoud-pezeshkian-iran-israel-maritime-mojtaba-khamenei-benjamin-netanyahu-8352593/ - * Iran’s representative to IMO, Ali Mousavi, states the Strait of Hormuz is open to all vessels except enemy countries. * Iranian President Masoud Pezeshkian declares Iran’s readiness to confront threats and maintains the strait’s openness. * US President Donald Trump issues a warning of potential bombing of Iran’s power plants if Iran does not reopen the strait within 48 hours. * Iranian officials, including Ismail Sakeb Isfahani and Mohammad Reza Aref, warn of regional disruptions and power crises if infrastructure is attacked. * Tensions escalate over the strategic Strait, with concerns over impacts on global oil supply and regional stability.
279. https://www.india.com/news/world/donald-trump-us-president-white-house-strait-of-hormuz-mohammad-reza-aref-masoud-pezeshkian-iran-israel-maritime-mojtaba-khamenei-benjamin-netanyahu-8352593/ - * Iran’s representative to IMO, Ali Mousavi, stated the Strait of Hormuz is open to all except 'enemy countries'. * Iran's President Masoud Pezeshkian responded to Donald Trump’s 48-hour ultimatum, emphasising Iran’s resolve. * Trump warned that the US would bomb Iranian power plants if Iran does not reopen the maritime route within two days. * Iranian officials advised citizens of Israel and Gulf countries to prepare for possible disruptions. * Iran’s First Vice President Mohammad Reza Aref warned of a regional power crisis if Iran’s infrastructure is attacked. * The dispute involves energy security, with nearly 20% of global oil passing through the Strait of Hormuz.
280. https://www.aol.com/oil-futures-face-pressure-us-161116677.html - * Oil prices increased following threats exchanged between the US and Iran over the weekend. * President Trump threatened to attack Iran's power plants if the Strait of Hormuz was not reopened within 48 hours. * Iran responded by threatening to strike US and Israeli infrastructure across the Middle East. * Brent crude rose to nearly $114 a barrel, with US WTI also higher; prices remain elevated due to tensions. * The dispute disrupted oil flows through the Strait of Hormuz, which handles 20% of the world's oil and liquefied natural gas. * Gold prices declined amid geopolitical tensions, bond yields, and expectations for monetary policy adjustments.
281. https://www.aol.com/oil-futures-face-pressure-us-161116677.html - * The price of Brent crude rose to almost $114 a barrel on Sunday before paring gains.* The US threatened to attack Iran's power plants if it failed to reopen the Strait of Hormuz.* Iran responded by threatening to strike US and Israeli infrastructure across the Middle East.* Oil prices increased amid escalation concerns, with Brent up 0.5% at $112.78, and WTI up 0.9% at $99.07 per barrel.* The conflict has disrupted flow of oil and other commodities, including helium, pharmaceuticals, and fertiliser.
282. https://www.wsls.com/news/world/2026/03/23/iran-threatens-to-attack-mideast-electrical-plants-powering-us-bases/ - • Iran’s paramilitary Revolutionary Guard announced that if power plants are attacked, Iran will retaliate by targeting electricity sources supplying US military bases. • The threat comes as US deadline on the Strait of Hormuz approaches. • Iran’s statement references retaliation against regional and US-connected infrastructure, including energy facilities. • US President Donald Trump warned that the US will target Iranian power plants if the Strait remains closed. • The incident is related to ongoing US-Iran tensions in the Middle East.
283. https://streamlinefeed.co.ke/news/global-energy-markets-teeter-on-precipice-as-hormuz-crisis-deepens - * The blockade of the Strait of Hormuz has entered its fourth week, causing global financial market panic and a supply shock of 20% of the world's petroleum and LNG. * Asian stock markets, including Japan's Nikkei 225 and South Korea's Kospi, declined sharply amid fears of prolonged disruption. * International Energy Agency chief Fatih Birol described the crisis as a combined oil, inflation, and logistical catastrophe, comparable to the 1970s crises. * Insurance premiums for tankers have increased by an estimated 400%, with an anticipated long-term supply deficit. * Kenya faces potential inflationary impacts, with fuel prices possibly rising by 20-30%, affecting transport, food distribution, and household incomes.
284. https://www.cnbctv18.com/market/petronet-lng-share-price-52-week-low-worst-month-in-nearly-two-decades-us-iran-war-qatar-energy-impact-19873247.htm - * Shares of Petronet LNG decline as much as 8% on 23 March, reaching a 52-week low.* The decline is linked to ongoing US-Iran conflict and damage to QatarEnergy's Ras Laffan complex.* QatarEnergy declared Force Majeure, affecting nearly 17% of its export capacity.* Nomura cut its price target but maintained a 'buy' rating, citing impact on near-term volumes.* The stock has dropped 26% in March, marking its worst month since October 2008.
285. https://www.chinimandi.com/fertiliser-imports-at-risk-ahead-of-sowing-season-26-sourced-from-current-hotspot-west-asia-careedge-report/ - * India’s fertiliser supply faces risks ahead of the sowing season due to ongoing conflict in West Asia, disrupting key trade routes. * Approximately 26.2% of India’s fertiliser imports originate from West Asian countries, including Jordan and Russia. * Disruptions through the Strait of Hormuz threaten energy and fertiliser supply, affecting the upcoming Kharif season. * Rising LNG prices may lead to higher fertiliser prices and increased government subsidy costs. * Geopolitical tensions pose risks to India’s energy security, fertiliser availability, and agricultural output.
286. https://www.coindesk.com/markets/2026/03/23/bitcoin-holds-usd68-300-as-gold-crashes-for-a-ninth-day-and-asian-stocks-drop - * Gold dropped for a ninth straight day to around $4,360, its longest decline in years. * Cryptocurrencies, including Bitcoin, have seen mixed performance amidst global market declines. * Gold has lost roughly 18% from recent highs; Asian equities are entering correction. * The macro backdrop includes increased bond yields, geopolitical tensions, and oil market disruptions. * Analysts suggest that the gold rally and Bitcoin decline are driven by structural shifts related to geopolitical conflicts. * The conflict in the Strait of Hormuz and oil supply shocks are influencing global markets.
287. https://www.cnbctv18.com/market/petronet-lng-share-price-52-week-low-worst-month-in-nearly-two-decades-us-iran-war-qatar-energy-impact-19873247.htm - • Petronet LNG shares drop 8% to a 52-week low amid ongoing US-Iran conflict in West Asia. • The decline follows multiple days of losses, including a 5% drop last Friday. • The company's export capacity has been hurt by QatarEnergy's declared Force Majeure due to attacks on Ras Laffan. • Infrastructure damage is expected to take 3-5 years to repair, affecting long-term contracts. • Nomura cut its FY2027 EBITDA estimates by 23%, citing impact on near-term volumes.
288. https://economictimes.indiatimes.com/news/international/world-news/us-strikes-on-irans-drone-capabilities-destroys-qom-turbine-engine-plant-amid-west-asia-conflict/videoshow/129743232.cms - ['* As fighting in West Asia intensifies, the US has increased military actions against Iran.', '* US Central Command (CENTCOM) released footage of destruction of Iran’s drone storage and attack capabilities.', "* Iran's Qom Turbine Engine Production Plant was destroyed, which produced gas turbine engines for drones and aircraft components.", '* The strikes are described as aimed at neutralising imminent threats from Iran.']
289. https://news.laodong.vn/the-gioi/duong-ong-bi-lang-quen-giai-cuu-thi-truong-dau-giua-phong-toa-hormuz-1673397.ldo - * Saudi Arabia activated the East-West pipeline in response to Hormuz Strait being nearly blocked by US and Israeli airstrikes. * The pipeline, built in the 1980s, now exports about 3.66 million barrels per day from Yanbu, representing nearly half of pre-war levels. * The pipeline offers an alternative route for oil exports, reducing pressure on the global market during the crisis. * Yanbu has become a target for attacks, showing risks to energy infrastructure. * Saudi Arabia’s oil production was cut by 2.5 million barrels per day due to conflict, while the pipeline capacity can reach up to 7 million barrels per day in emergencies.
290. https://www.radioroyal.org/news/news/starmer-to-chair-cobra-meeting-over-iran-wars-impact-on-the-economy-sky-news-understands/ - * Sir Keir Starmer to chair a COBRA meeting today with cabinet ministers and the Bank of England governor to discuss the cost-of-living impacts of the ongoing Iran war. * The meeting follows previous discussions on responses to Iranian strikes on energy infrastructure and US-Israeli strikes on Iran. * The UK government emphasises the importance of reopening the Strait of Hormuz to stabilise global energy markets. * The Iran war is causing global oil and gas prices to rise, affecting energy costs and inflation. * Economists predict inflation could reach 5%, with potential interest rate increases; the government supports fuel supply contingency plans and aid for heating oil costs.
291. https://www.brecorder.com/news/40412653/iran-points-at-tit-for-tat-retaliation-if-power-plants-targeted-statement - * Iran's Revolutionary Guards states it will target Israel’s power plants in retaliation for threats to Iran’s electricity sector. * The statement was made after US warning that Iranian power plants could be targeted. * Iran's statement indicates a tit-for-tat response involving regional power infrastructure. * The threat appears to be a response to US pressure related to the Strait of Hormuz. * The statement also mentions a potential retraction of earlier threats to desalination plants in Gulf countries.
292. https://boereport.com/2026/03/22/goldman-sachs-raises-2026-brent-crude-average-price-forecast-by-8-to-85-a-barrel/ - * Goldman Sachs increased its 2026 Brent crude oil forecast to $85 per barrel from $77, citing supply disruptions and strategic stockpiling. * The forecast for March and April 2026 was raised to $110/bbl from $98 amid market risk premiums. * The bank outlined upside risks including prolonged Strait of Hormuz disruptions and Middle Eastern supply losses. * Brent and WTI prices are expected to stay stable through 2027 at $80 and $75 respectively. * Recent prices for Brent and WTI saw slight decreases, and Iran threatened energy and water system strikes against Gulf neighbours amid US tensions.
293. https://boereport.com/2026/03/22/crude-oils-catch-22-pricing-for-trump-taco-trade-makes-it-less-likely-russell/ - * The article discusses how crude oil futures markets are pricing in an early resolution to the conflict in the Middle East, particularly the Strait of Hormuz, influencing supply expectations. * Market is also factoring in President Trump's potential to avoid escalation ('TACO' trade), which could prolong the conflict. * Prices for Brent crude have risen significantly, with recent trading around $111.81 per barrel, nearing levels seen during the Russia-Ukraine conflict. * The conflict has caused substantial disruptions in crude flow from the Gulf, risking supply losses of at least 12 million barrels per day. * Potential outcomes include prolonged conflict and increased oil prices, with notable effects on Asian refined products, especially jet fuel.
294. https://peakoil.com/production/philippines-energy-chief-warns-of-fuel-depletion-as-iran-war-disrupts-global-oil-supply - * Philippines Energy Secretary Sharon Garin warns of potential fuel supply shortfall due to Middle East tensions. * The Philippines has enough fuel for April but is exploring alternative sources amid global supply uncertainty. * Disruption risks from shipping constraints in the Strait of Hormuz, affecting about 20% of world’s oil. * The government considers securing 1 to 2 million barrels of oil as contingency reserves. * Rising fuel prices already impact transport operations, prompting planned strikes and protests.
295. https://www.tehrantimes.com/news/524866/Strait-of-Hormuz-Where-geography-challenges-advanced-military - * Iran's ability to control access to the Strait of Hormuz persists despite military strikes and conflicts. * US and Israel have conducted strikes against Iranian naval assets, but Iran continues to influence the strait. * President Trump issued a threat to destroy Iran’s power plants if the strait is not reopened within 48 hours. * Iran denies closing the strait completely, controlling ships selectively based on their countries' actions. * The situation remains tense, with potential for escalation or negotiated resolution, highlighting the strategic importance of the region.
296. https://www.brecorder.com/news/40412653/iran-points-at-tit-for-tat-retaliation-if-power-plants-targeted-statement - * Iran states it will retaliate if its electricity sector is attacked, targeting Israel's and regional US bases' power plants. * The Revolutionary Guards' statement appears to retract earlier threats to desalination plants. * US President Donald Trump warned Iran that Iranian power plants would be targeted if Strait of Hormuz was not opened. * Iran's response emphasizes retaliation at the same level of threat. * The statement was made by the Revolutionary Guards, reflecting escalating tensions in the regional power struggle.
297. https://www.tehrantimes.com/news/524871/Trump-digging-himself-a-bigger-grave-over-Hormuz-Strait - * U.S. President Donald Trump threatened to attack Iran's power plants if the country does not allow all ships to pass through the Strait of Hormuz within 48 hours. * Iran has restricted passage through the Strait following recent conflicts involving the US, Israel, and Iran, with some vessels from China, Turkey, Pakistan, and India permitted. * International law considers attacks on civilian energy infrastructure, including power plants, as war crimes. * Iran has warned that any attack on its energy infrastructure would be met with large-scale counterattacks. * Iran's officials stated that the Strait is only closed to threats and that it remains under their "smart control".
298. https://www.tehrantimes.com/news/524869/Iran-to-deliver-decisive-response-to-Trump-s-reckless-threats - * Iranian officials and figures threaten retaliation against US threats to destroy Iranian power plants if the Strait of Hormuz remains closed. * President Masoud Pezeshkian declares Iran's resilience and readiness for proportional escalation. * Iranian Parliament Speaker Mohammad-Baqer Qalibaf warns that attacking Iranian energy infrastructure will result in irreversible destruction of regional vital infrastructure. * The Khatam al-Anbiya Headquarters outlines a plan to seal the Strait of Hormuz, target Israeli infrastructure, regional companies with US shareholders, and neutralise US bases. * Regional water security is identified as a vulnerability, with destruction of power plants affecting desalination and water supply. * Iranian officials emphasise that attacking infrastructure constitutes a violation of Geneva Conventions and criticise US actions as distractions from domestic scandals.
299. https://www.ewn.co.za/2026/03/23/wti-crude-oil-prices-up-following-trump-ultimatum-on-iran - * WTI crude oil price increased by 0.44% to $98.66 per barrel following US President Trump's 48-hour ultimatum to Iran. * Trump demanded Iran reopen the Strait of Hormuz or face destruction of its energy infrastructure. * The US and Iran issued threats as the war entered its fourth week, affecting global oil markets. * Oil prices have surged from previous levels due to the blockade of the Strait of Hormuz, a major shipping route. * Iran threatened to target US energy and desalination infrastructure in response.
300. https://streamlinefeed.co.ke/news/energy-markets-fracture-as-iran-war-triggers-global-supply-crisis - * Oil prices surpassed 100 USD (KES 13,000) per barrel following escalation in US-Israel conflict with Iran. * The International Energy Agency (IEA) warns the energy crisis is worse than 1970s shocks, with a loss of 11 million barrels of oil daily. * Natural gas shortfalls reach 140 BCM, exceeding Ukraine crisis losses. * Market impact includes WTI crude rising 1.8%, with over 1,000 casualties reported in regional conflict. * The crisis threatens global supply chains, particularly through the Strait of Hormuz, with regional and global economic implications.
301. https://www.tehrantimes.com/news/524866/Strait-of-Hormuz-Where-geography-challenges-advanced-military - * Iran maintains control over the Strait of Hormuz despite US-Israeli military actions. * The conflict has led to soaring oil prices and concerns over global oil shipping. * US President Trump issued a threat to destroy Iran's power plants if the strait is not reopened. * Iran denies closing the strait, allowing passage for neutral ships while restricting those from attacking countries. * Geographical factors and strategic control remain critical in the ongoing conflict.
302. https://www.tehrantimes.com/news/524859/Strait-of-Hormuz-closure-would-trigger-global-economic-shock - * Experts warn that the potential closure of the Strait of Hormuz could severely impact the global economy. * The Strait is a critical chokepoint for approximately one-fifth of global petroleum and LNG shipments. * A month-long closure could reduce global GDP growth by 1.5 to 2 percentage points and cause major economies to enter recession. * The crisis is attributed to escalated military tensions involving the US, Israel, and Iran. * International agencies warn that conflicts could threaten energy production and transportation, escalating global inflation and economic instability.
303. https://investinglive.com/news/irgc-says-ready-to-respond-to-any-threat-with-same-level-of-disruption-and-force-20260323/ - * IRGC states they are prepared to respond to threats at the same level of disruption. * Iran references potential strikes on electricity and power plants, including Israel's and US bases. * Response relates to US warnings and an ultimatum issued by Trump, with a 48-hour deadline. * Likely targets include Bushehr nuclear power plant or Damavand gas plant. * Iran warns of targeting key infrastructure, such as water desalination facilities, in the Gulf region.
304. https://www.tehrantimes.com/news/524869/Iran-to-deliver-decisive-response-to-Trump-s-reckless-threats - * Iran rejects Washington's threats to obliterate Iranian power plants, emphasising readiness for escalation.* Iranian officials and military announce a plan to seal the Strait of Hormuz and target US and regional infrastructure.* Iran's leadership warns of destructive retaliation if attacked, including damaging energy and ICT infrastructure.* Regional water security vulnerabilities, reliant on desalination plants, are highlighted as potential consequences of conflict.* Iran condemns US threats, framing them as reckless and a violation of international conventions.
305. https://www.tehrantimes.com/news/524854/U-S-and-Israeli-energy-sites-across-the-region-in-Iran-s-crosshairs - * Iran’s response to US threats warns of retaliatory strikes on energy infrastructure, including Israeli power plants. * Iran's military capabilities include ballistic missiles, unmanned aerial systems, and electronic warfare. * Iran has targeted US positions and strategic sites in response to previous strikes. * The Strait of Hormuz remains open to international shipping, excluding hostile nations. * Analysts warn that attacks could disrupt global energy markets and increase oil prices.
