Daily Memo: Maritime Developments in the Middle East and Europe

Geopolitical Futures is a free newsletter with weekly analysis from New York Times bestselling author George Friedman and a global team of analysts. It includes special offers and reports on Turkey, Iran, and the future of the Middle East. Sign up now to receive the special report on Turkey and Iran.

War With Iran Kicks Off … Again

Steve Hayes, Jonah Goldberg, Mike Warren, and Mike Nelson are discussing the renewed hostilities between the United States and Iran. They also discuss the changing momentum in the war between Russia and Ukraine and the changing tone from Donald Trump. For Not Worth Your Time, Hayes asks the panel about their inner curmudgeon.

Trump’s Iran Blockade Is Back. Plus. . .

The on-again, off-again war between the U.S. and Iran is back on. Arthur Brooks explains how the self-help industry can survive AI. Prince Harry suffered a major defeat in his battle against the tabloids. Apple filed a lawsuit against OpenAI on Friday, accusing the company of trade secret theft.

Escalations in the Middle East have damaged the media narrative that has built up over the past few weeks. Russia and Ukraine's advance in drone technology means it has been able to attack and damage Russian refineries, pumping stations and other energy logistics. Waleed Said, Technical Analyst at GivTrade, noted that both Brent and WTI “exploded almost 10 percent higher in the previous session”.

How new Yemen tensions could complicate the global energy crisis

Yemen's government bombed the runway at Sanaa International Airport to prevent an Iranian aircraft from landing. Houthi rebels fired ballistic missiles towards southern Saudi Arabia in retaliation. Bab al-Mandeb Strait is a 29-mile (18-mile) bottleneck connecting the Red Sea to the Gulf of Aden and the Indian Ocean. Iran closed the Strait of Hormuz again amid its ongoing war with the United States and Israel.

Trump’s 20% Hormuz toll jolts markets as Asia adapts to oil shock

Oil prices jumped to a one-month high of US$84.78 a barrel on Tuesday morning as renewed fighting between Iran and the US over control of the Strait of Hormuz rattled markets. US President Donald Trump announced that Washington would levy a 20 per cent charge on cargo passing through the strait. Economists and shipping analysts say the region is better placed to absorb the blow this time round.

Oil and gas prices jump, UK interest rate hike expectations increase as Middle East tensions ratchet higher – business live

Brent crude is up 3.4% at $86.15 a barrel. The FTSE 100 index in London is down 0.5%, or 52 points, at 10,445. The German Dax has dropped 0.55%, the French CAC lost 0.9%, the Italian borsa declined 0.7%, and the Spanish Ibex tumbled 1.07%. BP topped the FTSe 100 with a 3% gain, while Shell shares are 1.7%. BP said net debt at the end of the second quarter is expected to fall to between $22bn and $23bn.

The geopolitics of spare capacity: The hidden weapon in energy diplomacy

Spare production capacity is the ability to increase production rapidly when the market needs it most. Spare capacity is a geopolitical asset that allows producers to stabilise markets, reassure consumers and strengthen their diplomatic position during periods of uncertainty. Saudi Arabia remains the world’s principal holder of meaningful spare production capacity.

Daily Memo: Maritime Developments in the Middle East and Europe
Daily Memo: Maritime Developments in the Middle East and Europe

Geopolitical Futures is a free newsletter with weekly analysis from New York Times bestselling author George Friedman and a global team of analysts. It includes special offers and reports on Turkey, Iran, and the future of the Middle East. Sign up now to receive the special report on Turkey and Iran.

Geopolitical Futures
news
War With Iran Kicks Off … Again
War With Iran Kicks Off … Again

Steve Hayes, Jonah Goldberg, Mike Warren, and Mike Nelson are discussing the renewed hostilities between the United States and Iran. They also discuss the changing momentum in the war between Russia and Ukraine and the changing tone from Donald Trump. For Not Worth Your Time, Hayes asks the panel about their inner curmudgeon.

The Dispatch
independent
Trump’s Iran Blockade Is Back. Plus. . .
Trump’s Iran Blockade Is Back. Plus. . .

The on-again, off-again war between the U.S. and Iran is back on. Arthur Brooks explains how the self-help industry can survive AI. Prince Harry suffered a major defeat in his battle against the tabloids. Apple filed a lawsuit against OpenAI on Friday, accusing the company of trade secret theft.

Common Sense
individual
Escalations Damage Hormuz Media Narrative

Escalations in the Middle East have damaged the media narrative that has built up over the past few weeks. Russia and Ukraine's advance in drone technology means it has been able to attack and damage Russian refineries, pumping stations and other energy logistics. Waleed Said, Technical Analyst at GivTrade, noted that both Brent and WTI “exploded almost 10 percent higher in the previous session”.

Rigzone.com: Latest News Headlines
news
How new Yemen tensions could complicate the global energy crisis
How new Yemen tensions could complicate the global energy crisis

Yemen's government bombed the runway at Sanaa International Airport to prevent an Iranian aircraft from landing. Houthi rebels fired ballistic missiles towards southern Saudi Arabia in retaliation. Bab al-Mandeb Strait is a 29-mile (18-mile) bottleneck connecting the Red Sea to the Gulf of Aden and the Indian Ocean. Iran closed the Strait of Hormuz again amid its ongoing war with the United States and Israel.

Al Jazeera – Breaking News, World News and Video from Al Jazeera
news
Trump’s 20% Hormuz toll jolts markets as Asia adapts to oil shock
Trump’s 20% Hormuz toll jolts markets as Asia adapts to oil shock

Oil prices jumped to a one-month high of US$84.78 a barrel on Tuesday morning as renewed fighting between Iran and the US over control of the Strait of Hormuz rattled markets. US President Donald Trump announced that Washington would levy a 20 per cent charge on cargo passing through the strait. Economists and shipping analysts say the region is better placed to absorb the blow this time round.

News - South China Morning Post
geopolitics
Oil and gas prices jump, UK interest rate hike expectations increase as Middle East tensions ratchet higher – business live
Oil and gas prices jump, UK interest rate hike expectations increase as Middle East tensions ratchet higher – business live

Brent crude is up 3.4% at $86.15 a barrel. The FTSE 100 index in London is down 0.5%, or 52 points, at 10,445. The German Dax has dropped 0.55%, the French CAC lost 0.9%, the Italian borsa declined 0.7%, and the Spanish Ibex tumbled 1.07%. BP topped the FTSe 100 with a 3% gain, while Shell shares are 1.7%. BP said net debt at the end of the second quarter is expected to fall to between $22bn and $23bn.

The Guardian
corporate
The geopolitics of spare capacity: The hidden weapon in energy diplomacy
The geopolitics of spare capacity: The hidden weapon in energy diplomacy

Spare production capacity is the ability to increase production rapidly when the market needs it most. Spare capacity is a geopolitical asset that allows producers to stabilise markets, reassure consumers and strengthen their diplomatic position during periods of uncertainty. Saudi Arabia remains the world’s principal holder of meaningful spare production capacity.

Middle East Monitor
geopolitics
Toast Message