The ScopeGlobal Macro
2026-05-27 05:46 (CN)
THEME TIMELINE
Regional Conflict
US military attacked southern Iran near the Strait of Hormuz, targeting Iranian vessels attempting to lay mines and missile launchers, claiming self-defense; markets focus on Iran's response and navigation risks in the Strait. (Yonhap News TV); US launched new strikes on Iranian missile launch facilities and vessels during ceasefire negotiations, potentially affecting Middle East energy supply stability. (Der Spiegel International) Key events: US military strikes Iranian targets near Hormuz (Yonhap News TV); US-Iran war: US airstrikes on Iranian targets during ceasefire talks (Der Spiegel International)
SOURCE COVERAGE

Source Coverage

Latest Update: 2026-05-26
Sources
80
Mainland
4
HK/Macau/Taiwan
0
Overseas
76
Official
7
Non-official
73
Aggregators
2
Original-reporting Preferred
78
Chinese
4
English
35
Reference Links
200
Countries / Regions: Australia / Brazil / Canada / China / EU / France / Germany / India / Indonesia / International / Iran / Israel / Japan / Qatar / Russia / South Korea / Turkey / UK / USA / Ukraine
Sample Sources
COVERAGE GAPS

Coverage Gaps

Rule-based observations derived from source mix only.
Coverage leans overseas
WARN
In this window, overseas sources = 76, mainland sources = 4.
English coverage exceeds Chinese
WARN
In this window, English-language sources = 35, Chinese-language sources = 4.
RESEARCH PROJECTION

Research Projection

Linked products: AU Gold / SC Crude Oil / FU Fuel Oil / EC Europe Container Shipping / PS Polysilicon
Tracking status: active 30 / review due 30
Lifecycle review: continued · reporting remains dense
Latest decision: continued · manual_continue_recent_reporting_density
Latest checkpoints
2026-05-26
Open report
Updates
  • US military attacked southern Iran near the Strait of Hormuz, targeting Iranian vessels attempting to lay mines and missile launchers, claiming self-defense; markets focus on Iran's response and navigation risks in the Strait. (Yonhap News TV)
  • US launched new strikes on Iranian missile launch facilities and vessels during ceasefire negotiations, potentially affecting Middle East energy supply stability. (Der Spiegel International)
  • US military struck southern Iran, calling the action defensive to protect US and allied forces. This occurred during ceasefire extension talks, possibly escalating regional tensions. (KBS World News)
Key Events
  • US military strikes Iranian targets near Hormuz (Yonhap News TV)
  • US-Iran war: US airstrikes on Iranian targets during ceasefire talks (Der Spiegel International)
  • US military strikes southern Iran, tensions escalate during ceasefire negotiations (KBS World News)
Linkage
Military strike near Hormuz / Oil supply disruption risk / Crude price spike
US strikes Iran / supply disruption risk / oil price spike
Sources
Xinhua World / China News Service / Yonhap News TV / Der Spiegel International / KBS World News / BBC News (Top) / Al Jazeera Middle East / Yonhap News Agency / RT News / Yahoo News - World / Google News - World / Nikkei Asia / The Hindu BusinessLine / Times of India / JETRO Business News
Reference Links
2026-05-25
Open report
Updates
  • International oil prices fell on expectations of a possible peace agreement between the US and Iran, including reopening the Strait of Hormuz. (BBC News (Business))
  • US-Iran talks on reopening the Strait of Hormuz and nuclear issues are nearing conclusion, with a deal possible within days. However, differences remain over the agreement's content; Iran denies committing to abandon uranium enrichment, and Republican hardliners criticize the deal as too rushed. (Yonhap News TV)
  • The US and Iran have reached a memorandum of understanding covering the resumption of navigation through the Strait of Hormuz and Iran's commitment not to develop nuclear weapons. (France 24 #3)
Key Events
  • US-Iran peace talk expectations drive oil prices down (BBC News (Business))