306. https://www.tehrantimes.com/news/524870/The-contradictions-of-power-Trump-the-Strait-of-Hormuz-and - * The joint US and Israeli assault on Iran in early 2026 has led to unprecedented disruption in the Strait of Hormuz, affecting global oil circulation. * Iran has not closed the strait physically but has created calibrated uncertainty through drone patrols and missile threats, altering shipping risk and insurance costs. * Higher oil prices and shifting logistics demonstrate a realignment of strategic power, with Iran leveraging geographical and infrastructural vulnerabilities rather than engaging in full blockade. * The US and allies face limitations in restoring guaranteed passage, exposing the constraints of military superiority in controlling regional commerce. * The broader system of global oil trade and circulation is now openly contested, with implications for energy markets, financial systems, and regional stability.
307. https://en.mehrnews.com/news/242856/Trump-s-ultimatum-and-the-reality-he-doesn-t-know - * Iran's military warning in response to US threats over the Strait of Hormuz targets vital US and Zionist infrastructure. * Iran emphasises its indigenous capabilities and deterrent power, warning of precise attacks on information technology and energy infrastructure. * Iran states its response will be strategic, involving cyber and hybrid warfare capabilities. * The warning risks establishing a new regional strategic balance, asserting Iran's readiness to defend its red lines. * Iran warns that any US or allies’ aggression could cause global energy market shocks and escalate to a large-scale conflict.
308. https://investinglive.com/news/yields-continue-to-soar-higher-as-inflation-fears-permeate-across-markets-20260323/ - * US-Iran conflict in the Middle East escalates, affecting energy markets and global economies. * US President Trump issues a warning for Iran to reopen the Strait of Hormuz; Iran responds with escalation threats. * Higher oil prices due to ongoing conflict increase inflation fears, impacting bond markets worldwide. * 10-year US Treasury yields rise to 4.41%, UK gilt yields near 5%, European bund yields reach 3.05%. * Gold and silver prices decline by around 3% amidst market volatility and concerns over margin calls.
309. https://www.livemint.com/market/commodities/oil-prices-skyrocket-60-in-a-month-amid-middle-east-tensions-can-they-hit-130-in-near-term-11774237709167.html - * Brent crude prices increased by over 60% since the US–Iran–Israel conflict began, reaching around $112 per barrel. * US WTI and MCX crude also saw significant gains, driven by disruptions in key supply routes and energy infrastructure. * Iran and Iraq announced operational disruptions, contributing to supply shocks. * Goldman Sachs raised its 2026 forecast for Brent to $85 and WTI to $79, with potential prices reaching $135 in risk scenarios. * Technical analysis suggests Brent could extend towards $130–135 if upward momentum continues with prices holding above $100.
310. https://en.mehrnews.com/news/242856/Trump-s-ultimatum-and-the-reality-he-doesn-t-know - * Iran issues strategic warning against US threats to target its energy infrastructure. * The response emphasises the use of cyber and information technology capabilities. * Iran states it will retaliate against US and Israeli targets if attacked. * The warning aims to establish a new strategic balance in West Asia. * The article discusses potential global energy market impact and regional security implications.
311. https://www.globalbankingandfinance.com/morning-bid-course-trump-countdown/ - * Middle East conflict escalates, involving Iran and the US, with threats to close the Strait of Hormuz and target infrastructure. * Oil prices fluctuate, with Brent oil up 0.5% and futures indicating high prices are likely to persist. * Global shortages of jet fuel, bunker fuel, and fertiliser emerge due to geopolitical tensions. * US Treasury yields reach eight-month highs, increasing borrowing costs. * Stock markets in Asia and Europe decline amid geopolitical and energy market concerns. * Key economic events include ECB, EU, and US economic data releases.
312. https://en.mehrnews.com/news/242848/Iran-warns-of-harsh-response-if-power-plants-are-targeted - • Iran's spokesman warns of punitive measures if its power plants are targeted. • The statement references threats made by the US regarding the Strait of Hormuz. • Iran states it would close the Strait of Hormuz if threatened. • The warning includes potential attacks on energy infrastructure in Palestine and regional countries hosting US bases. • Iran asserts it has not started the conflict but will defend its interests if attacked.
313. https://www.livemint.com/market/commodities/oil-prices-skyrocket-60-in-a-month-amid-middle-east-tensions-can-they-hit-130-in-near-term-11774237709167.html - * Brent crude prices increased by over 60% since the start of the US–Iran–Israel conflict, reaching around $112 per barrel. * Crude oil prices have risen approximately 56% in the past 30 days, driven by disruptions in supply routes and attacks on energy infrastructure. * Iran's threats and Iraq's force majeure declaration have contributed to a supply shock, with Iran's oil output significantly reduced. * Goldman Sachs forecasted Brent crude to average $85 in 2026 and possibly reach $135 in a risk scenario if disruptions persist. * Technical analysis indicates prices could extend to $130–135 if Brent holds above $100 and resistance at $120 is surpassed.
314. https://timeskuwait.com/iea-chief-warns-of-triple-energy-shock-as-hormuz-closure-threatens-global-economy/ - * Head of the International Energy Agency warns of a severe global economic and energy crisis. * The warning comes as tensions escalate due to the US-Israel war against Iran and the closure of the Strait of Hormuz. * The IEA chief describes the situation as an unprecedented threat to global stability. * The crisis is compared to the 1970s oil crisis and the fallout from the Russian invasion of Ukraine. * The unfolding scenario is characterised as a compounded global shock with multiple energy crises.
315. https://newscats.org/iran-threatens-to-shut-down-strait-of-hormuz-target-gulf-energy-infrastructure-as-war-escalates - ['* Iran issued a warning that it could completely shut the Strait of Hormuz and retaliate against Gulf energy infrastructure following escalating tensions with the US and Israel.', "* President Trump issued a 48-hour ultimatum demanding Iran fully reopen the strait, warning of potential military strikes on Iran's power plants.", '* The crisis involves military actions, regional instability, and economic consequences, including surging oil prices and slowed shipping through Hormuz.', '* The conflict has resulted in over 2,000 deaths, with attacks near Israel, Lebanon, and Iran, raising fears of regional and global escalation.', '* The situation presents a high-stakes strategic and economic dilemma, affecting global energy flows and markets.']
316. https://peakoil.com/business/goldman-sachs-oil-prices-could-exceed-2008-peak-as-iran-war-supply-shock-deepens - * Goldman Sachs warns oil prices could surpass 2008 high due to supply disruptions from Iran conflict. * Tensions in the Middle East, entering third week, disrupt energy production and Strait of Hormuz shipping. * Brent crude briefly rose above US$119, with risks tilted to the upside through 2027. * Oil may recover to US$70 per barrel by late 2026, but uncertainty remains over shipping lanes and damage. * Geopolitical shocks are affecting global markets via supply disruptions, inflation, and financial tightening.
317. https://thewest.com.au/business/the-economist/the-economist-even-the-best-case-scenario-for-energy-markets-is-disastrous-c-22031855 - * The Gulf war's fourth week impacts oil and LNG shipping through the Strait of Hormuz. * Oil prices, such as Brent crude, have increased by 54%, and European gas prices by 85%. * Market expectations suggest normalisation could occur by May if hostilities cease. * Gulf countries cut crude output by 10 million barrels per day, with full recovery taking 2-4 weeks. * Qatar’s LNG plant damaged, with repairs estimated to take 3-5 years and equipment purging up to 7 weeks. * Shipping delays may extend up to several weeks due to attacks, damage, and insurance issues. * Fuller oil recovery depends on multiple logistical stages, with possible delays in restart times. * If Iran unblocks Strait of Hormuz immediately, global markets would still face months of undersupply. * Oil and LNG production could fall 3-4% short of demand this year, risking stock depletion and price spikes.
318. https://bitrss.com/iran-warns-of-regional-energy-strikes-after-trump-threats-over-hormuz-strait-195173 - • Trump issues a 48-hour ultimatum demanding Iran reopen the Strait of Hormuz or face attacks on power plants. • Iran warns of full closure of the Strait and retaliation against regional energy infrastructure. • Tanker traffic has dropped 90%, raising concerns over global oil supply. • Iranian officials list potential targets, including Israeli and US-linked energy assets. • Iran indicates a full closure of the Strait would follow any attack, with regional escalation risks.
319. https://www.gurufocus.com/news/8734242/goldman-sachs-raises-brent-crude-price-forecast-amid-strait-disruptions - * Goldman Sachs revises its Brent crude oil price forecast for this year to an average of $85 per barrel, up from $77. * The increase is due to ongoing disruptions in shipping through the Strait of Hormuz. * The bank's analysts also raise their 2026 forecast for WTI crude from $72 to $79 per barrel. * Natural gas shipments through the Strait are expected to operate at 5% of normal levels for six weeks, then gradually recover. * Disruptions could lead to higher oil prices, potentially surpassing the 2008 record if persisting for ten weeks.
320. https://www.ndtv.com/world-news/iran-war-news-2-million-toll-on-ships-to-pass-strait-of-hormuz-what-iran-said-11252379 - * Iran has implemented a $2 million toll for some vessels passing through the Strait of Hormuz, reflecting its control over the waterway amid war with the US and Israel. * The move follows Iran's stance of closing the strait in response to US threats and strategic tensions. * US President Donald Trump warned of targeting Iran's infrastructure if the strait is not reopened. * Iran stated the strait is open to all except its adversaries and threatened to close it if attacked. * The closure has stopped nearly all tanker traffic, affecting global oil supply.
321. https://www.ndtvprofit.com/markets/oil-prices-today-march-23-hold-steady-at-112-as-hormuz-tensions-escalate-with-trumps-ultimatum-11252355 - * Oil prices stay around $112 for Brent crude despite geopolitical tensions in Hormuz. * President Trump's threat to Iran did not cause a price spike; Iran threatens broader attacks. * Prices have increased over 50% since February due to US and Israeli strikes on Iran. * The Strait of Hormuz remains a critical chokepoint, with disrupted shipping and supply constraints. * The International Energy Agency warns of an unprecedented supply shock; US releases emergency reserves. * Geopolitical uncertainty causes persistent risk premium and market volatility.
322. https://businessday.ng/world/article/top-5-countries-reliant-on-the-strait-of-hormuz-for-oil-imports/ - * Nearly 20% of global oil consumption and about a quarter of seaborne LNG pass through the Strait of Hormuz daily. * In 2025, about 15 million barrels of crude oil per day, approximately 34% of global crude trade, moved through the strait. * China accounts for 37.7% of shipments passing through the strait, making it the largest importer. * India relies on the strait for 14.7% of its crude imports. * South Korea receives 12.0% and Japan 10.9%, both highly dependent on shipments passing through the strait. * European Union imports about 3.8%, with reliance on Gulf supplies increasing.
323. https://www.aljazeera.com/news/2026/3/15/trump-calls-for-naval-coalition-to-open-strait-of-hormuz-can-it-work?traffic_source=rss - * US President Donald Trump has called for a coalition of nations to deploy warships to secure the Strait of Hormuz following attacks on ships and Iran's pledge to keep the strait closed. * Trump urged China, France, Japan, South Korea, the UK, and NATO members to join the effort, threatening consequences for non-compliance. * Iran's military officials deny a blockade, insisting the strait remains open except to enemy vessels. * The Strait of Hormuz, only 21 nautical miles wide, is critical for global oil shipments, with no alternative maritime route. * Countries including UK, China, Japan, France, South Korea, and Australia have not committed to sending naval forces but are monitoring the situation; some negotiations with Iran are ongoing for passage.
324. https://www.fxstreet.com/news/wti-hovers-around-9800-due-to-persistent-middle-east-supply-concerns-202603230239 - ['* WTI crude prices hover around $98.10 during Monday’s Asian session due to Middle East supply concerns.', '* US President Donald Trump reportedly gives Iran a 48-hour deadline to reopen the Strait of Hormuz or face strikes.', '* Iran’s IRGC warns of shutting the Strait entirely if the US intervenes and threatens regional targets.', '* Saudi Aramco has reduced crude shipments to Asian buyers in April, disrupting flows through the Strait of Hormuz.', '* IEA Chief Fatih Birol warns the crisis could surpass 1970s oil shocks and emphasises the importance of reopening the strait.']
325. https://www.indiatoday.in/world/story/middle-east-conflict-iran-charging-ships-usd-2-million-for-passage-through-strait-of-hormuz-says-iranian-lawmaker-report-2885662-2026-03-23?utm_source=rss - * Iran is reportedly charging some merchant vessels USD 2 million to pass through the Strait of Hormuz. * The measure is framed as Iran's assertion of authority over the strategic waterway amid ongoing conflict. * The Strait of Hormuz remains effectively closed since March due to war, disrupting global oil and LNG transit. * Key nations, including Japan, India, and Pakistan, have reported passage of vessels through the strait. * Escalating tensions involve US warnings and Iran's threats to close the Strait entirely.
326. https://www.thenationalnews.com/business/energy/2026/03/23/iran-war-lpg-hormuz-india/ - * Approximately 90% of India’s LPG passes through the Strait of Hormuz. * The Iran war has effectively closed the strait, causing delays and shortages in LPG supplies. * India relies heavily on imports from Qatar, the UAE, and Saudi Arabia. * Domestic and commercial LPG supplies are affected, with increased shortages impacting hotels, restaurants, and households. * The government has taken measures including raids on hoarding, promoting alternative fuels, and increasing LPG output.
327. https://newtalk.tw/news/view/2026-03-23/1025674 - * 伊朗革命衛隊持續關閉荷姆茲海峽，推升國際油價，影響全球供應鏈。 * 高盛預計，荷姆茲海峽的石油流量將在六週內僅維持正常水平的5%，並逐步恢復。 * 高盛將2026年布蘭特原油預測從77美元調整至85美元，2024年平均價格估計為110美元。 * 遠景下，油價可能超過2008年紀錄，持續受到地緣政治摩擦影響。 * 伊朗考慮建立新的通行規範，可能收取200萬美元過路費，且美國警告伊朗須開放荷姆茲海峽。
328. https://bitcoinworld.co.in/wti-crude-oil-price-middle-east-supply/ - * WTI crude oil prices remain persistently around $98.00 due to Middle East supply risks, geopolitical unrest, and disruptions to shipping routes. * The price is supported by inventory draws, robust demand particularly from Asia, and market conditions indicating immediate supply tightness. * The spread between WTI and Brent has narrowed, reflecting global risk concerns affecting both benchmarks. * Geopolitical events, including incidents at strategic chokepoints, have increased shipping insurance premiums and underscored regional instability. * Market analysis indicates a risk premium of $8-12 per barrel pricing in supply disruption probabilities, with technical resistance around $98.00 and potential to breach $100.00 if bullish momentum continues.
329. https://www.cdns.com.tw/articles/1375889 - ['* Iran has opened a paid, approval-based shipping route within its waters for transit through the Strait of Hormuz.', '* The mechanism is led by the Islamic Revolutionary Guard Corps and involves screening and registration of ships, with at least nine ships having used the route.', '* Some vessels, including ships from India, Pakistan, Iraq, Malaysia, and China, have navigated near Iranian coastlines, with evidence of route circumvention such as turning off AIS signals.', '* The plan may be further institutionalised, requiring ships to disclose ownership, cargo destination, and possibly passing through foreign brokers.', '* Shipping safety experts warn that approval does not guarantee safety, as internal Iranian factional divisions may still pose risks of delays or detention.']
330. https://www.cdns.com.tw/articles/1375887 - * Maersk introduces new regulations requiring customers to return empty containers to specified ports in Oman and Saudi Arabia, with additional charges of 600 to 3000 USD if not adhered to.* * The new rules are effective immediately, due to changing security and port operations around the Hormuz Strait.* * Specific ports restrictions include Sohar accepting only consignments from Oman and Aqaba accepting only from Iraq.* * The measures aim to address increased operational risks in the Middle East, particularly around the Hormuz Strait.*
331. https://meyka.com/blog/march-23-strait-of-hormuz-showdown-risks-oil-shock-iea-response-2303/ - * The Strait of Hormuz is a strategic route for crude and refined products, with threats from Iran to close it, raising supply risks. * Disruption scenarios include full shutdowns and restricted lanes, impacting global and Australian fuel markets. * Australian imports of petrol, diesel, and jet fuel could face higher costs and delays; war-risk insurance premia may increase. * The IEA can coordinate emergency oil releases; Australia can support and adjust logistics and inventories. * Investors are advised to monitor energy prices, inflation, shipping data, and official statements.
332. https://www.thisdaylive.com/2026/03/23/iran-to-completely-close-strait-of-hormuz-if-trump-destroys-power-plants/ - * Iran’s Revolutionary Guards states the Strait of Hormuz will be closed if US threatens to destroy Iranian power plants. * Iran’s officials indicate infrastructure as legitimate targets if attacked. * Tanker traffic has halted, causing oil prices to surge amid Iran’s de facto blockade. * Macron calls for restraint and dialogue, emphasising the importance of free navigation and global energy security. * EU conducts diplomatic talks with Iran and regional partners to explore solutions amid escalating tensions. * India’s Hindustan Petroleum buys 3 million barrels of West African crude due to Middle Eastern oil disruptions.
333. https://www.thehindubusinessline.com/markets/commodities/saudi-aramco-cuts-oil-supply-to-asia-for-second-month-in-april/article70774270.ece - * Saudi Aramco cut crude supply to Asian buyers for the second month in April, citing the US-Israeli war with Iran disrupting trade via the Strait of Hormuz. * The company is supplying only Arab Light crude from Yanbu port, maintaining tight supplies for Asian refineries. * Crude exports in March were 4.355 million barrels per day, down from 7.108 million bpd in February. * The disruption of supply is an effort to offset the Strait of Hormuz closure, with loadings at Yanbu reaching record volumes in March. * A brief disruption at Yanbu occurred after a drone crash at SAMREF refinery.
334. https://www.thehindubusinessline.com/markets/commodities/crude-rallies-past-110-as-west-asia-tensions-hit-energy-supply/article70774267.ece - * Brent crude prices increased by over 60% since the US-Iran-Israel conflict began, reaching around USD 112 per barrel. * The rise is linked to disruptions in the Strait of Hormuz, a key global crude trade route. * Global LNG flows are affected due to damage in Qatar's infrastructure, linked to Iranian strikes. * India’s crude oil imports declined sharply in early March due to regional supply disruptions. * Major exporters like Saudi Arabia, Iraq, and the UAE experienced significant declines in export volumes.
