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2026-03-05 • Strait of Hormuz blockade spikes oil prices; Brent hits $84, diesel €2 in Germany
Morning Intelligence – The Gist The overnight blockade of the Strait of Hormuz—artery for roughly 20 % of global crude and LNG—has pushed retail diesel above €2 in Germany and sent Brent past $84, its highest level since 2024.(amp.dw.com) Energy markets reacted immediately: U-S benchmark crude…
Read More2026-03-04 • Washington and Jerusalem’s actions led to the Strait of Hormuz closing, cutting oil flow by 90
Evening Analysis – The Gist Washington and Jerusalem’s pre-emptive gambit against Tehran has produced the macro-shock analysts long feared: the Strait of Hormuz is functionally shut, with tanker flow down 90 %, choking one-fifth of world oil supply and forcing Gulf producers toward “tank-tops”…
Read More2026-03-04 • Dutch TTF gas futures spiked 50%, settling 39% higher, amid Middle East tensions
Morning Intelligence – The Gist European energy traders woke to a fresh shock: Dutch TTF gas futures spiked an extraordinary 50 % intraday before settling 39 % higher— their steepest leap since the winter-price panic of 2022—while Brent crude vaulted 6 % toward $98 as Israeli-U.S. strikes on I…
Read More2026-03-03 • Drone strikes in Qatar disrupt energy markets, spiking oil prices by 13% and gas by
Evening Analysis – The Gist Oil’s heart-rate monitor just spiked again. Drone strikes that shut QatarEnergy’s LNG hubs and fresh missile exchanges around the Strait of Hormuz have pushed Brent up 13 % to $82 a barrel and European gas benchmarks 40 % higher, while global equities recoiled (theg…
Read More2026-03-03 • Iran’s actions escalate tensions with attacks on U.S. assets, impacting global energy markets and turning the
Morning Intelligence – The Gist Iran’s war of proximity turned direct overnight: two Iranian drones ignited the U.S. embassy compound in Riyadh just hours after similar salvos crippled QatarEnergy’s LNG hub and forced Saudi Arabia’s Ras Tanura refinery offline. The human toll is already severe…
Read More2026-03-02 • Iran’s drone attacks on Qatar’s LNG hub and U.S.–Israeli strikes on Khamenei
Evening Analysis – The Gist For the first time since Russia’s 2022 invasion of Ukraine, a single regional flash-point has simultaneously rocked energy, security and financial systems. Over the past 24 hours Iran’s drone attacks crippled Qatar’s LNG hub—20 % of global supply—while tanker traffi…
Read More2026-03-02 • U.S.–Israeli strikes on Iran closed eight Middle-East airspaces, affecting 2,800
Morning Intelligence – The Gist The sudden closure of eight Middle-East airspaces after the U.S.–Israeli strikes on Iran erased at least 2,800 flights Sunday and marooned hundreds of thousands of passengers; the three Gulf hubs alone normally funnel 90 000 travellers a day between Europe and A…
Read More2026-03-01 • U.S.–Israeli strike on Iran kills 200, threatens Strait of Hormuz, oil hits
Evening Analysis – The Gist Tonight’s joint U.S.–Israeli decapitation strike on Iran shatters four decades of deterrence and redraws the energy map in one sortie. Tehran confirms at least 200 dead, including 153 school-girls in Minab, after missiles hit 24 provinces (apnews.com). Financial mar…
Read More2026-03-01 • Iran’s Supreme Leader Khamenei confirmed dead after strikes. Oil risks surge; premiums rise. Global
Morning Intelligence – The Gist Iran’s 86-year-old Supreme Leader, Ayatollah Ali Khamenei, was confirmed dead overnight after U.S.–Israeli precision strikes levelled his Tehran compound, triggering a 40-day national mourning order and frenzied succession manoeuvres in Qom and within the Revolu…
Read More2026-02-28 • Washington and Jerusalem struck Tehran, prompting Iran’s missile response. Airspace shut, oil prices surged,
Evening Analysis – The Gist Washington and Jerusalem pierced Iran’s capital overnight, striking sites near Ayatollah Khamenei. Tehran’s immediate missile riposte hit U.S. bases across six Gulf states and shut the airspace of eight countries, halting the Europe-Asia flight bridge. (apnews.com) …
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