  • US-Iran talks near conclusion; deal possible within days (Yonhap News TV)
  • US-Iran memorandum of understanding: Strait of Hormuz navigation and nuclear commitments (France 24 #3)
Linkage
US-Iran peace deal / Strait of Hormuz reopening / oil supply risk premium drops
US-Iran talks / Strait of Hormuz reopening / crude oil supply recovery
Sources
Xinhua World / Nikkei Asia / The New York Times / BBC News (Business) / Yonhap News TV / France 24 #3 / ANTARA News Jawa Timur / Google News - World / BBC News (Top) / The Hindu / Yahoo News - World / ANTARA News Agency / Times of India / RT News / France 24 #2
Reference Links
2026-05-24
Open report
Updates
  • The UK, France, Germany, and dozens of other countries jointly condemn Iran for attacking commercial vessels, laying mines, and blocking the Strait of Hormuz, threatening the global energy supply chain, and call for an immediate halt to attacks on civilian infrastructure. (GOV.UK - Joint Statement on Strait of Hormuz)
  • Trump says a peace deal with Iran is nearly complete and will be announced soon, including the reopening of the Strait of Hormuz. (Google News - World)
  • Iran claims the Strait of Hormuz remains under its control; the strait is one of the world's most important oil transit chokepoints. (Die Zeit Politics)
Key Events
  • Multilateral joint statement condemns Iran for blocking the Strait of Hormuz (GOV.UK - Joint Statement on Strait of Hormuz)
  • Trump says Iran peace deal close, Strait of Hormuz may reopen (Google News - World)
  • Iran says Strait of Hormuz remains under its control (Die Zeit Politics)
Linkage
Strait of Hormuz blockade / oil supply disruption / energy price spike
Iran peace deal / Strait of Hormuz reopening / oil supply risk premium drops
Sources
China News Service / GOV.UK - Joint Statement on Strait of Hormuz / O Globo Politics / Google News - World / Le Monde International / Die Zeit Politics / Yonhap News TV / RT News / The New York Times / Al Jazeera Middle East / ORF.at News / Times of India / Akşam / DW German News Service / n-tv Politik / The New Indian Express / The Independent / El Mundo - International News
Reference Links
2026-05-23
Open report
Updates
  • US President Trump held a meeting with the national security team to discuss military action against Iran, stating that Iran will never possess nuclear weapons, hinting at possible escalation. (China News Service)
  • Iran tightens Strait of Hormuz blockade, stranding crew members, risking disruption to global energy transport. (Yahoo News - World)
  • US Secretary of State Rubio calls on NATO allies to provide more support to help the US reopen the Strait of Hormuz and end the Iran war, conveying Trump's disappointment with allies' insufficient efforts. Pakistan's army chief will arrive in Tehran on Friday to push Iran... (France 24 #2)
Key Events
  • Trump discusses war with Iran with national security team (China News Service)
  • Iran tightens Strait of Hormuz blockade, crew stranded (Yahoo News - World)
  • Rubio urges NATO allies to increase support to end Iran war (France 24 #2)
Linkage
US-Iran conflict escalation / oil supply disruption risk / crude oil price spike
Strait closure / oil supply disruption / energy price spike
Sources
China News Service / Xinhua Finance / Yahoo News - World / France 24 #2 / Fed / Google News - World / Der Spiegel International / Al Jazeera Middle East / ABC News / Yonhap News TV / RT News / Times of India / Sky News / BBC News (Business) / The New York Times / France 24 #3
Reference Links
2026-05-21
Open report
Updates
  • Iran stated it will not surrender to the US, considering diplomacy wiser than war. Meanwhile, the Lebanese Health Ministry reported that Israeli attacks since March have killed 3,073 people in Lebanon. (Al Jazeera Middle East)
  • The US military boarded and inspected an Iranian oil tanker in the Gulf of Oman, the fifth commercial vessel intercepted since the US imposed a blockade on Iranian shipping, aiming to pressure Iran to return to negotiations and reopen the Strait of Hormuz. (Times of India)