335. https://www.cumhuriyet.com.tr/yazarlar/orsan-k-oymen/hurmuz-krizi-2488788 - * İran, Suudi Arabistan, Katar, Bahreyn, Birleşik Arap Emirlikleri, Kuveyt, Umman ve Irak’a yönelik saldırılar ve petrol tesislerinin bombalanması, Hürmüz Boğazı'nın kritik durumu, ve bölgedeki diplomatik gelişmeler belirtilmiştir.
336. https://www.businesstoday.in/india/story/lpg-shortage-oil-companies-consider-smaller-10-kg-domestic-cylinders-amid-hormuz-disruption-says-report-521770-2026-03-23?utm_source=rssfeed - * State-run oil companies are considering smaller LPG cylinders to manage limited supplies amid supply disruptions caused by the Iran crisis. * Households may receive only 10 kg of LPG in 14.2-kg cylinders to conserve stocks, aiming to extend supplies during the crisis. * LPG shipments from the Gulf are disrupted, with only two carriers crossing the Strait of Hormuz last week, affecting Indian LPG imports. * The Strait of Hormuz handles about 20% of global oil and LNG shipments; its closure affects global fuel prices and shipping. * Iran has enforced restrictions on vessels, with some Indian-flagged LPG carriers awaiting transit through the Persian Gulf.
337. https://internewscast.com/news/us/iran-imposes-2m-toll-on-tankers-putting-global-oil-flow-at-risk-in-strait-of-hormuz/ - * Iran is imposing a $2 million transit fee on some tankers crossing the Strait of Hormuz. * Iranian officials announced this measure as part of a new strategy governing the waterway. * The move coincides with warnings from US President Donald Trump about potential military action if the strait is not reopened. * Iran is creating a 'safe' shipping passage and offering vetted vessels passage for approval. * Strait traffic has decreased significantly, impacting global oil and LNG exports. * The strait normally handles about 20 million barrels of oil daily and 20% of global LNG trade, with global economic implications amid rising costs and disrupted flows.
338. https://news.robotfx.org/2026/03/alert-s-500-and-nasdaq-tumble-to-6.html - * The S&P 500 declined 1.5%, Nasdaq 100 dropped 1.8%, reaching six-month lows. * The Dow Jones fell 0.8%, hitting a four-month low on Friday. * Markets were affected by escalating Middle East conflict and rising energy prices. * Iraq declared force majeure across all oilfields, pushing crude prices higher. * Federal Reserve held interest rates steady at 3.50%-3.75%, with ongoing macroeconomic implications. * Broader market sentiment worsened, with US indices experiencing correction territory.
339. https://mediaindonesia.com/internasional/872965/krisis-selat-hormuz-starmer-dan-trump-desak-pembukaan-jalur-energi-dunia - ['*Perdana Menteri Inggris, Sir Keir Starmer, dan Presiden AS, Donald Trump, membahas pembukaan kembali Selat Hormuz untuk stabilisasi pasar energi global.', '*Sejak konflik Iran pecah pada 28 Februari, lalu lintas di Selat Hormuz menurun 95%, akibat blokade Iran setelah serangan AS dan Israel.', '*Harga minyak dunia meningkat 45% menjadi US$106 per barel akibat gangguan jalur dan ketegangan meningkat.', '*Trump mengancam akan "melenyapkan" pembangkit listrik Iran jika selat tidak dibuka dalam 48 jam; Iran bersiap menargetkan situs energi AS di kawasan Teluk.', '*Inggris meningkatkan keterlibatan militer, mengizinkan penggunaan pangkalan Inggris untuk serangan terhadap situs-situs Iran.']
340. https://ekbis.sindonews.com/read/1689539/33/konflik-timur-tengah-memanas-harga-minyak-brent-tembus-level-tertinggi-sejak-2022-1774224231 - * Oil prices soar to the highest since July 2022 due to military escalation in the Middle East. * Disruption of supply routes, especially the Strait of Hormuz, is a key factor. * Brent crude closed at USD112.19 per barrel on 20 March 2026. * US gasoline prices increased to USD3.94 per gallon, up from USD2.93. * Iranian Revolutionary Guard warns against oil flow disruption through the Strait of Hormuz.
341. https://www.ibtimes.com.au/asia-stocks-plunge-us-iran-threats-escalate-oil-surges-strait-hormuz-fears-1864054 - * Asian stock markets declined sharply amid escalated US-Iran tensions, with major indexes in Japan and South Korea falling over 5%. * The Strait of Hormuz disruptions contributed to surging oil prices, with Brent crude approaching $112 a barrel. * US President Trump issued a 48-hour ultimatum to Tehran, threatening to 'obliterate' Iran's infrastructure if shipping routes remain closed. * Iranian missile strikes injured over 150 people in Israeli cities; Israel responded with airstrikes on Iranian facilities. * Analysts warn of economic fallout including higher inflation, supply chain disruptions, and potential recession risks due to prolonged conflict.
342. https://www.business-standard.com/world-news/pandemonium-fuels-surge-in-us-yields-as-fed-rate-hike-bets-emerge-126032300077_1.html - * US yields reach highest levels in months following bond losses and oil price surge amid West Asia conflict. * Two-year yields increase 17 basis points to 3.89%, highest since July; ten-year yields rise 11 basis points to 4.39%. * Market exhibits panic as traders position for possible Federal Reserve rate hike, with a 30% chance of a hike by October. * Investors will monitor Fed officials’ remarks and upcoming bond auctions for further insights.
343. https://news.abplive.com/news/world/iran-israel-war-strait-of-hormuz-turns-flashpoint-iran-floats-2-million-transit-fee-amid-gulf-tensions-1832474 - * Iran signals potential for imposing up to $2 million transit fee for ships passing through the Strait of Hormuz. * The proposal reflects Iran's attempt to assert control and leverage its geographic position amid escalating tensions. * The Strait of Hormuz is a critical shipping route for global oil exports, raising concerns over possible disruptions. * Increased geopolitical friction involves US threats and Iranian warnings of possible shutdowns, heightening regional volatility. * The situation presents risks to international shipping, energy markets, and global trade routes.
344. https://www.berlingske.dk/internationalt/global-energichef-advarer-om-vaerste-krise-i-aartier?referrer=RSS - * The International Energy Agency (IEA) warns of the worst energy crisis in decades due to the Israel and USA military actions against Iran. * The crisis is linked to disruptions in the Hormuz Strait, a strategic chokepoint for about a fifth of global oil and gas. * Since March, shipping through the strait has decreased by about 95% due to fears of attack, affecting global oil prices. * US President Donald Trump has issued threats against Iran to open Hormuz Strait within 48 hours. * The situation has led to significant increases in oil and gas prices worldwide.
345. https://www.freemalaysiatoday.com/category/business/2026/03/23/oil-prices-up-following-trump-ultimatum-on-iran - * Oil prices increased after US President Donald Trump issued a 48-hour ultimatum to Iran to open the Strait of Hormuz. * The West Texas Intermediate (WTI) price rose 1.8% to just over US$100 per barrel; Brent crude reached US$113.44 per barrel. * The threat aimed to reopen the strait, through which 20% of global oil and gas shipments transit, after its blockade nearly halted petroleum shipments. * Iran threatened to target US and regional energy infrastructure in response to US threats. * Iran and Israel increased military actions, including missile and drone strikes, against infrastructure and ships in the Gulf region.
346. https://www.tradingkey.com/analysis/stocks/stocks-weekly/261707678-week-on-wall-street-geopolitical-tensions-drove-markets-lower-fed-held-rates-noting-inflation-risks-tradingkey - * Geopolitical tensions in the Middle East affected global oil supplies and contributed to inflation pressures.* The Federal Reserve kept interest rates unchanged at 3.50-3.75% during the March meeting, citing increased uncertainty.* US equity markets declined, with the S&P 500 down 5.1% year-to-date, amid elevated volatility.* Sector performance was mixed, with energy outperforming and cyclical sectors underperforming.* US fund flows indicated a flight to safety, with bond and international equity inflows and US equity outflows.
347. https://www.freemalaysiatoday.com/category/world/2026/03/23/iea-chief-warns-global-economy-faces-major-threat-from-strait-of-hormuz-crisis - * The International Energy Agency chief Fatih Birol stated the global economy faces a 'major threat' due to the Middle East war and energy crisis. * Birol compared the current crisis to those of the 1970s and Russia’s 2022 invasion of Ukraine. * He highlighted that the crisis involves two oil crises and one gas crash combined. * The US and Tehran have exchanged threats over the Strait of Hormuz, which handles around 20% of the world's oil and gas shipments. * The Strait's blockade has nearly halted petroleum shipments, affecting global supply and pushing oil prices above US$100 per barrel.
348. https://seekingalpha.com/article/4879953-politics-and-the-markets-032326?source=feed_all_articles - * US threatens to attack Iran's power plants if Iran does not fully open the Strait of Hormuz within 48 hours. * The statement is made by Donald Trump on Truth Social. * Trump indicates a potential reconsideration if Iran or others interfere with ship passage. * Markets suggest disruptions at the Strait could persist into the second quarter, with a re-normalisation probability rising from 39% in mid-May to 59% by July 1. * The focus is on critical maritime chokepoints and potential military escalation involving Iran.
349. https://timesofindia.indiatimes.com/blogs/ashoks-statecraft/iran-the-strait-of-hormuz-and-the-oil-shock-energy-security-at-the-centre-of-a-new-global-contest/ - * The escalation in the Middle East is affecting the global energy system, combining regional war, Ukraine conflict, and major power rivalries. * Nearly 51% of global crude oil and 56% of natural gas are produced by conflict-affected regions from the Gulf to Eastern Europe. * Around 20 million barrels of oil pass daily through the Strait of Hormuz, a key energy chokepoint. * Disruptions in Hormuz could impact Asian countries first and cause global prices and inflation to rise. * The crisis benefits Russia, Iran, and China by potentially increasing energy revenues and market influence. * The US maintains naval presence to ensure maritime security, while China diversifies supply chains. * Regional Middle Eastern economies rely heavily on energy exports; disruptions could lead to instability. * India and Asia-Pacific nations are highly vulnerable to shipping and supply shocks. * The conflict's outcome may depend on the Strait of Hormuz's status, influencing global power dynamics.
350. https://bitcoinworld.co.in/saudi-aramco-asia-oil-supply-cuts-april/ - * Saudi Aramco implemented significant Asia oil supply cuts for April, following similar reductions in March. * The cuts target term contract volumes to major Asian importers including China, Japan, and South Korea. * The decision aligns with OPEC+ output agreements and aims to manage global market balance. * The supply reductions have contributed to market tightening and increased backwardation in crude prices. * These actions impact regional refiners, freight rates, and global trade flows, reinforcing Saudi Arabia's role in global oil strategy.
351. https://bitcoinworld.co.in/gbp-usd-price-forecast-decline/ - * The GBP/USD currency pair has fallen below the critical 1.3350 support level in March 2025, triggering technical alarms. * Technical indicators such as the death cross and RSI at 32 highlight extended downward momentum. * US dollar strength is driven by hawkish Fed policies, resilient economic data, and geopolitical tensions. * UK economic data shows contraction and political uncertainty, contributing to pound vulnerabilities. * Market sentiment indicates increased downside risk, with traders hedging against further declines.
352. https://internewscast.com/news/us/iran-imposes-2m-toll-on-tankers-putting-global-oil-flow-at-risk-in-strait-of-hormuz/ - * Iran is levying a $2 million transit fee on some tankers passing through the Strait of Hormuz. * The measure indicates a shift in Iran’s strategy, with comments from Iranian officials and threats from US President Donald Trump. * Iran has set up a 'safe' shipping passage in the strait, offering vetted tankers passage in exchange for approval, including payments. * Maritime traffic through the strait is near collapse, with only 16 crossings recorded over the past week. * The strait normally handles 20 million barrels of oil daily and 20% of global LNG trade, with closures impacting global markets.
353. https://www.fxstreet.com/news/us-dollar-index-edges-higher-above-9950-on-middle-east-tensions-hawkish-fed-202603230408 - - The US Dollar Index (DXY) trades near 99.65 during early European trading hours. - Gains in the DXY are driven by escalating geopolitical tensions in the Middle East and a hawkish stance from the US Federal Reserve. - Iranian President Masoud Pezeshkian and military threats heighten tensions, potentially boosting safe-haven currencies. - Rising energy prices due to US-Israeli conflict fuel inflation fears, prompting a hawkish Fed response. - Market focus is on the US PMI data due Tuesday, which could influence the DXY movement.
354. https://tparkin.substack.com/p/interest-rate-hikes-inevitable-or - * The Bank of Canada’s two-year bond yield dropped, predicting a 75 basis point increase in the overnight rate by year-end, but only a 20% chance of a hike next month. * Higher interest rates could harm jobs in Canada, where 110,000 jobs were lost since December 2022. * Interest rate hikes aim to reduce demand but will not increase oil production, which is driven by geopolitical conflicts. * Oil prices have risen due to attacks in the Persian Gulf, with no impact expected from rate hikes. * Managing inflation caused by oil supply shocks is crucial to minimise economic damage.
355. https://bitcoinworld.co.in/iea-birol-middle-east-severe-warning/ - * Fatih Birol, IEA Executive Director, warns of a ‘severe’ energy situation in the Middle East due to escalating tensions and regional conflict. * His assessment was made during a quarterly briefing in Paris on March 15, 2025. * Middle East accounts for 30% of global oil production and 40% of conventional oil reserves, with regional tensions risking supply disruptions. * Key chokepoints like the Strait of Hormuz, handling 21% of global oil trade, are vulnerable to disruption. * Infrastructure vulnerabilities and budget delays in modernization contribute to concerns over physical and cyber threats to oil facilities.
356. https://www.thisdaylive.com/2026/03/23/iran-to-completely-close-strait-of-hormuz-if-trump-destroys-power-plants/ - • Iran's Revolutionary Guards announced the Strait of Hormuz would be closed if the US destroyed Iran’s power plants. • Iran's officials stated that vital energy infrastructure would be considered legitimate targets. • Tanker traffic has halted due to Iran’s de facto blockade, causing a surge in oil prices. • Macron called for restraint and dialogue in the Middle East. • EU officials engaged in diplomatic talks with Iran and regional countries. • India’s Hindustan Petroleum purchased 3 million barrels of West African crude amid Middle Eastern oil disruptions.
357. https://www.thehindubusinessline.com/markets/commodities/saudi-aramco-cuts-oil-supply-to-asia-for-second-month-in-april/article70774270.ece - * Saudi Aramco has cut crude supply to Asian buyers for the second month in April.* The cut follows disruptions caused by the US-Israeli conflict with Iran via the Strait of Hormuz.* The company is exporting only Arab Light crude from Yanbu port to term customers, maintaining tight supplies to Asian refineries.* Crude exports in March decreased to 4.355 million barrels per day from 7.108 million bpd in February.* Oil loadings at Yanbu were briefly disrupted after a drone crash at SAMREF refinery.
358. https://www.thehindubusinessline.com/markets/commodities/crude-rallies-past-110-as-west-asia-tensions-hit-energy-supply/article70774267.ece - * Brent crude prices increased by over 60% since the US-Iran-Israel conflict began, reaching USD 112 per barrel. * Disruptions in the Strait of Hormuz caused severe global supply shocks. * Attacks on Qatar’s LNG infrastructure damaged about 17% of its export capacity. * India’s crude oil imports declined sharply due to regional disruptions. * Major oil suppliers such as Saudi Arabia, Iraq, and UAE saw significant export volume reductions.
359. https://timesofoman.com//article/169764-indian-injured-from-falling-missile-debris-in-abu-dhabi - * An Indian national sustained minor injuries in Abu Dhabi due to falling debris after UAE's air defence systems intercepted a ballistic missile. * Incident occurred in Abu Dhabi's Al Shawamekh area. * UAE's air defence systems intercepted 4 ballistic missiles, 25 UAVs, and other aerial threats from Iran amid ongoing conflict. * Total interceptions since conflict escalation include 1,773 UAVs, 15 cruise missiles, and 345 ballistic missiles. * The incident is part of broader military responses by UAE to Iranian aerial attacks.
360. https://timesofoman.com//article/169769-iranian-military-warns-to-indefinitely-close-strait-of-hormuz-if-us-bombs-energy-facilities - * The Iranian Armed Forces threaten to indefinitely close the Strait of Hormuz if US bombs Iranian energy facilities. * Iran’s Parliament Speaker warns US against attacking Iranian energy and critical infrastructure. * Iran's military states that all energy and oil infrastructure in the region would be considered legitimate targets. * The US announces destruction of Iranian naval targets threatening shipping near the Strait. * Israeli Defence Forces launched strikes on Iranian targets in Tehran following Iran's ballistic missile attack on Israel. * Damage reported at several locations in Israel, with no serious injuries. * Israeli Prime Minister Netanyahu states US and Israel will continue action against Iran.
361. https://www.straitstimes.com/world/middle-east/trump-and-iran-hurl-war-threats-with-hormuz-crisis-building - * US President Donald Trump issued a two-day deadline for Iran to reopen the Strait of Hormuz or face bombing threats. * Iran responded that it would close the Strait completely if its power facilities are attacked. * The Strait, a key route for 20% of global oil and liquefied natural gas, has been effectively shut since the US and Israel attacked Iran. * Tensions resulted in sharp oil price fluctuations, with Brent surging over 50% since late February. * Ongoing military actions include targeting energy infrastructure and exchanges of missile and drone fire between Iran and Israel.