  • Trump said US-Iran negotiations have entered the final stage, boosting market sentiment. All three major New York stock indices rose over 1%. International oil prices plunged, with WTI falling below $100 per barrel. (Yonhap News TV)
Key Events
  • Iran says it will not yield to US, diplomacy better than war (Al Jazeera Middle East)
  • US military boards Iranian oil tanker, Gulf tensions escalate (Times of India)
  • Trump says negotiations in final stage, New York stocks close up over 1% (Yonhap News TV)
Linkage
Iran-US tensions / safe-haven demand / oil price spike
Oil supply disruption / Oil price spike / Risk-off across assets
Sources
China News Service / Al Jazeera Middle East / Times of India / Yonhap News TV / Nikkei Asia / Google News - World / The New York Times / The Hindu / Fed / Global Issues News
Reference Links
2026-05-20
Open report
Updates
  • According to Reuters, the US Pentagon plans to significantly reduce its committed troop size under the NATO force model and will announce this at the NATO Defense Policy Directors meeting on May 22. This is part of a gradual US military withdrawal from Europe, following the cancellation of a deployment to Poland... (RT News)
  • US President Trump said the US may strike Iran again but believes Tehran wants a deal. He claimed to have paused a 'major attack' and said war is 'very popular.' (Google News - World)
  • Iran warns of more surprises if conflict resumes, after Trump threatened military action against Iran and gave two to three days to reach a deal. (Al Jazeera Middle East)
Key Events
  • US plans to significantly cut commitments to NATO wartime forces (RT News)
  • Trump says US can strike Iran again, but Tehran willing to negotiate (Google News - World)
  • Iran warns of more surprises if conflict resumes (Al Jazeera Middle East)
Linkage
US cuts NATO troops / European security fears / safe-haven demand
US-Iran tensions / safe-haven demand / oil price spike
Sources
China News Service / RT News / Google News - World / Al Jazeera Middle East / The New York Times / Yonhap News TV / France 24 #2 / Yonhap News Agency / Yahoo News - World
Reference Links
2026-05-19
Open report
Updates
  • President Trump announced the suspension of the planned military attack on Iran but stressed he would not concede on Iran's nuclear weapons ban. U.S.-Iran negotiations remain deadlocked, and military tensions could escalate at any time. (Yonhap News TV)
  • U.S. President Trump called off the planned military strike on Iran and said negotiations are moving toward a peace agreement. (China News Service)
  • Trump claimed that after Iran proposed a new plan to end the war, the U.S. planned strike on Iran was postponed. However, senior U.S. officials said Iran's proposal was insufficient, and the risk of war remains. (Google News - World)
Key Events
  • Trump says Iran's new ceasefire proposal disappointing, delays resumption of attack (Yonhap News TV)
  • Trump calls off military strike on Iran, says negotiations advancing peace deal (China News Service)
  • Trump says Iran's new proposal delays U.S. strike plan (Google News - World)
Linkage
US-Iran tensions / oil supply risk / safe-haven demand
De-escalation / Oil supply risk down / Risk appetite up
Sources
Xinhua World / China News Service / Yonhap News TV / Al Jazeera Middle East / France 24 #3 / Google News - World / RT News / Yonhap News Agency / Times of India / Nikkei Asia / Yahoo News - World / The New York Times / France 24 #2
Reference Links
2026-05-18
Open report
Updates
  • 美国总统特朗普警告伊朗,若不尽快达成和平协议,将面临毁灭性后果。当前美国与伊朗及其盟友的战争导致谈判停滞、能源价格上涨及中东不稳定。
  • 北约情报机构评估认为,伊朗仍保有大部分战前导弹库存及设施,足以与美国继续对抗数月。
  • 印度对伊朗袭击阿联酋核设施表示严重关切,称此举为危险升级。
Key Events
  • 特朗普警告伊朗:无和平协议将面临毁灭
  • 北约情报:伊朗仍保有大部分导弹库存
  • 伊朗袭击阿联酋核设施,印度称危险升级
Linkage
Geopolitical risk / Oil supply disruption fears / Risk-off
Iran missile capability / Middle East tension / safe-haven demand