362. https://www.dawn.com/news/1984492/tehran-refuses-to-back-down-as-hormuz-remains-global-pain-point - * Iran's president emphasised Iran's commitment to keep the Strait of Hormuz open to all except enemies. * Iran threatened to close the strait if its infrastructure is attacked. * US military and political actions include lifting sanctions and threats of escalation. * Iran carried out missile strikes against Israel, injuring over 100 people. * Gulf states condemned Iran's claims of responsibility for attacks and faced their own attacks. * US, UK, and European nations discussed efforts to keep the strait open amid tension. * Iran's military evidence shows ongoing conflict with Israel, affecting regional stability.
363. https://indianexpress.com/article/opinion/columns/in-west-asia-an-unknown-endgame-a-distant-peace-and-missing-statesmen-10595681/ - * The ongoing conflict in the Middle East involves Iran, Israel, and the US, with conflicting claims of success from each side. * The assassination of Iranian Supreme Leader Ali Khamenei three weeks ago has led to significant regional disruptions. * The Strait of Hormuz has been closed, causing supply disruptions and a potential rise in global oil prices up to $200 per barrel. * Countries neighbouring Iran, including Gulf Arab nations, must reassess their strategies and relationships, especially concerning their domestic minority populations. * The US and Israel are reconsidering their regime change strategies in Iran amid weakened Iranian proxies and domestic instability.
364. https://indianexpress.com/article/world/us-news/iran-threatens-gulf-water-energy-retaliation-trump-ultimatum-hormuz-crisis-10595858/ - * Iran warns it will target energy and water facilities in Gulf countries if attacked by the US. * Iranian officials threaten to close the Strait of Hormuz if its power plants are attacked. * The threat raises concerns over disruption to water and electricity supplies in Gulf countries. * Fighting continues in the region, with Israel striking military sites in Tehran and Tel Aviv. * Oil prices have increased amid fears of supply disruptions related to the Strait of Hormuz.
365. https://focus.ua/voennye-novosti/748041-voyna-s-rf-bpla-porazili-neftenalivnoy-terminal-v-morskom-portu-primorska-video - * On 23 March, UAVs attacked the seaport in Primorsk, Leningrad region, Russia. * The attack resulted in a fire at the oil terminal reservoir, with personnel evacuated. * The Russian air defence and electronic warfare systems destroyed over 50 drones during the attack. * Primorsk is one of Russia's largest export oil terminals on the Baltic, with a capacity of up to 75 million tonnes of oil annually. * The Ukrainian side did not comment on the attack at the time of publication. * Previous drone attacks targeted Saratov, Engels, Tolyatti, and an aluminium plant.
366. https://tass.com/world/2105441 - * Iran officials stated it will respond asymmetrically to threats against critical infrastructure, with responses several times greater than inflicted damage. * Iran previously responded to an attack on the Assaluyeh energy network. * US President Donald Trump warned of destroying Iran’s power plants if Strait of Hormuz is not opened; Iran warned of retaliatory strikes on US energy and information infrastructure. * The event involves military escalation and threats concerning energy infrastructure in Iran and the region.
367. https://www.cumhuriyet.com.tr/yazarlar/orsan-k-oymen/hurmuz-krizi-2488788 - • İran'a karşı ABD ve İsrail saldırıları sonucu bölgesel çatışma yaşanmakta. • İran, Suudi Arabistan, Katar, Bahreyn, Birleşik Arap Emirlikleri, Kuveyt, Umman ve Irak’a saldırmakta, petrol ve doğalgaz tesislerini bombalamakta. • Hürmüz Boğazı trafiği İran ve Umman tarafından kapatılmakta, uluslararası deniz geçişleri etkilenmekte. • Boğazdaki krizde Umman kilit konumda, taraflar arasında ikilem yaşanmakta. • Hürmüz Boğazı’ndan yaklaşık %20 doğalgaz ve %25 petrol taşınmakta, bu da küresel ekonomi üzerinde etkili olmakta.
368. https://www.kmbc.com/article/iran-campaign-is-ahead-or-on-plan/70815858 - * The US Central Command's leader states Iran's campaign is 'ahead or on plan'. * Israeli military begins large-scale strikes on Iranian infrastructure early Monday. * US military build-up continues with thousands of additional Marines deployed to the Middle East. * President Trump issues an ultimatum for Iran to reopen the Strait of Hormuz within 48 hours. * Several countries in the Gulf region, including Iran, Lebanon, Israel, Bahrain, Kuwait, and the UAE, experience missile threats and attacks with casualties reported. * The conflict has resulted in over 1,500 deaths in Iran, 1,000 in Lebanon, and US military casualties, causing displacement and regional instability.
369. https://www.benzinga.com/markets/prediction-markets/26/03/51397969/us-ground-troops-to-enter-iran-soon-odds-climb-on-crypto-prediction-market-in-a-week-a - * Odds of US ground invasion of Iran increased on a cryptocurrency prediction market, reaching 57% for end of April and 72% before year-end. * Nearly $23 million wagered on the outcome, with military entering Iran's land territory qualifying. * US military deployment includes up to 2,500 Marines; President Trump claims military objectives are nearly complete. * Iran's foreign minister states Iran is prepared for potential US invasion and is waiting. * The conflict impacts the Strait of Hormuz, disrupting oil shipments, increasing crude prices, and causing market instability. * Trump issues a 48-hour ultimatum for opening the Strait; warns of strikes on Iranian infrastructure, Iran warns of severe consequences.
370. https://www.benzinga.com/news/politics/26/03/51397936/loud-explosions-tehran-iran-warns-gulf-energy-retaliation-trump-power-grid-dow-futures-flat - * Explosions reported across Tehran, resulting in blackout in Khorramabad, according to Al Jazeera. * Iran warns Gulf neighbours it would target energy, water, and IT infrastructure if attacked. * Iranian officials state that the Strait of Hormuz would be closed if Iranian energy infrastructure is attacked. * Oil prices surged, with WTI crude rising 0.42% to $98.64 per barrel. * Stock futures remained largely unchanged, Dow futures rose 0.02% to 45,903.
371. http://www.ecns.cn/world/2026-03-23/detail-ihfaunkv7718151.shtml - * The United States threatened to obliterate Iran's power plants within 48 hours over the Strait of Hormuz issue. * Iran warns of countermeasures and threats to energy infrastructure amid escalating tensions. * U.S. and Israel conducted strikes in Iran, targeting Tehran, Karaj, Isfahan, and Natanz. * Iran's Natanz nuclear facility was bombed, and the IAEA calls for military restraint. * Saudi Arabia declared Iranian military officials persona non grata amid regional tensions. * Ongoing cross-border attacks, missile strikes in Israel and Saudi Arabia, and regional escalation noted.
372. https://internewscast.com/news/us/iran-imposes-2m-toll-on-tankers-putting-global-oil-flow-at-risk-in-strait-of-hormuz/ - * Iran has established a $2 million transit fee for some vessels crossing the Strait of Hormuz. * The measure aims to tighten Iran’s control over the strategic waterway. * The US warned Iran to reopen the strait within 48 hours, threatening military action. * Iran is offering vetted passage for a fee, with several countries in negotiations. * The Strait normally handles 20 million barrels of oil daily, with its closure impacting global energy markets.
373. https://meyka.com/blog/march-23-strait-of-hormuz-showdown-risks-oil-shock-iea-response-2303/ - ["* Iran's warning to close the Strait of Hormuz raises risk of oil shock, affecting crude and refined product flows.", '* The IEA prepares for coordinated emergency oil releases amid potential disruption scenarios.', '* Australia, heavily dependent on imports of petrol, diesel, and jet fuel, faces higher import costs and supply delays.', '* Full shutdown risks sharp price jumps and rationing, while restricted traffic increases market volatility.', '* Australian authorities may implement fuel rationing during a declared emergency, supported by IEA actions and logistics adjustments.']
374. https://internewscast.com/local-news/us-central-command-confirms-iran-campaign-progress-ahead-or-on-plan-says-leader/ - * The US Central Command's leader states their campaign against Iran is progressing as planned or ahead of schedule. * The statement coincides with Israeli military assaults on Iranian-linked infrastructure. * Iran issued warnings of potential attacks on US and Israeli energy and infrastructure sites. * The conflict has resulted in over 1,500 deaths in Iran, over 1,000 in Lebanon, 15 in Israel, and 13 US military personnel. * US officials describe Iran’s military actions as signs of desperation and deliberate targeting of civilian sites. * US and Israel focus on targeting missile and drone manufacturing sites. * US Central Command indicates the campaign is "ahead or on plan".
375. https://www.thisdaylive.com/2026/03/23/iran-to-completely-close-strait-of-hormuz-if-trump-destroys-power-plants/ - *Iran’s Revolutionary Guards announced that the Strait of Hormuz would be totally closed if the US threatened to destroy Iran’s power infrastructure.* *Iran’s officials, including President Masoud Pezeshkian and Parliament speaker Mohammad Bagher Ghalibaf, responded to US threats with warnings of irreversible destruction and closure.* *The US issued a 48-hour ultimatum to Iran, and tanker traffic through the waterway has halted, causing a surge in global oil prices.* *French President Emmanuel Macron called for restraint and diplomatic dialogue, emphasising the importance of restoring navigation rights and avoiding escalation.* *EU diplomatic efforts included phone talks on the war in the Middle East and threats to attack civilian infrastructure.* *India’s Hindustan Petroleum purchased 3 million barrels of West African crude, seeking alternatives due to disruptions in Middle Eastern oil shipments.*
376. https://businessday.ng/news/article/europe-turns-to-dangote-refinery-as-jet-fuel-crisis-deepens/ - * Europe faces a severe jet fuel deficit due to disruptions around the Strait of Hormuz, leading to record-high prices and increased reliance on alternative imports, including Nigeria's Dangote Refinery. * Dangote began exporting jet fuel in Q2 2024, acting as a key player to supply Europe amid declining European refining capacity and closures. * The refinery offers significant quantities of jet fuel and gasoil, with exports especially relevant during Europe's supply squeeze. * The crisis highlights Europe's structural reliance on Middle Eastern exports and the impact of geopolitical tensions on energy markets. * Analysts suggest the refinery's capacity and product quality make it central to stabilising supplies in the increasingly disrupted global energy landscape.
377. https://aawsat.com/%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85-%D8%A7%D9%84%D8%B9%D8%B1%D8%A8%D9%8A/%D8%A7%D9%84%D8%AE%D9%84%D9%8A%D8%AC/5254183-%D8%A7%D9%84%D8%A7%D8%B9%D8%AA%D8%AF%D8%A7%D8%A1%D8%A7%D8%AA-%D8%A7%D9%84%D8%A5%D9%8A%D8%B1%D8%A7%D9%86%D9%8A%D8%A9-%D8%AA%D8%AA%D9%88%D8%A7%D8%B5%D9%84-%D9%88%D8%A7%D9%84%D8%AF%D9%81%D8%A7%D8%B9%D8%A7%D8%AA-%D8%A7%D9%84%D8%AE%D9%84%D9%8A%D8%AC%D9%8A%D8%A9-%D8%AA%D8%AA%D8%B5%D8%AF%D9%89 - * Saudi Arabia destroys 23 drones and intercepts two ballistic missiles launched by Iran towards the Eastern region. * Qatar reports a helicopter crash due to technical failure, killing 7 individuals. * Kuwait's air defence detects and intercepts 9 ballistic missiles and 4 drones within its airspace. * Bahrain intercepts two missiles and two drones, claiming the destruction of 145 missiles and 246 drones since hostilities began. * UAE's air defences respond to 345 ballistic and 15 cruise missiles, and 1773 drones coming from Iran. * Qatar confirms the crash of a military helicopter in its territorial waters, with 7 fatalities. * The Gulf Cooperation Council condemns Iran's attacks on the region, citing violations of international law and threats to regional security. * UK maritime authorities investigate an explosion near a commercial ship off the coast of Sharjah, amid ongoing tensions in the Strait of Hormuz.
378. https://energynow.com/2026/03/iran-warns-of-irreversible-damage-to-regional-infrastructure-if-power-plants-attacked-post-on-x/ - * Iran’s Parliament Speaker Mohammad Baqer Qalibaf states critical infrastructure in the Middle East could be ‘irreversibly destroyed’ if Iranian power plants are targeted, posted on X. * The comments follow U.S. warnings by President Donald Trump that Iranian power plants might be targeted if the Strait of Hormuz is not open within 48 hours. * Iran’s retaliation could impact regional infrastructure and increase oil prices. * The article discusses potential military and geopolitical conflict involving Iran and the US in the energy sector.
379. https://www.thehindubusinessline.com/markets/commodities/saudi-aramco-cuts-oil-supply-to-asia-for-second-month-in-april/article70774270.ece - * Saudi Aramco cuts crude supply to Asian buyers for the second month in April, following US-Israeli conflict with Iran affecting trade routes. * Only Arab Light crude exported from Yanbu port supplied to term customers, tightening supplies in Asia. * March export volume was 4.355 million barrels per day, down from 7.108 million bpd in February. * The company aims to increase exports via Yanbu to compensate for Strait of Hormuz disruptions, with March loadings expected to reach record levels. * Oil loadings at Yanbu were briefly disrupted after a drone crash at SAMREF refinery.
380. https://www.iranherald.com/news/278937843/daily-world-briefing-march-23 - *U.S. President Trump threatened to target Iranian power plants if Iran did not fully open the Strait of Hormuz within 48 hours.* *Iran's military warned it would strike US and Israeli energy and infrastructure targets in response.* *Iran's IMO representative indicated ships from "enemies" need prior coordination to pass the Strait.* *Iran set six conditions to end conflict, including guarantees and closure of US bases.* *Regional incidents included a helicopter crash in Qatar and a train-bus collision in Bangladesh.*
381. https://www.thehindubusinessline.com/markets/commodities/crude-rallies-past-110-as-west-asia-tensions-hit-energy-supply/article70774267.ece - * Brent crude prices increased by over 60% since the US-Iran-Israel conflict, reaching around USD 112 per barrel. * The rise reflects disruptions in global energy supply due to conflict and attacks on energy infrastructure. * Disruption in the Strait of Hormuz affects key crude trade routes. * Attacks in Qatar damaged LNG infrastructure, impacting 17% of Qatar’s LNG export capacity. * India’s crude imports declined sharply in early March due to regional supply disruptions. * Key Middle Eastern suppliers experienced significant reductions in export volumes.
382. https://mediaindonesia.com/internasional/872965/krisis-selat-hormuz-starmer-dan-trump-desak-pembukaan-jalur-energi-dunia - * Perdana Menteri Inggris Sir Keir Starmer dan Presiden AS Donald Trump membahas pembukaan kembali Selat Hormuz. * Situasi di Selat Hormuz memburuk setelah Iran memblokade jalur tersebut sejak konflik Iran-AS dan Israel. * Harga minyak dunia melonjak 45% menjadi US$106 per barel akibat penutupan jalur. * Trump mengancam akan 'melenyapkan' pembangkit listrik Iran jika Selat Hormuz tidak dibuka dalam 48 jam. * Inggris mengizinkan penggunaan pangkalan Inggris untuk serangan terhadap Iran, menambah ketegangan. * Iran menembakkan dua rudal ke pangkalan AS-Inggris di Diego Garcia, satu gagal, satu dicegat. * Pemerintah Inggris menyiapkan bantuan £53 juta untuk rumah tangga terdampak kenaikan harga minyak.
383. https://www.babypips.com/analysis/headline-the-48-hour-countdown-what-the-iran-escalation-means-for-your-pips-2026-03-23 - * The US threatened to strike Iranian power plants within 48 hours, resulting in market tension. * Iran's parliament called energy infrastructure targets for retaliation. * Geopolitical risk premium caused immediate rises in oil and gold prices. * Strait of Hormuz disruption impacts global oil supply, inflation, and currency re-pricing. * Safe-havens like USD and CHF gained; energy exporters' currencies fluctuated. * Markets face two paths: de-escalation or intensified conflict, with high volatility expected. * Traders advised to reduce risk and avoid predicting unpredictable geopolitical events.
384. https://timesofoman.com//article/169769-iranian-military-warns-to-indefinitely-close-strait-of-hormuz-if-us-bombs-energy-facilities - *Iranian Armed Forces threaten to close the Strait of Hormuz indefinitely if US bombs energy facilities, as tensions escalate.* *Iran's Parliament warns of targeting US financial entities and regional energy infrastructure.* *US President signals possible bombing of Iranian infrastructure if the Strait remains closed.* *Israeli Defence Forces launch strikes on Iranian targets in Tehran following missile attacks in Israel.* *Iran and Israel involved in military escalations and threats, with regional stability at risk.*
385. https://thediplomat.com/2026/03/the-gulf-war-and-flawed-diplomacy-fuel-lpg-crisis-in-india/ - * India faces an LPG shortage linked to the U.S.-Israel war on Iran and West Asia conflicts. * Protests have been held in Indian states ahead of upcoming elections, criticising government foreign policy. * The LPG crisis has caused long queues, black market sales, and economic setbacks, including stock market losses and a weak rupee. * India’s foreign relations with Iran have weakened, affecting oil and gas imports via the Strait of Hormuz. * The government is negotiating with Iran to secure maritime passages, but obstacles remain, amid calls for diplomatic realignment.
386. https://www.france24.com/en/middle-east/20260323-live-iran-trump-strike-iea-worst-energy-crisis - * US Central Command reports Iran campaign is 'ahead or on plan', with airstrikes and missile threats in Gulf countries. * Iran media reports attack on broadcaster, resulting in one death. * Japan's detained national in Iran released and returned home. * Oil, copper prices decline amid war escalation, while gold and dollar rise. * US, Iran exchange threats targeting energy infrastructure, with Iran warning of retaliation. * International agencies warn of severe damage to energy assets, and a major global energy crisis. * Israeli military launches strikes on Iranian infrastructure in Tehran. * US and Iran threats increase risk of energy disruptions in Gulf region. * Iran warns of retaliatory attacks on Gulf energy and water resources if attacked by US.
387. https://www.straitstimes.com/world/middle-east/trump-and-iran-hurl-war-threats-with-hormuz-crisis-building - * US President Donald Trump issued a two-day deadline for Iran to reopen the Strait of Hormuz or face military action. * Iran threatened to close the Strait completely if its power facilities are attacked. * The Strait is a critical energy route, passing through which one-fifth of the world's oil and liquefied natural gas supplies flow. * Military actions and threats have caused a surge in global oil prices and increased risk of a wider regional conflict. * Iran and Israel engaged in attacks on energy infrastructure, escalating regional tensions.
388. https://www.dawn.com/news/1984492/tehran-refuses-to-back-down-as-hormuz-remains-global-pain-point - * Iran states the Strait of Hormuz remains open to all except enemies, threatening to close it if attacked. * US lifts sanctions on Iranian oil amidst tensions, with officials discussing escalation. * Iran claims to respond to US-Israeli attacks with missile strikes and threats. * Iran’s military reports damage and casualties from recent conflict with Israel. * Gulf states face attacks and tensions amid Iran’s claims of responsibility. * International and military responses focus on securing the Strait and responding to Iran's actions.
389. https://theafricanmirror.africa/world/on-the-edge-of-catastrophe-trumps-ultimatum-and-the-war-that-could-shatter-global-markets/?utm_source=rss&utm_medium=rss&utm_campaign=on-the-edge-of-catastrophe-trumps-ultimatum-and-the-war-that-could-shatter-global-markets - * The conflict involving the US, Israel, and Iran has escalated, with threats to target Iran's energy infrastructure and a sealed Strait of Hormuz. * More than 2,000 people have been killed, with Iran retaliating with missile strikes and attacks on Gulf region facilities. * The Strait of Hormuz, a crucial route for global oil and gas supplies, is effectively sealed, causing surges in energy prices worldwide. * Market analysts warn of potential global market collapse and prolonged higher energy costs. * Africa faces economic vulnerabilities due to oil price shocks and disruptions in energy and food systems. * Western alliance faces political fallout; NATO allies refuse to join military action without consultation; public disapproval is high.
390. https://indianexpress.com/article/opinion/columns/in-west-asia-an-unknown-endgame-a-distant-peace-and-missing-statesmen-10595681/ - * The ongoing Middle East conflict involves Iran, Israel, and the US, with each signalling that they are 'winning'. * The conflict has resulted in the closure of the Strait of Hormuz, causing supply disruptions and rising oil prices. * US and Israel are reconsidering their strategies towards Iran, including their approach to regime change. * The future of Iran remains uncertain, with weakened proxies and internal authority challenges. * Arab countries face implications for their policies towards Iran and their own Shia populations.
391. https://indianexpress.com/article/world/us-news/iran-threatens-gulf-water-energy-retaliation-trump-ultimatum-hormuz-crisis-10595858/ - * Iran warns it will target energy and water facilities in Gulf countries if attacked by the US. * US President Donald Trump states Washington could strike Iranian power infrastructure within 48 hours. * Iran’s Revolutionary Guards threaten to completely close the Strait of Hormuz. * Desalination plants supply most water in Bahrain, Qatar, and parts of the UAE and Saudi Arabia. * The conflict escalates, with fighting spreading to Lebanon and Israel, increasing regional tensions. * Oil and gas markets react with price increases amid supply disruption fears.
392. https://indianexpress.com/article/explained/explained-global/war-in-west-asia-decoding-deadline-red-line-in-trumps-new-threat-to-iran-10595747/ - * US President Donald Trump threatened to obliterate Iran's power plants if Tehran did not open the Strait of Hormuz within 48 hours. * Iran responded with threats to target US and Israel-linked energy infrastructure if attacked. * Iran's Bushehr nuclear power plant and other energy facilities are key strategic targets. * An attack on Bushehr could cause regional environmental and water supply crises. * Iran has vowed 'zero restraint' if its energy facilities are targeted, potentially escalating regional conflict. * The US is considering a ground invasion if Iran does not comply with the deadline.
393. https://tass.com/world/2105441 - * Iran will respond asymmetrically to threats against critical infrastructure, according to a senior security official in Tehran. * Iran delivered a strong but proportionate response to an attack on the Assaluyeh energy network. * Iran warned of greater responses if further threats are made against its critical infrastructure. * US President Donald Trump threatened to destroy Iran’s power plants if the Strait of Hormuz was not reopened. * Iran warned it would retaliate against US energy and information infrastructure facilities if attacked.
394. https://www.cumhuriyet.com.tr/yazarlar/orsan-k-oymen/hurmuz-krizi-2488788 - • Iran responds to US and Israeli attacks by targeting regional countries, bombings, and threatening maritime traffic. • The crisis impacts global oil and natural gas prices, affecting common people worldwide. • Saudi Arabia highlights its capabilities amid rising tensions; Gulf countries criticise Iran but do not condemn US or Israeli actions. • The Hürmüz Strait is a strategic geopolitical point involving Iran, Oman, and UAE; Iran's actions have affected Oman’s sovereignty. • The crisis has significant global energy trade implications, affecting major importers and exporters. • Regional and international leaders' actions influence the escalation of the conflict.
395. https://www.kmbc.com/article/iran-campaign-is-ahead-or-on-plan/70815858 - * The commander of U.S. Central Command states the campaign against Iran is 'ahead or on plan'. * Israeli military conducts 'wide-scale' strikes targeting Iranian infrastructure. * President Trump issues 48-hour ultimatum to Iran to reopen the Strait of Hormuz. * Several countries, including the UAE, Saudi Arabia, Bahrain, and Kuwait, report missile interceptions or alerts related to Iran. * The conflict results in casualties in Iran, Lebanon, Israel, and U.S. military personnel, with displacement in Lebanon and Iran.
396. https://mynorthwest.com/national/the-latest-us-central-command-leader-says-iran-campaign-is-ahead-or-on-plan/4220127 - * The US Central Command commander states the campaign against Iran is 'ahead or on plan'. * The Israeli military launches wide-scale strikes on Iranian infrastructure. * Iran warns it could attack US and Israeli energy assets if threats escalate. * The US reports increasing casualties in Iran, Lebanon, Israel, and the Gulf region. * Multiple missile interceptions and alerts in UAE, Saudi Arabia, Bahrain, and Kuwait indicate ongoing regional hostilities.
397. https://eturbonews.com/iran-conflict-impact-aviation-tourism-global-economy-meed/ - * The Iran–US–Israel conflict leads to airspace closures and rerouting, impacting Gulf airlines and airports. * Air travel delays and increased operational costs result from routing adjustments and safety measures. * Tourism in the Gulf declines due to negative perceptions and cancelled bookings. * Construction, logistics, and investment projects face delays and uncertainty. * The regional economy and global markets experience ripple effects through disrupted trade and investment.
398. https://www.benzinga.com/news/politics/26/03/51397936/loud-explosions-tehran-iran-warns-gulf-energy-retaliation-trump-power-grid-dow-futures-flat - * Iran warns it will target energy, water, and information technology infrastructure of Gulf neighbours if attacked. * Explosions reported in Tehran and blackout in Khorramabad amid regional conflict threats. * US and Iranian officials engage in heightened rhetoric, warning of potential destruction of critical infrastructure. * Oil markets react with crude futures rising, while stock futures remain largely unchanged. * Rising tensions increase risks of wider regional conflict and impact global energy markets.
399. https://internewscast.com/news/us/iran-imposes-2m-toll-on-tankers-putting-global-oil-flow-at-risk-in-strait-of-hormuz/ - * Iran has set a $2 million transit fee for certain tankers navigating the Strait of Hormuz, as part of a new strategy to control the waterway.* The measure aims to establish a sovereign regime over the strait, according to Iranian officials.* The US issued a warning that it could target Iran's infrastructure if the strait is not reopened within 48 hours.* Iran claims the strait remains open to all except violators, and is offering vetted passage for a fee.* Several countries, including China and India, are in talks with Iran over vessel transit arrangements.* The Strait of Hormuz normally transports 20 million barrels of oil per day and 20% of global LNG; the closure raises concerns over energy supply and costs.
400. https://www.viva.co.id/berita/dunia/1887578-sekjen-nato-22-negara-bergerak-amankan-selat-hormuz-di-tengah-ketegangan-iran-as - * 22 negara, sebagian besar NATO, sedang membahas langkah keamanan di Selat Hormuz sejak 19 Maret 2026. * NATO dan negara lain seperti Jepang, Korea Selatan, Australia, dan UEA terlibat dalam pembahasan. * Sekretaris Jenderal NATO, Mark Rutte, menyatakan ada upaya memastikan Selat Hormuz tetap bebas dan terbuka. * Ketegangan meningkat setelah serangan oleh AS dan Israel terhadap Iran dan balas dendam Iran ke Israel dan pangkalan AS. * Situasi mempengaruhi pelayaran dan pasokan energi global, menyebabkan lonjakan harga bahan bakar.
401. https://www.channelnewsasia.com/world/economy-energy-crisis-threat-oil-gas-iea-iran-war-6010551 - • The International Energy Agency chief Fatih Birol warns of a 'major threat' to the global economy due to the Middle East war. • The crisis is described as worse than the 1970s oil shocks and combined gas crises. • The US and Iran are involved in tensions over the Strait of Hormuz, a key oil transit route. • The IEA is considering releasing more stockpiled oil if necessary to stabilise the market. • A record 400 million barrels were released from strategic stocks on March 11 to combat rising crude prices.
402. https://www.iranherald.com/news/278937818/iran-vows-to-target-region-water-and-energy-infrastructure-if-us-strikes-power-plants - * US President Donald Trump demands the reopening of the Strait of Hormuz within 48 hours. * Iran warns it will target water and energy infrastructure across the Middle East if the US strikes Iranian power plants. * Iran has maintained the Strait of Hormuz largely closed since February 28, affecting global oil supplies. * Iran's IRGC states the Strait will be "completely" closed if power plants are targeted. * The conflict has resulted in casualties, economic impacts, and increased regional tensions.
403. https://mediaindonesia.com/internasional/872965/krisis-selat-hormuz-starmer-dan-trump-desak-pembukaan-jalur-energi-dunia - • Pertemuan antara Prime Minister Keir Starmer dan Donald Trump membahas urgensi pembukaan kembali Selat Hormuz. • Konflik di Timur Tengah menyebabkan penurunan lalu lintas 95% dan kenaikan harga minyak 45% hingga US$106 per barel. • Trump mengancam akan 'melenyapkan' pembangkit listrik Iran jika selat tidak dibuka dalam 48 jam. • Inggris meningkatkan keterlibatan militer dan mengizinkan penggunaan pangkalan untuk serangan terhadap Iran. • Pemerintah Inggris siapkan paket bantuan £53 juta untuk warga terdampak harga minyak.
404. https://www.babypips.com/analysis/headline-the-48-hour-countdown-what-the-iran-escalation-means-for-your-pips-2026-03-23 - * President Trump issued an ultimatum to Iran, threatening to obliterate power plants if Strait of Hormuz is not reopened within 48 hours. * Iran’s parliament responded by calling energy infrastructure targets for retaliation. * Markets price in conflict risk with increases in oil prices, safe-haven currencies, and inflation concerns. * The deadline is set for Monday night, with potential outcomes including de-escalation or conflict escalation affecting global markets. * Traders advised to exercise caution and reduce exposure ahead of the geopolitical event.
405. https://www.lemonde.fr/en/opinion/article/2026/03/23/the-oil-shock-in-the-middle-east-is-a-godsend-for-russia_6751715_23.html - * The US operation "Epic Fury" against Iran enters its fourth week with no clear outcome, impacting regional stability. * The conflict causes oil prices to surge past $100 per barrel, boosting Russia's oil revenues. * Russian President Vladimir Putin discusses the economic windfall with energy leaders, indicating increased oil prices support the Russian economy. * The oil shock helps Russia fund its war in Ukraine and supports public banks. * The Russian economy is experiencing improved growth and a move toward budget balance due to higher oil prices.
406. https://www.france24.com/en/middle-east/20260323-live-iran-trump-strike-iea-worst-energy-crisis - * US and Iranian military actions and retaliation threats in Iran and Gulf countries, with recent airstrikes and missile interceptions. * Hostile incidents include attacks on Iran broadcasting and missile detections in Saudi Arabia. * International agencies, including IEA, warn of severe damage to energy assets and global energy crisis. * Oil and gold prices fluctuate amidst escalation; US dollar rises on haven demand. * Iran threatens Gulf energy and water infrastructure in response to US ultimatum. * Israeli military launches wide-scale strikes targeting Iranian infrastructure in Tehran. * IEA chief states at least 40 energy assets in the Middle East are severely damaged, citing major threat to global economy.
407. https://meyka.com/blog/march-23-strait-of-hormuz-showdown-risks-oil-shock-iea-response-2303/ - * The Strait of Hormuz is a key route for crude and refined products, with disruptions impacting global and Australian fuel markets. * Iran's threats to close the strait may lead to supply shocks, increased freight premia, and price volatility. * The IEA remains prepared to coordinate emergency oil releases to offset disruptions. * Australia could face higher costs, supply delays, and retail price spikes for petrol, diesel, and jet fuel. * Authorities have tools including logistics adjustments and fuel rationing to manage supply during a crisis.
408. https://www.thehindubusinessline.com/markets/commodities/saudi-aramco-cuts-oil-supply-to-asia-for-second-month-in-april/article70774270.ece - ['*Saudi Aramco reduces crude supply to Asian buyers for a second consecutive month in April, citing trade disruption via Strait of Hormuz.*', "*Supply exclusively from Yanbu's Arab Light crude, affecting Asian refineries' output.*", '*March exports were 4.355 million barrels per day, down from 7.108 million in February.*', '*Disruptions at Yanbu port occurred after a drone crash at SAMREF refinery.*']
409. https://bitcoinworld.co.in/saudi-aramco-asia-oil-supply-cuts-april/ - * Saudi Aramco has implemented significant Asia oil supply cuts for April, affecting key Asian importers such as China, Japan, and South Korea. * The reductions aim to align with OPEC+ output agreement and manage global inventories. * These cuts have supported market tightening and the backwardation price structure. * The move impacts regional refiners, freight markets, and trade flows, with potential increased premiums for spot market deliveries. * Saudi Arabia's supply management signals its role in stabilising the global oil market amid fluctuating global demand.
410. https://bitcoinworld.co.in/wti-crude-oil-price-middle-east-supply/ - * WTI crude oil futures hover around $98.00, reflecting supply concerns from the Middle East.* The price remains above $95.00 support, with increased trading volume amid geopolitical tensions.* Inventory data shows consistent crude stock draws, and demand from Asian economies remains strong.* The price differential between WTI and Brent crude has narrowed, indicating global risk premium impacts.* Supply disruptions and geopolitical issues in the Middle East are key drivers of current market dynamics.
411. https://www.thehindubusinessline.com/markets/commodities/saudi-aramco-cuts-oil-supply-to-asia-for-second-month-in-april/article70774270.ece - * Saudi Aramco reduces crude supply to Asian buyers for the second month in April. * Supply is limited to Arab Light crude from Yanbu, affecting Asian refineries. * Saudi exports decreased from 7.108 million bpd in February to 4.355 million bpd in March. * Disruption caused by US-Israeli war with Iran and Strait of Hormuz issues. * Yanbu crude exports set to increase in March to offset disruptions.
412. https://bitcoinworld.co.in/saudi-aramco-asia-oil-supply-cuts-april/ - * Saudi Aramco implemented significant oil supply cuts to Asia for April, following similar reductions in March, affecting China, Japan, and South Korea.* * The cuts align with OPEC+ production agreements and are part of market management strategies.* * These reductions have supported a market structure known as backwardation and may lead refiners to seek alternative supplies.* * The move underscores Saudi Arabia’s role in OPEC+ and its focus on market balance.* * Impacts include potential higher premiums for Asian refiners and volatility in freight markets.*
413. https://www.fxstreet.com/news/wti-hovers-around-9800-due-to-persistent-middle-east-supply-concerns-202603230239 - * WTI crude stays near $98.10 per barrel during Monday’s Asian session due to Middle East supply concerns. * US President Trump issues a 48-hour deadline to Iran to reopen the Strait of Hormuz, or face strikes. * Iran threatens to close the Strait and target US and Israeli assets if attacked. * Saudi Aramco reduces shipments to Asia, tightening crude supply and constraining refiners. * IEA Chief Fatih Birol warns of a severe crisis potentially surpassing 1970s oil shocks.*
414. https://www.koreatimes.co.kr/economy/20260323/prosecutors-raid-4-major-refiners-over-alleged-oil-price-fixing?utm_source=rss - * Prosecutors raided four domestic refiners in Seoul over allegations of oil price fixing amid rising gas prices. * Investigations target SK Energy, GS Caltex, S-Oil, and HD Hyundai Oilbank, as well as the Korea Petroleum Association. * The refiners are suspected of colluding to raise or freeze oil prices in South Korea. * The probe follows reports of oil price fluctuations related to the Middle East conflict. * President Lee Jae Myung called for action against illegal activities by refiners and gas stations.
415. https://newtalk.tw/news/view/2026-03-23/1025674 - * 伊朗革命衛隊持续关闭荷姆茲海峽推高国际油价。
416. https://bitcoinworld.co.in/saudi-aramco-asia-oil-supply-cuts-april/ - * Saudi Aramco has implemented significant oil supply reductions for Asia in April, following similar cuts in March. * The supply cuts target key Asian importers, including China, Japan, and South Korea, affecting various crude grades. * The reductions align with OPEC+ output agreements and target stabilising global inventories. * Market analysts note immediate effects on the physical market, including tightening of Middle Eastern crude supplies in Asia. * Regional impacts include higher premiums for smaller refineries and potential volatility in VLCC freight rates.
417. https://bitcoinworld.co.in/wti-crude-oil-price-middle-east-supply/ - • WTI crude oil prices hover around $98.00 amid Middle East supply concerns. • Market driven by geopolitical tensions, disruptions to maritime routes, and supply chain vulnerabilities. • Price analysis shows technical resistance at $98.00, with increased volatility and trader positioning. • Middle East tensions threaten critical shipping chokepoints and global supply stability. • Market reactions include rising oil prices impacting inflation, equities, and currency markets.
418. https://nation.lk/online/electricity-will-now-be-generated-using-diesel-says-cpc-chairman-305490.html - * CPC Chairman D.J. Rajakaruna announced that electricity will now be generated using diesel during nighttime due to unavailability of naphtha. * The situation is caused by failed crude oil shipments and potential refinery halts, disrupting supply of furnace oil and naphtha. * An emergency shipment of furnace oil is expected around the 12th–13th, but naphtha shortages persist. * Diesel prices have increased by Rs. 140 per litre, prompting energy conservation efforts. * The remarks were made during a media briefing at the Government Information Department in Sri Lanka.
419. https://bitcoinworld.co.in/saudi-aramco-asia-oil-supply-cuts-april/ - * Saudi Aramco implemented significant Asia oil supply cuts for April, following similar reductions in March. * The supply reductions target term contracts to major Asian importers including China, Japan, and South Korea. * The move aligns with OPEC+ production strategies to stabilise global inventories and manage prices. * The supply cuts have supported the physical market for Middle Eastern crude in Asia and contributed to backwardation in prices. * Key regional impacts include higher spot premiums for smaller refineries and potential volatility in freight markets.
420. https://www.fxstreet.com/news/iea-chief-birol-situation-in-middle-east-is-severe-202603230155 - * The IEA Chief Fatih Birol states the situation in the Middle East is severe. * He says the crisis is worse than the two oil crises of the 1970s combined. * Reopening the Strait of Hormuz is seen as the single biggest solution. * Discussions about releasing more oil stocks are under way, without a specific price trigger. * Fuel shortages are increasing in Asia. * The Australian government aims to increase fuel stock levels. * Over 40 energy assets across nine countries are severely damaged. * Crude oil prices have edged higher, with WTI up 0.66% at $97.85.
421. https://www.ndtvprofit.com/markets/stock-picks-today-ongc-indigo-adani-ports-hdfc-bank-and-more-on-brokerages-radar-11252360 - * Global and domestic brokerages announced fresh views on energy, pharmaceutical, financial, and industrial sectors. * ONGC and other oil & gas companies saw upgraded target prices amid rising energy prices. * IndiGo's stock maintained buy rating; target reduced due to fuel costs and traffic factors. * HDFC Bank and financial sector outlooks discussed with target cuts and sector-positive schemes. * Multiple sector analyses including pharmaceuticals, ports, cement, and food delivery outlined market and supply/demand trends. * Ongoing infrastructure projects, policy impacts, and market disruptions featured in brokerages' assessments.
422. https://www.businesstimes.com.sg/companies-markets/energy-commodities/sinopec-flags-chemicals-spending-cut-profit-pressure-mounts - * Sinopec flags a potential 20% capex reduction mainly in chemicals for this year, amid profit decline and market volatility. * Reported a 34% drop in net income for 2025, citing falling transport fuel consumption and petrochemical oversupply. * Braces for pressure on refining margins due to soaring oil prices from Middle East conflict and Strait of Hormuz blockage. * Maintains throughput and oil production, reduces sales target by 4%, and expands natural gas and ethylene at a slower rate. * China has built up 1.4 billion barrels of strategic oil reserves as a buffer against Middle East supply disruptions.
423. https://www.ndtvprofit.com/markets/oil-prices-today-march-23-hold-steady-at-112-as-hormuz-tensions-escalate-with-trumps-ultimatum-11252355 - * Oil prices remain steady despite escalating geopolitical tensions around the Strait of Hormuz, with Brent crude just below $112. * US President Trump's warning to Iran failed to trigger a rally; Iran's threats added tension but did not impact prices immediately. * crude prices have surged over 50% since late February, with refined fuel markets rising faster. * Supply disruptions at the Strait of Hormuz have led producers to scramble to reroute supplies, with emergency reserves released. * US policy uncertainty and ongoing regional conflict have kept risk premiums and prices elevated.
424. https://www.gurufocus.com/news/8734242/goldman-sachs-raises-brent-crude-price-forecast-amid-strait-disruptions - * Goldman Sachs forecasts Brent crude oil to average $85 per barrel in 2023, up from $77. * The revision is due to ongoing shipping disruptions in the Strait of Hormuz. * The firm also raises its 2026 WTI crude forecast from $72 to $79 per barrel. * Disruptions are expected to last six weeks, with shipments at 5% of normal levels. * Potential price increase risks include supply shortages and strategic reserve impacts; downside risks include US military operations ending.
425. https://www.gurufocus.com/news/8734242/goldman-sachs-raises-brent-crude-price-forecast-amid-strait-disruptions - * Goldman Sachs revises its Brent crude oil forecast for this year to an average of $85 per barrel, up from $77. * The revision is due to ongoing shipping disruptions in the Strait of Hormuz. * Analysts also increase their 2026 WTI crude forecast from $72 to $79 per barrel. * Disruptions are expected to last six weeks, with a gradual return to normal over the following month. * The spillover risk could increase strategic reserves and drive up future prices.
426. https://www.businesstoday.com.my/2026/03/23/global-lng-market-tightens-as-conflict-cuts-key-supply-routes/?utm_source=rss&utm_medium=rss&utm_campaign=global-lng-market-tightens-as-conflict-cuts-key-supply-routes - * Global LNG exports have dropped by about 20% since the start of the month, reaching the lowest levels in six months. * The decline is mainly due to disruptions in Qatar and the United Arab Emirates, affecting shipments through the Strait of Hormuz. * Qatar was forced to shut its Ras Laffan export plant after attacks, with further damage causing potential years-long outages. * The conflict involving Iran has expanded, affecting supply from key producers and routes. * The loss of Qatari supply and the shutdown of the Strait of Hormuz are countering recent increases in US and Canadian LNG output, tightening the market.
427. https://www.cantechletter.com/2026/03/loop-industries-buy-sell-or-hold/ - * Roth Capital Markets analyst Gerry Sweeney maintains a 'Buy' rating and $3.00 price target on Loop Industries. * Loop's planned European facility in Schwarzheide, Germany, will be a 70,000-metric-ton plant developed through a joint venture with Reed – Société Générale Group, expected to operate by 2030. * The facility will replicate India's plant design, aiming to demonstrate the company's licensing model and enable global expansion. * The project addresses European demand for recycled, food-grade PET and benefits from regulatory and environmental tailwinds. * Loop expects to generate revenue from licensing and engineering services beginning in 2026, with EBITDA forecast to improve into 2027.
428. https://convenienceworldmagazine.com.au/renewed-support-for-domestic-refining/ - * The Australian government aims to strengthen fuel security and support refineries through amendments to the Fuel Security Services Payment. * In 2025, Viva Energy in Geelong and Ampol in Brisbane produced 12 billion litres of fuel. * The government will adjust the trigger mechanism of the payment to better reflect market conditions. * Ampol plans to maintain full production and defer planned maintenance to increase onshore output. * Viva Energy’s Geelong refinery supplies approximately 50% of Victoria’s fuel requirements. * The initiative aims to ensure Australia's fuel supply amidst international supply chain pressures.
429. https://investinglive.com/commodities/saudi-aramco-cuts-asia-oil-supply-as-hormuz-disruption-tightens-market-20260323/ - * Saudi Aramco reduces April crude allocations to Asian buyers due to Hormuz Strait disruption. * Supplies are limited to Arab Light crude from Yanbu, reflecting reliance on the East-West pipeline. * Disruptions from Iran have led Saudi Arabia to reroute via pipeline, causing capacity constraints. * Asian refiners face grade mismatches and may reduce output or seek alternative supplies. * Market tightness and geopolitical risks are expected to persist if Hormuz disruptions continue.
430. https://peakoil.com/business/goldman-sachs-oil-prices-could-exceed-2008-peak-as-iran-war-supply-shock-deepens - * Goldman Sachs warns that oil prices could surpass 2008 high due to Iran conflict disruptions. * Tensions in the Middle East have affected energy production and shipping routes in the Gulf. * Brent crude briefly exceeded US$119 per barrel, with risks tilted to the upside until 2027. * Oil prices may return to US$70 per barrel by late 2026, but uncertainty remains. * Supply disruptions are impacting inflation and global market dynamics.
431. https://investinglive.com/commodities/goldman-sachs-lifts-2026-oil-forecasts-brent-85-wti-79-on-hormuz-risk-20260322/ - * Goldman Sachs raises its 2026 oil price forecasts due to extended Hormuz disruption and supply risks * Assumes flows operate at approximately 5% capacity for six weeks, with recovery taking an additional month * Structural supply concerns, including high concentration and spare capacity, influence long-term prices * Forecasts for Brent increase from $77 to $85, and for WTI from $72 to $79 * Mentions increased global strategic stockpiling and geopolitical risks impacting supply and prices
432. https://investinglive.com/commodities/saudi-aramco-cuts-asia-oil-supply-as-hormuz-disruption-tightens-market-20260323/ - * Saudi Aramco cuts April crude supply to Asian buyers due to Hormuz Strait disruption and Iran conflict. * Supplies are limited to Arab Light crude from Yanbu port, with reliance on East-West pipeline, causing rationing. * Disruption impacts shipping routes, logistics bottlenecks, and crude grade availability, especially for heavier grades. * Asian refiners face feedstock mismatches, risking reduced refinery output amid tight market conditions. * The situation underscores infrastructure constraints and potential for increased market volatility and price rises.
433. https://www.zerohedge.com/markets/tanker-carrying-fuel-bound-cuba-diverts-while-another-russian-tanker-set-challenge-us - * A Russian-flagged tanker, Anatoly Kolodkin, departed Russia with crude potentially destined for Cuba, amid US pressure and sanctions.* Cuba faced power blackouts over 29 hours, with recent fuel shortages affecting power supply and black market sales.* A US Treasury waiver was revised to restrict Russian oil transactions involving Cuba, intensifying US sanctions.* Cuba attempted to reconnect its power grid, but ongoing fuel shortages threaten further outages.* Russia may be seeking to supply Cuba with crude, with Moscow in talks about aid, but US sanctions complicate the potential delivery.
434. https://tribune.com.pk/story/2598791/energy-geopolitics-and-the-green-shift - * China's comprehensive green transition initiative includes large-scale renewable energy projects, such as solar farms and wind capacity, with targets surpassed by 2025. * China invested nearly $2.1 trillion in clean energy sectors in 2025, making it a global leader in renewable technology manufacturing and exports. * The country has promoted electric vehicles and renewable energy consumption through incentives and policy support. * China is supporting developing countries through technology transfer and climate-focused initiatives under the Belt and Road framework. * The article suggests that global reliance on fossil fuels influences geopolitical tensions and that a green transition could lower energy conflicts and greenhouse emissions.
435. https://www.dostor.org/5470183 - * The World Bank report highlights negative economic impacts of Gulf conflict, energy shocks, and inflation, with developing economies taking precautionary measures. * Continual Middle Eastern tensions threaten to reverse recent progress in reducing global inflation. * Oil price scenarios project USD 92 to over USD 100 per barrel under continued conflict. * Worst-case scenario could raise global inflation by about 1% and delay interest rate reductions. * The full impact depends on the duration of regional escalation and Strait of Hormuz closures. * Recommendations include strengthening policy frameworks, preparing for rising commodity prices, and accelerating structural reforms.
436. https://www.fxleaders.com/news/2026/03/22/crude-oil-prices-jump-on-trump-threats-but-wti-fails-at-100-again-is-this-the-top/ - • Crude oil prices are highly volatile, repeatedly testing $100 but struggling to sustain gains. • Tensions between the US and Iran, including Iran’s retaliation warnings, drive market uncertainty. • Supply fears push prices higher, but demand concerns and recession fears limit upside rallies. • Brent crude rose above $114, WTI briefly above $101, then retreated. • Market volatility persists as geopolitical developments and economic outlooks influence oil prices.
437. https://www.newarab.com/news/saudi-aramco-boss-pulls-energy-conference-over-iran-war - * Saudi Aramco Chief Executive Amin Nasser withdraws from CERAWeek conference in Houston citing Iran conflict. * Nasser's absence highlights the crisis Aramco faces due to attacks and Strait of Hormuz disruptions. * The conflict affects global oil markets, with Iran targeting Gulf energy infrastructure and US threats of escalation. * Aramco has cut oil output and is rerouting crude to bypass the Strait of Hormuz. * Other Gulf energy firms, including Kuwait Petroleum and QatarEnergy, are also impacted by attacks and operational disruptions.
438. https://www.fxleaders.com/news/2026/03/22/crude-oil-prices-jump-on-trump-threats-but-wti-fails-at-100-again-is-this-the-top/ - * Crude oil prices repeatedly test $100 but struggle to sustain gains due to selling pressure. * Geopolitical tensions between the US and Iran, including threats over the Strait of Hormuz, heighten market volatility. * Concerns about a potential recession are limiting demand and capping price rallies. * Brent crude surpasses $114, and WTI briefly exceeds $101 before retreating. * Market uncertainty persists until clarity on conflicts and demand levels.
439. https://finance.yahoo.com/economy/policy/articles/many-fed-rate-cuts-now-220500797.html - * Futures market now sees an 80% chance that the Federal Reserve will not make any rate cuts in 2026, a significant change from a month ago. * Bond traders and market yields reflect expectations of no near-term Fed rate cuts this year, influenced by the war in Iran and rising oil prices. * Fed Chair Powell highlighted uncertainty about the economic impact of the oil shock and the future outlook for interest rates. * The shift in market expectations suggests a potential disappointment for investors if the Fed does not lower rates as previously anticipated in 2026.
440. https://www.chosun.com/english/industry-en/2026/03/23/VGIODTE325DIVDQDVCEKIGBHEU/ - * South Korean petrochemical companies LG Chem and Lotte Chemical warned of unavailability of key materials due to naphtha supply disruptions. * Naphtha prices surged from $595 to $1,141 per ton, impacting industries including packaging, automotive, textiles, and electronics. * Small and medium enterprises face production halts, with fears of April shutdowns. * Industries like automotive and shipbuilding are assessing supply risks; airlines face increased fuel costs due to soaring oil prices. * The government plans to restrict naphtha exports and support supply chain adjustments.
441. https://ieefa.org/resources/gas-reservation-policy-design-critical-conflict-hits-global-supplies - * Global gas supplies affected by Iran conflict, with missiles striking facilities in Iran and Qatar. * LNG prices have nearly doubled in Europe and Asia since the conflict began. * Australia, a major LNG exporter, faces domestic gas price increases and potential shortfalls. * The government is designing a new regulatory framework, including a gas reservation scheme, to address supply issues. * Western Australia’s existing policy has not fully met domestic supply obligations; a combined approach is recommended. * The reservation scheme aims to increase domestic supply quickly by diverting excess exports. * Exporters controlling 90% of reserves in eastern Australia could increase supply through commercial arrangements. * The government should mandate export permits and develop assessment criteria for LNG exports to ensure domestic needs are prioritised. * A mechanism allowing limited higher exports during times of market sufficiency is proposed, requiring careful enforcement. * Effective policy implementation is vital to resolving long-term gas market issues amid ongoing global tensions.
442. https://english.news.cn/20260323/835227761daf4228b431ef250cb9fca7/c.html - * Escalating tensions involving Israel, Iran, and the US impact confidence in dollar assets, with limited gains in the dollar index. * U.S. companies face risks due to regional exposure, including recent Iran drone strikes damaging infrastructure. * Federal Reserve policy may be affected if energy prices surge, potentially halting rate easing. * Domestic policy uncertainties and fiscal deficits also slow confidence in US Treasuries. * Structural vulnerabilities and investor redemptions in US financial markets raise systemic risks. * Long-term headwinds for dollar dominance include geopolitical risks and de-dollarisation efforts.
443. https://www.aol.com/news/trump-promised-lower-costs-iran-190000960.html - * President Donald Trump criticises Federal Reserve Chair Jerome Powell for not cutting interest rates immediately amid rising oil prices. * The Iran conflict has pushed crude oil prices above US$100 a barrel, increasing fuel costs and inflation concerns. * Gasoline and diesel prices have increased, impacting consumers and transportation costs. * Mortgage rates have risen slightly, and the US labour market shows signs of weakening. * Trump’s push for rate cuts aims to reduce costs for Americans and support economic growth. * The Federal Reserve is expected to hold interest rates steady during its upcoming meeting.
444. https://sleconomynow.blogspot.com/2026/03/federal-reserve-war-economy-and-your.html - * The Federal Reserve held interest rates steady at 3.50% to 3.75% in March 2026, amid concerns over economic impacts of war with Iran.
445. https://bitcoinethereumnews.com/tech/oil-price-surge-will-yuan-payments-for-hormuz-passage-reshape-global-energy-trade-amid-us-iran-escalation/?utm_source=rss&utm_medium=rss&utm_campaign=oil-price-surge-will-yuan-payments-for-hormuz-passage-reshape-global-energy-trade-amid-us-iran-escalation - * Oil prices are climbing sharply amid escalating US-Iran conflict and potential Hormuz passage in yuan. * US prepares for possible troop deployment; Gulf region faces supply disruptions. * Iran negotiates with countries to permit yuansettled oil trade through Hormuz, challenging the US dollar. * A shift to yuan payments could accelerate de-dollarisation and increase China’s influence in energy markets. * Ongoing conflict risks and possible market fragmentation may impact global oil prices and trade systems.
446. https://www.channelstv.com/2026/03/22/global-economy-would-suffer-if-middle-east-war-lasts-more-than-six-months-totalenergies/ - - TotalEnergies CEO Patrick Pouyanne warns prolonged Middle East conflict could cause 'real impacts' on the global economy. - The conflict affects oil supply, especially with Iran's closure of the Strait of Hormuz. - Approximately 20% of global oil production passes through the Strait, equating to 10 million barrels per day. - A conflict lasting over six months could harm economies worldwide, despite current inventory buffers.
447. https://www.dailynewsegypt.com/2026/03/22/saudi-arabia-activates-strategic-pipeline-to-bypass-hormuz-disruption-amid-escalating-crisis/ - * Saudi Arabia deploys the East-West pipeline to sustain exports following Strait of Hormuz closure due to regional tensions. * The pipeline was activated within hours, diverting crude from Gulf ports to Yanbu on the Red Sea. * Crude exports from Yanbu have surged to around 3.66 million barrels per day, reaching over 4 million at times. * The move has helped ease global supply pressure, with Brent crude rising above $110 per barrel. * Yanbu has become a crucial export hub, although infrastructure remains vulnerable to attacks and geopolitical risks.
448. https://news.ltn.com.tw/news/focus/breakingnews/5379091 - * CPC Corp, Taiwan and Formosa Petrochemical Corp announced fuel price increases by NT$1.8 and NT$1.4 per litre respectively. * The increases are linked to elevated crude oil prices due to disruptions in the Middle East, including Strait of Hormuz traffic and Iran's attacks on energy infrastructure. * Prices for gasoline and diesel will rise at domestic stations, with government subsidies covering part of the costs. * International oil prices increased, with Brent crude up by 8.77% to US$112.19 per barrel, while WTI fell slightly. * The companies are managing supply costs amid ongoing Middle East conflicts.
449. https://finance.yahoo.com/news/saudi-oil-pipeline-world-didn-190105113.html - * The blockage of the Strait of Hormuz prompted Saudi Arabia to ramp up oil exports via the East-West pipeline to Yanbu. * Saudi Aramco increased crude flows through the pipeline, reaching around half of prewar levels. * The pipeline rerouting is a response to Iran’s threats and regional conflict disruptions. * The Gulf conflict and Iran attacks on oil infrastructure highlight vulnerabilities in regional energy supply. * Brent crude prices surged 55% since the onset of the conflict.
450. https://mcebiscoo.com/breaking-aliko-dangote-raises-petrol-prices-again-as-crude-surges-past-110/ - * Dangote Petroleum Refinery increased petrol prices at its gantry to N1,275 per litre, effective March 21, 2026. * The price hike follows a previous increase within 24 hours amid soaring global crude oil prices. * Brent crude oil traded around $112.2, touching $114 due to tensions in the Middle East. * Global geopolitical tensions, especially in the Middle East, influenced crude price surge. * The increase reflects the impact of international conflicts on Nigeria’s fuel market and refinery operations.
451. https://beincrypto.com/fed-rate-cut-odds-bitcoin-crypto-impact/ - * The CME FedWatch tool now shows a 12.4% probability of a Fed rate hike in April, with zero chance of rate cuts.* * Market expectations shifted rapidly due to US-Iran war and commodity spikes.* * Bitcoin dropped from near $76,000 to $68,739 as Fed hike odds increased.* * Oil prices surged around 50% since late February, raising inflation expectations.* * The shift in Fed rate expectations impacts risk asset flows, affecting Bitcoin sentiment.*
452. https://finance.yahoo.com/news/3-weeks-of-war-possible-rate-hikes-and-ais-show-me-phase-what-to-watch-this-week-113740150.html - * US equities declined in the week due to escalating war in Iran, impacting global energy markets. * Oil prices remain above $100 per barrel, with Brent around $107 and WTI around $98.30. * The conflict has led to near-total stoppage of tanker traffic through the Strait of Hormuz. * Federal Reserve Chair Jerome Powell's hawkish comments after the FOMC meeting increase attention on inflation and labour market data. * Key economic indicators expected include inflation expectations from the University of Michigan and industry data from S&P Global and Kansas City Federal Reserve. * Corporate earnings from Jefferies and Carnival highlight the week’s economic updates.
453. https://www.business-standard.com/world-news/oil-prices-set-to-rise-further-monday-as-west-asia-crisis-escalates-126032200595_1.html - * Oil prices closed at their highest in nearly four years before the weekend. * U.S. and Iranian threats to target energy facilities increase market uncertainty. * Brent futures for May settled at $112.19 a barrel, the highest since July 2022. * Iran threatened to attack U.S.-linked infrastructure in retaliation. * The crisis could lead to significant supply disruptions and higher oil prices.
454. https://www.leaders-mena.com/iran-threatens-regional-infrastructure-after-trump-ultimatum-on-hormuz/ - * Iran threatened to target U.S.-linked infrastructure across the Middle East if Washington proceeds with strikes on Iranian power facilities. * Iran’s military warned that any attack on its facilities would prompt strikes on energy, IT, and desalination infrastructure linked to the U.S. * Israeli missiles hit towns in southern Israel, prompting responses and investigations into air defence failures. * The conflict raised concerns over the Strait of Hormuz, a crucial shipping route for global energy supplies, with oil prices surging above $105 a barrel. * Attacks also occurred in Gulf states, Lebanon, and Iraq, with added regional instability and uncertainty reported in Tehran.
455. https://www.businesstoday.in/world/story/hormuz-on-edge-irgc-threatens-complete-shutdown-after-trumps-power-plant-ultimatum-521763-2026-03-22?utm_source=rssfeed - * Iran's IRGC threatened to 'completely close' the Strait of Hormuz if US targets Iranian energy infrastructure. * The warning follows US President Trump's ultimatum demanding the Strait's full opening within 48 hours. * Iran indicated that the Strait would remain closed until power plants are rebuilt and threatened to target Israeli and US military-linked infrastructure. * The Strait of Hormuz connects the Persian Gulf to the Indian Ocean and is a critical energy route for global oil and liquefied natural gas shipments. * Iran has nearly closed the strait, allowing some ships under specific conditions, excluding vessels linked to US, Israel, and allies.
456. https://economictimes.indiatimes.com/news/international/us/why-are-brent-futures-up-and-oil-prices-looking-to-surge-on-monday-and-what-to-expect-next-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/129734722.cms - * Oil prices are rising, with Brent futures closing at a high since July 2022, due to US-Iran tensions and supply disruptions in the Strait of Hormuz. * Attacks on ports and refineries by Iran have reduced supply flow, impacting global oil markets. * Brent futures increased by about 8.8% last week, settling at $112.19 per barrel. * US issued a 48-hour ultimatum to Iran, warning of action against Iranian infrastructure, escalating geopolitical risks. * Market uncertainty and supply risks are driving prices higher, with potential further increases if tensions persist or escalate.
457. https://economictimes.indiatimes.com/news/international/us/why-are-brent-futures-up-and-oil-prices-looking-to-surge-on-monday-and-what-to-expect-next-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/129734722.cms - * Oil prices are moving higher after closing near a four-year high, driven by tensions between the US and Iran. * The Strait of Hormuz remains a key route for global oil supply, with disruptions caused by Iran's attacks on ports and refineries. * Brent futures closed at $112.19 per barrel, the highest since July 2022, with weekly gains of about 8.8%. * US President Trump issued a 48-hour ultimatum to Iran; Iran responded with threats to attack US-linked infrastructure. * Oil prices are expected to rise further if tensions escalate, as supply disruptions persist and geopolitical risks increase.
458. https://www.westernjournal.com/iran-conflict-exposed-americas-major-energy-weakness-global-oil/ - * The recent conflict with Iran highlighted America's reliance on global oil and waterways, causing oil prices to surge.* The US is encouraged to increase domestic drilling, natural gas extraction, and take control of strategic assets like the Panama Canal.* The article discusses potential policy actions including tariffs, infrastructure investment, and exploiting Venezuelan oil reserves to enhance energy independence.* It criticises the Green New Deal and stresses the importance of oil-based infrastructure for daily life.* The article advocates for long-term energy security through domestic production and infrastructure overhaul.*
459. https://www.bairdmaritime.com/shipping/iran-says-hormuz-open-to-all-but-enemy-linked-ships - * Iran's representative to the UN maritime agency announced the Strait of Hormuz is open to ships not linked to 'Iran's enemies'.* * The Strait remains a key route for around a fifth of global oil and liquefied natural gas supplies.* * Most ships are avoiding the strait due to Iranian threats amid ongoing conflict.* * Iran is willing to cooperate with the International Maritime Organisation to improve maritime safety.* * Iran blames Israeli and US attacks for the current tension in the Strait of Hormuz.*
460. https://www.france24.com/en/live-news/20260322-middle-east-war-global-economic-fallout - * The war in the Middle East causes concern over energy prices and economic damage if it lasts more than six months, with fears over Iran's threat to close the Strait of Hormuz. * Iran's military threatened to shut the Strait if US President Donald Trump acts on threats to target Iran's power plants. * North Macedonia and Sri Lanka have taken measures to manage fuel prices amidst the conflict. * Vietnam and Russia plan to sign energy deals, including on oil and gas cooperation. * G7 and EU officials called for an end to Iran's attacks and urged EU countries to lower their gas storage targets to ease price pressures.
461. https://lajornadanet.com/portada/amenazas-de-trump-a-iran-si-no-abre-completamente-el-estrecho-de-ormuz-en-48-horas/ - * The U.S. President Donald Trump demands Iran to open the Strait of Hormuz within 48 hours, threatening attack if not complied. * Iran has responded by almost entirely blocking the strait, prohibiting all vessels from passing. * Iran's Revolutionary Guard states that ships from the U.S. and allies cannot cross the strait. * Iran's Foreign Minister affirms the strait remains open for countries not deemed enemies. * Trump proposes a naval coalition to escort vessels, but countries including China, Australia, Germany, Japan, South Korea, and Spain oppose military involvement.
462. https://www.northkoreatimes.com/news/278937396/iran-2026-the-energy-heart-of-the-global-conflict - * The article discusses the potential escalation of conflict involving Iran, the US, and Israel and its systemic impact on global energy markets and maritime routes, particularly the Strait of Hormuz. * It highlights Iran's influence through energy resources, regional alliances, and missile capabilities, with a focus on the Persian Gulf's role as a critical energy hub. * The article provides data on oil transit volumes, market values, and the global dependency on Gulf exports. * It examines the strategic importance of maritime chokepoints, risks of disruptions, and geopolitical tensions affecting energy security. * It underlines the broader economic and logistical implications of conflict escalation in this critical maritime and energy nexus.
463. https://www.iranherald.com/news/278937221/this-war-will-be-endgame-of-america-supremacy-congress-mp-imran-masood-on-west-asia-conflict - * Congress MP Imran Masood warns that the ongoing conflict in West Asia could end America's global supremacy due to Iran's strategic influence and control over key sea passages. * Masood states that a war involving Iran would lead to sharp rises in oil prices and impact international trade. * The conflict has resulted in disruptions through the Strait of Hormuz, with a significant reduction in oil transit. * Congress MP Manish Tewari reports major global trade disruptions, including reduced oil shipments and ships at anchor, due to the crisis. * Both MPs highlight potential escalation and worsening of the situation if the conflict continues or intensifies.
464. https://www.stern.de/politik/ausland/iran-krieg--das-hormus-ultimatum---welche-folgen-hat-trumps-drohung--37244084.html - * Der Konflikt um die Straße von Hormus verschärft sich durch Trumps Drohung, iranische Kraftwerke zu attackieren, um den Schiffsverkehr zu sichern. * Das US-Ultimatum an den Iran läuft in 48 Stunden ab, während Teheran mit Angriffen auf Energieinfrastruktur droht. * Der Schiffsverkehr im Persischen Golf ist praktisch zum Erliegen gekommen, da die Meerenge stark beeinträchtigt ist. * Der Iran könnte Gaskraftwerke und die einzige Atomkraftanlage Buschehr gezielt angreifen; eine direkte Attacke auf das Atomkraftwerk erscheint unwahrscheinlich. * Angriff auf Energie- und Entsalzungsanlagen würde die Versorgung im Iran und Golfregion erheblich gefährden und regionale Instabilität steigern.
465. https://bitcoinethereumnews.com/tech/5-forces-driving-oil-and-ai-costs-higher-as-the-iran-war-escalates/?utm_source=rss&utm_medium=rss&utm_campaign=5-forces-driving-oil-and-ai-costs-higher-as-the-iran-war-escalates - - Oil prices have surged above $112 per barrel due to escalating conflict, affecting global supply chains. - About 20% of the world's oil and LNG flow through the Strait of Hormuz, a critical chokepoint. - Rising energy, helium, and shipping costs are increasing the expenses of semiconductor and AI infrastructure. - Supply chain disruptions at key chokepoints threaten global technology production, including memory chips and semiconductor supply. - Dependencies on Middle Eastern energy and materials, as well as South Korea and Taiwan for chip production, expose vulnerabilities in AI and tech infrastructure.
466. https://meyka.com/blog/gspc-today-march-22-gcc-condemns-iran-strikes-oil-risk-rises-2203/ - * GCC condemns Iran strikes on infrastructure and oil sites, boosting Middle East oil risk and global energy supply concerns. * Oil market volatility, geopolitical tensions, and supply disruptions impact prices and risk premiums. * For German investors, sectors sensitive to oil, such as airlines, logistics, and chemicals, face margin pressures; utilities and defensive sectors may offer buffers. * Key technical levels for ^GSPC include 6,540.73 (lower Bollinger band) and 6,615.70 (200-day average); oversold indicators suggest potential rebounds. * Monitor crude curves, tanker routes, refinery outages, and policy responses as escalation risks persist.
467. https://www.objectivist.co/2026/03/president-trump-puts-iran-on-48-hour-notice-open-the-hormuz-strait-or-else-watch/ - * President Donald Trump warned Iran that the US would take military action if the Strait of Hormuz is not reopened within 48 hours. * The statement follows rising tensions, attacks on infrastructure, and disruptions to commercial shipping throughout the Gulf. * Over 20 nations issued a joint condemnation of Iran's attacks on shipping vessels and energy infrastructure. * Countries called on Iran to cease threats, mine-laying, drone and missile attacks, and to comply with UN resolutions. * The situation affects global energy markets due to the critical importance of the Strait of Hormuz for oil and gas shipments.
468. https://timesofoman.com//article/169751-survivor-bikram-ghosh-recounts-ordeal-aboard-attacked-oil-tanker-skylight-amid-west-asia-conflict - ['* Bikram Ghosh, an Indian survivor, describes the attack on the oil tanker Skylight in waters off Oman in March, caused by a drone or missile.', '* The vessel was struck near the Strait of Hormuz amid West Asia conflict, resulting in the death of one Indian national and the missing of another.', '* Eleven crew members, including eight Indians, were aboard; survivors were rescued by the Omani Navy and returned to Mumbai.', '* The attack occurred during escalating regional tensions following military strikes involving Iran, the US, and Israel, which led to the closure of the Strait of Hormuz.', '* Ghosh called for the Indian government to help stranded seafarers and ensure their safe return amidst ongoing conflict.']
469. https://web3wire.org/web3/abishai-financial-asia-oil-climbs-on-supply-concerns/ - * Brent crude trades above $100 for the first time in over three and a half years, reaching $119 before settling around $108.7. * Disruption in the Strait of Hormuz affects approximately 20% of global oil flows, with Iranian missile strikes removing about 17% of Qatar’s LNG export capacity. * Global oil supply has decreased by roughly 8 million barrels per day over three weeks amid regional production cuts. * Emergency reserves have been released by IEA and US authorities but remain insufficient to stabilise prices. * Abishai Financial Asia emphasises the importance of stress testing portfolios against energy market volatility.
470. https://themoneyprinter.substack.com/p/dont-bring-a-knife-to-a-chart-party - * The author discusses a potential decline in market liquidity due to rising bond yields, oil prices, the US dollar, and their impacts on global markets. * Market dynamics show the US dollar strengthening during global sell-offs, driven by systemic obligations rather than confidence. * The article explains the role of the US dollar in global debt and the challenges of potential currency transition. * It notes current retail sentiment is low, energy stocks are underowned, and oil prices are surging, with implications for liquidity. * The piece warns of rising food prices and compares current inflation to the 1970s, suggesting future monetary relaxation.
471. https://bitcoinworld.co.in/trump-iran-ultimatum-strait-hormuz/ - * Former President Donald Trump issues a 48-hour ultimatum to Iran demanding guarantee of free passage through the Strait of Hormuz. * Market volatility follows, with Brent crude futures rising over 8% and shipping insurance premiums increasing by 300%. * The Strait of Hormuz is a crucial oil transit chokepoint for approximately 21 million barrels daily, about 21% of global supply. * Analysts suggest the US aims to reassert dominance, reassure markets, and build regional coalitions. * Iran’s potential response includes harassment, cyberattacks, or proxy actions, with regional allies offering varied support.
472. https://www.indiatoday.in/world/story/reopen-hormuz-or-will-destroy-power-plants-trump-warns-iran-tehran-hits-back-2885593-2026-03-22?utm_source=rss - * US President Donald Trump issues a threat to strike Iran's power plants if the Strait of Hormuz is not fully reopened within 48 hours. * Iran responds with warnings of retaliation against US and allied infrastructure, including energy sites in countries hosting US bases. * The Strait of Hormuz, a critical global shipping route for oil and gas, was shut on February 28, leading to disrupted tanker movement and rising fuel prices. * Escalating military actions include US-Israeli strikes in Iran, missile launches, and attacks on Israel and Lebanon. * Oil prices have surged to multi-year highs, with Brent crude around $110 per barrel.
473. https://orient.tm/en/post/97377/orientir-energy-blocks-and-horizons-new-reality - * Recent events mark a significant shift in global energy and trade, including the mothballing of Qatar's LNG plants and strikes in the Persian Gulf. * Brent crude price ends the week at $111.40; gas in Europe at $1,350; gold reaches $2,192 per ounce. * Predictions of the demise of the petrodollar are increasingly discussed; energy blocs are forming globally and regionally. * Countries like South Korea and Japan are reconsidering coal and nuclear power, respectively. * The Strait of Hormuz is effectively closed to US, Israeli, and allied vessels, forcing most oil carriers to avoid the region and pay extortion fees. * Maritime logistics are severely disrupted, with over half of usual traffic lost; geography has become a decisive factor. * Central Asia's pipelines are becoming crucial security corridors, offering reliable transportation amid regional tensions.
474. https://albiladdaily.com/2026/03/22/jeddah-68/ - * The Yemeni government warns of potential Iranian escalation in strategic maritime passages, particularly the Bab Al-Mandeb Strait. * The Yemeni Minister of Media, Mua'mar Al Eryani, states Iran uses international maritime lines as military pressure tools in regional conflict. * The government links the Houthis to the Iranian Revolutionary Guard, framing them as part of Iran’s broader strategic operations. * Yemen warns ongoing Houthi control of parts of the Yemeni coast risks turning crucial waterways into tools of military brinkmanship. * Iran's military sources threaten to expand tensions to the Red Sea and Bab Al-Mandeb, citing possible responses if Hark island is attacked, raising global energy security concerns.
475. https://www.indiavision.com/international/opening-strait-of-hormuz-will-probably-require-us-boots-on-the-ground/600678/ - * The Strait of Hormuz may require a US ground military presence to ensure its security. * The waterway is a critical chokepoint for global oil transit, with significant economic implications. * US naval assets have historically safeguarded the area, but evolving threats may demand more direct intervention. * Potential threats include missile launches, mines, and drone attacks that could threaten maritime and infrastructure security. * Political and regional considerations would influence any decision to deploy ground forces.
476. https://news.ltn.com.tw/news/world/breakingnews/5379111 - * The Strait of Hormuz is a critical global shipping route, historically contested by world powers. * Iran challenges US interests amid rising energy prices and recent attacks on ships and ports. * The region has been a strategic focus since the 1930s with oil discoveries fueling geopolitical interest. * Historical conflicts include Portuguese and Ottoman control, piracy, and modern military tensions. * US policy and military actions have focused on safeguarding the strait since the 1980s. * Recent attacks on vessels and Iran's missile and drone threats highlight ongoing tensions in the area.
477. https://finance.yahoo.com/markets/stocks/articles/100-oil-conflict-iran-not-143500812.html - • The S&P 500 is down only 2% this year despite global stock sell-offs and economic concerns. • Oil prices have exceeded $100 due to Iran conflict, with potential inflation and stagflation risks. • The market remains resilient as investors expect the conflict will not be prolonged and anticipate a stabilisation of oil prices. • A resurgence in the US dollar, driven by safe-haven demand, supports market resilience. • Analysts are raising earnings estimates for the S&P 500, with record high consensus forecasts.
478. https://finance.yahoo.com/economy/policy/articles/fidelity-delivers-sobering-interest-rate-150700958.html - * The Federal Reserve held its benchmark interest rate steady at its March 17-18 meeting amid high inflation and stable jobs. * Fed Chair Jerome Powell indicated ongoing parsing of the Iran conflict and energy market swings, maintaining uncertainty. * Economic indicators show firm economic start in 2026, with increased manufacturing orders and stimulus effects. * The decision to hold rates was influenced by inflation remaining above target and geopolitical uncertainties. * Three key unknowns include the impact of energy-market disruptions on inflation, future policy decisions, and the influence of geopolitical developments. * Rising oil prices due to Iran conflict are likely to impact inflation measures in upcoming data releases.
479. https://finance.yahoo.com/economy/policy/articles/federal-raising-red-flags-stock-150500761.html - * The Federal Reserve's Open Market Committee (FOMC) held the Fed Funds Rate steady at 3.5%–3.75%, with comments indicating ongoing economic expansion and elevated inflation. * The Fed raised its 2026 PCE inflation outlook from 2.4% to 2.7%, and core inflation projections also increased. * Producer input costs rose 3.4% annually in February, reaching the highest since last year, surpassing expectations. * Fed Chairman Jerome Powell indicated rate cuts are conditional on economic progress, amidst geopolitical uncertainties. * Market sell-off followed the Fed’s decision and commentary, reflecting investor concerns about inflation and policy outlook.
480. https://www.gbcghanaonline.com/features/iran-threatens-retaliation-after-trump-vows-to-obliterate-power-plants-unless-hormuz-reopens-within-48-hours/2026/ - * Iran declared the Strait of Hormuz remains open to global maritime traffic, excluding enemies. * US President Trump issued a 48-hour ultimatum for Iran to reopen the waterway, threatening to destroy Iranian power plants if ignored. * Tehran responded by shifting military doctrine to offensive, warning of regional energy infrastructure destruction. * Iran attacked Israeli towns and threatened to retaliate against US-Israeli targets, escalating regional tensions. * Global oil markets reacted with rising prices, and African nations face surging fuel costs due to the crisis.
481. https://meyka.com/blog/march-22-iranian-oil-waiver-aims-to-cool-112-brent-india-eyes-buys-2203/ - * The US issued a 30-day waiver for Iranian oil already at sea on March 22, aimed at easing supply tightness and cooling Brent crude prices near $112. * Up to 140 million barrels could land if logistics, insurance, and payments align; trading depends on compliance and sanctions. * Indian refiners are interested in Iranian oil contingent on government and banking approvals, with potential to improve refining margins. * Brent prices may decrease if imported volumes materialise, but risk premiums remain due to Strait of Hormuz tensions and sanctions. * Investors should monitor Iranian oil flows, Brent price near $112, the rupee, and geopolitical developments over the next month.
482. https://www.newsghana.com.gh/key-uae-port-resumes-oil-loadings-after-drone-attack-market-fears-persist/ - * Oil loading operations at Fujairah export hub partially resumed following a drone strike and fire. * The strike occurred on Saturday and damaged storage tanks, causing some terminals to remain offline. * Saturday’s attack was the second drone incident at Fujairah in less than a week. * The strike followed US strikes on Iran’s Kharg Island and Iran’s retaliation threats. * The conflict has disrupted global oil flows, increasing regional fuel prices and impacting exports. * ADNOC indicates a gradual normalisation of oil exports from Fujairah amid ongoing tensions.
483. http://malaysiansmustknowthetruth.blogspot.com/2026/03/govt-looking-into-alternative-energy.html - * Deputy prime minister Fadillah Yusof states Malaysia is exploring alternative energy suppliers if the Middle East conflict continues and the Strait of Hormuz remains closed. * Petronas has contingency plans with Australia and other Asia-Pacific countries as potential suppliers. * The Strait of Hormuz closure by Iran has disrupted 20% of global oil and gas flow, causing crude prices to rise. * Malaysia has raised fuel prices and maintains subsidies, with ongoing planning to ensure energy stability. * Prime Minister Anwar Ibrahim confirmed that Malaysia is a net oil importer relying on transit through the strait.
484. https://coingape.com/pm-modi-holds-emergency-meet-as-iran-seeks-indias-independent-role-in-ending-us-iran-war/ - * Indian Prime Minister Narendra Modi will hold an emergency cabinet meeting to assess the US-Iran war situation and its effect on vital industries, including petroleum and crude oil. * The Strait of Hormuz closure has created international energy supply challenges, affecting countries including India. * Iran has called on India to use its independent influence to help de-escalate the conflict, especially as India currently holds the BRICS chair. * The US has warned Iran over the Strait closure, with threats of attacks on Iran’s energy infrastructure. * The conflict poses economic threats to India, which relies on imports via the Strait, with oil prices rising to $98, and potential for increased fuel prices and inflation.
485. https://www.business-standard.com/markets/news/iran-war-volatility-indian-equities-outlook-126032200439_1.html - * The Strait of Hormuz, a critical oil transit route, has come to a virtual halt due to the Iran war. * Brent crude prices increased by 44.6 per cent since the start of the conflict. * The war impacts India's economy, causing record-high rupee depreciation and inflation concerns. * Indian equities face increased headwinds with foreign portfolio investors (FPIs) turning risk-off. * Market analysts predict heightened volatility and revisit profit growth assumptions amid disruptions.
486. https://www.benzinga.com/news/politics/26/03/51396948/scaramucci-warns-iran-conflict-could-force-fed-into-rapid-rate-hikes-says-trump-cannot-believe-his-luck-has-run-out-in-iran - * Anthony Scaramucci states Iran conflict could shift the Federal Reserve from rate cuts to hikes, citing war-driven inflation expectations. * He discusses a military escalation with a Marine Expeditionary Force heading towards the Strait of Hormuz. * The article links geopolitical tensions to risks in energy markets, especially oil prices and inflation. * Scaramucci proposes de-escalation strategies including naval escorts and insurance measures to stabilise oil transit. * The article highlights potential impacts on US monetary policy and global oil supply due to Iran-U.S. tensions.
487. https://www.indiasnews.net/news/278937310/indian-industry-resilient-despite-west-asia-conflict-govt-relief-initiative-supports-exporters-cii-president-designate-mukundan - * Indian industry demonstrates resilience despite supply chain disruptions from West Asia conflict. * Government reforms and support measures are aiding businesses amid global uncertainties. * Policy reforms benefit chemicals and petrochemicals sectors, promoting investment and integration. * Mukundan supports government's RELIEF initiative, which eases logistics, insurance, and input costs for exporters. * The conflict in West Asia, including the closure of the Strait of Hormuz, impacts energy markets and maritime routes.
488. https://www.newsghana.com.gh/key-uae-port-resumes-oil-loadings-after-drone-attack-market-fears-persist/ - * Oil loading operations at Fujairah export hub partially restarted following drone strike and fire on Saturday. * Most storage terminals and berths at Fujairah Oil Tanker Terminal are operational, with some terminals still offline. * Saturday’s attack was the second drone incident at Fujairah in a week, with prior damage on March 9. * The strike occurred hours after US strikes on Iran’s Kharg Island, with Iran warning of retaliation. * Fujairah is a key export route outside the Strait of Hormuz, handling about 1% of global oil demand, now critical due to Strait closure.
489. https://raillynews.com/2026/03/trumps-48-hour-deadline-to-iran/ - * The Middle East, particularly the Strait of Hormuz, faces escalating tensions between the US and Iran, with threats of military action and interference with tanker passage. * US President Trump issued a 48-hour deadline for Iran to stop its provocative actions, warning of potential military strikes on Iranian energy infrastructure. * Iran responded with defiance, threatening retaliation against US interests and regional allies such as Israel. * The Strait of Hormuz, through which approximately 20% of the world's oil passes, remains a critical chokepoint, with risks of disruption affecting global energy prices. * A potential blockade could lead to record-high crude oil prices, market volatility, supply shortages, and geopolitical realignments worldwide.
490. https://www.stl.news/trump-warns-of-strikes-on-irans-power-facilities-if-strait-of-hormuz-remains-closed-for-48-hours/ - * President Donald Trump vows to target Iran’s power facilities if the Strait of Hormuz remains closed for 48 hours. * The threat relates to ongoing disputes over maritime security and the vital oil transit route. * The Strait of Hormuz accounts for about 20% of the world's daily oil supply. * Tensions have escalated between the U.S. and Iran following sanctions, regional military moves, and incidents like Iran seizing a British tanker. * Oil prices surged approximately 3% after Trump’s warning, with potential global economic impacts if conflict escalates.
491. https://www.stl.news/trump-warns-of-strikes-on-irans-power-facilities-if-strait-of-hormuz-remains-closed-for-48-hours/ - * Trump issues a 48-hour ultimatum to Iran over reopening the Strait of Hormuz, threatening to target Iran’s power infrastructure. * The statement was made during a press conference at the White House, highlighting ongoing tensions over maritime security. * The Strait of Hormuz accounts for about 20% of global daily oil supply, with recent escalations increasing fears of economic impacts. * US-Iran relations have been hostile since 1979, with recent military movements and sanctions intensifying conflicts. * Oil prices surged approximately 3% following Trump’s threats, reflecting market sensitivity to potential disruptions.
492. https://www.ndtv.com/world-news/5-facts-about-the-blockage-of-strait-of-hormuz-amid-us-israel-iran-war-11250246#publisher=newsstand - • The Strait of Hormuz, a key route for around a fifth of global crude oil and liquefied natural gas, has been blocked due to the US-Israel-Iran conflict. • Since 1 March 2026, 24 security incidents involving vessels have occurred, with eight deaths and four missing persons. • Shipping through the strait has dropped by 95%, with only 124 crossings from 120 daily, mostly east-bound oil tankers. • About 20,000 seafarers and numerous port workers are stranded in the region; approximately 3,200 vessels are present. • Ship fuel prices have increased by 90%, and shipping costs for crude oil have doubled to $10 per barrel.
493. https://americanpress.com/2026/03/22/trump-threatens-attacks-on-iranian-power-plants-if-tehran-fails-to-open-the-strait-of-hormuz/ - * The Strait of Hormuz, a critical oil transit route, is under threat due to Iran's control and recent attacks, impacting global oil flows. * Iran's envoy indicated vessels' passage in the strait is subject to Tehran's discretion, affecting international shipping. * Iran launched missile attacks near Israeli nuclear sites, marking a significant escalation in regional tensions. * Israel's military reported missile strikes near Dimona and Arad; Iran's threats and missile actions signal a heightened conflict. * The US has not commented on recent strikes in Iran and Israel, amidst ongoing tensions over nuclear and maritime disputes.
494. https://www.ndtv.com/world-news/5-facts-about-the-blockage-of-strait-of-hormuz-amid-us-israel-iran-war-11250246#publisher=newsstand - * The Strait of Hormuz, a key shipping route for around a fifth of global crude oil and liquefied natural gas, is virtually paralysed due to conflict. * The war started on February 28 with US and Israel bombing Iran, leading Tehran to retaliate and restrict access. * Since March 1, 2026, 24 vessels, including 11 tankers, have been attacked or reported incidents, with four unconfirmed by authorities. * At least eight seafarers or dock workers have died, four are missing, and ten injured. * Shipping activity decreased by 95%, from 120 daily transits to just 124 crossings between March 1-21, mostly eastbound. * About 20,000 seafarers and numerous other maritime personnel are affected; approximately 3,200 vessels are present in the region. * The conflict has caused a 90% increase in ship fuel prices, doubling the cost of shipping crude oil to around $10 per barrel since the year's start.
495. https://africaports.co.za/2026/03/22/africa-ports-ships-maritime-news-22-23-march-2026/ - * The IMO Council held a two-day meeting in London on 18-19 March 2026, condemning threats and attacks against vessels in the Strait of Hormuz. * The Council proposed establishing a safe maritime framework and urged international coordination to facilitate safe evacuation and navigation. * The Secretary-General called for action to protect seafarers and ensure safe passage amid escalating regional tensions. * The meeting responded to attacks that have affected merchant vessels and threatened maritime security. * Over 20,000 seafarers are stranded in the region, facing risks and shortages of supplies.
496. https://www.aol.com/oil-surges-stocks-plunge-fears-121201132.html - * U.S. stocks declined approximately 1% to over 2.5% during trading, amid fears of a prolonged Iran conflict. * Crude oil prices increased by 8% initially, reaching the highest since January 2025, and later rose about 4% after US political statements. * Oil prices surged over 13% since Sunday, impacting global fuel prices, with gasoline prices increasing by 19 cents. * Energy market reactions included sharp drops in European and Asian stock indices, amid geopolitical tensions. * The conflict's escalation affected travel, shipping routes including the Strait of Hormuz, and energy supply fears globally.
497. https://londonlovesbusiness.com/the-world-is-dealing-with-an-enormous-supply-shock-as-oil-soars/ - * Three weeks into the Iran conflict, global oil markets experience turmoil with Brent crude prices rising over 50% to $112 per barrel.* * Disruption caused by the near-complete closure of the Strait of Hormuz and attacks on energy facilities in the Middle East.* * Physical oil prices, including jet fuel, diesel, and gasoline, increase significantly, affecting airlines, trucking, and shipping sectors.* * The International Energy Agency describes the event as the largest oil supply disruption in history, affecting approximately 17 million barrels daily.* * The US has responded by releasing strategic reserves and unblocking some Russian oil, with discussions on easing sanctions on Iran; market uncertainty persists.*
498. https://schiffgoldprod.wpenginepowered.com/interviews/schiff-on-fox-business-the-fed-just-admitted-its-powerless - * Peter Schiff discusses the Fed's decision to hold rates steady and argues the Fed is out of touch with inflation data. * Highlights a jump in the producer price index (PPI) indicating persistent inflation. * Warns of rising US national debt, escalating deficits, and the impact of geopolitical tensions and war. * Predicts a major housing market correction akin to 2007–2008, with prices overvalued by at least 30% nationwide. * Advocates reducing exposure to US stocks and bonds, investing in gold and silver, and preparing for stagflation and recession.
499. https://www.eanlibya.com/%D9%86%D8%AA%D9%86%D9%8A%D8%A7%D9%87%D9%88-%D9%8A%D9%87%D8%AF%D8%AF-%D9%82%D8%A7%D8%AF%D8%A9-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D9%88%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%8A%D8%B4%D9%87/ - * Israeli Prime Minister Benjamin Netanyahu threatens to target Iranian leadership, including IRGC, and assets, following Iranian missile strikes on southern Israel. * Iranian missile attacks caused damage and casualties in Arad and Dimona, with over 100 injured. * Strait of Hormuz experiences near-complete shutdown due to escalating conflict, impacting global oil and gas transit. * Since March 1, 24 security incidents involving ships, including 11 oil tankers, have been reported, with casualties and missing persons. * Maritime traffic through the Strait reduced by 95%, with significant economic impacts including a 90% rise in fuel prices.
500. https://londonlovesbusiness.com/the-world-is-dealing-with-an-enormous-supply-shock-as-oil-soars/ - * Three weeks into the Iran conflict, Brent crude prices rise over 50% to $112 per barrel. * The Strait of Hormuz closure and attacks on energy facilities disrupt oil supply. * Jet fuel, diesel, and gasoline prices increase globally, affecting airlines, trucking, and shipping. * The International Energy Agency describes this as the largest oil supply disruption in history, affecting 17 million barrels daily. * US response includes releasing strategic reserves and unblocking Russian oil, with potential easing of Iranian sanctions. * The price shock contributes to global inflation, increasing energy market volatility and economic pressure worldwide.