Sources
Xinhua World / China News Service / France 24 #2 / Yonhap News TV / Times of India / Google News - World / RT News / DW (Deutsche Welle) / Al Jazeera Middle East / China Government English News / Der Spiegel International / Ukrinform / France 24 #3
Reference Links
2026-05-17
Open report
Updates
  • Iran plans to impose transit fees on ships passing through the Strait of Hormuz; Trump issues stern warnings. Meanwhile, Israel continues attacks on Lebanon and Gaza, causing heavy casualties. (Al Jazeera Middle East)
  • Taiwan declares independence after Trump's warning, triggering geopolitical tensions. (Le Monde International)
  • Russia launches a massive overnight drone attack on Ukraine, firing nearly 300 drones; Kyiv suffers the largest drone attack since the war began, killing at least 24 people. (Google News - World)
Key Events
  • Iran plans to charge fees for Strait of Hormuz; Trump warns of severe situation (Al Jazeera Middle East)
  • Taiwan declares independence after Trump's warning (Le Monde International)
  • Russia launches massive drone attack on Ukraine with nearly 300 drones overnight (Google News - World)
Linkage
Hormuz toll plan / oil supply disruption fears / risk-off
Taiwan independence claim / US-China tensions / safe-haven demand
Sources
Al Jazeera Middle East / Le Monde International / The New York Times / Neue Osnabrücker Zeitung - Politik / Yonhap News TV / n-tv Politik / Google News - World / Die Zeit Politics / The New Indian Express / SOL / France 24 #3 / 9News Australia / ERTnews / BBC News (Top) / Politika / El Mundo - International News / Yonhap News Agency BIZ / Yonhap News Agency (Vietnamese) / La Croix / La Tribune
Reference Links
2026-05-15
Open report
Updates
  • Iran's foreign minister says Iran will not yield and emphasizes no military solution to disputes with Tehran. Trump's China visit overshadowed by US-Iran conflict. (Al Jazeera Middle East)
  • Iran allows 30 ships to pass through Strait of Hormuz at night, while Lebanon's Hezbollah strikes Israel, escalating Middle East tensions. (Times of India [timesofindia.indiatimes.com])
  • UK Maritime Trade Operations reports a vessel hijacked off Fujairah, UAE, heading toward Iranian waters. Incident near Strait of Hormuz raises shipping safety concerns. (Google News - World)
Key Events
  • Trump's China visit overshadowed by Iran conflict; Iran FM says no yield (Al Jazeera Middle East)
  • Iran allows 30 ships through Strait of Hormuz at night; Hezbollah strikes Israel (Times of India [timesofindia.indiatimes.com])
  • Vessel hijacked off Fujairah, UAE, heading toward Iranian waters (Google News - World)
Linkage
US-Iran tensions / safe-haven demand / oil price spike
Strait disruption / Oil supply risk / Risk-off
Sources
Al Jazeera Middle East / Times of India / Yonhap News Agency / France 24 #3 / BBC News (Business) / Nikkei Asia / Google News - World / UK Ministry of Defence / The New York Times / Yahoo News - World / France 24 #2
Reference Links
2026-05-14
Open report
Updates
  • Acting Pentagon Comptroller Jules Hurst raised the Iran war cost estimate to $29 billion in a congressional hearing, mainly due to ammunition consumption. However, independent analysts and think tanks estimate much higher figures, and the extent of US damage to Iran's missile capabilities... (RT News)
  • Israeli Prime Minister Netanyahu held a secret meeting with the UAE president, while Israeli strikes on southern Lebanon killed 12 people, including 2 children, undermining the ceasefire. (Google News - World)
  • Israeli PM Netanyahu secretly visited the UAE during the US-Israel war on Iran, with Israel calling it a 'historic breakthrough' in relations with Gulf states. (Al Jazeera Middle East)
Key Events
  • Pentagon raises Iran war cost to $29 billion (RT News)
  • Netanyahu secretly meets UAE president, Israeli PM's office confirms (Google News - World)
  • Netanyahu secretly visits UAE during US-Israel war on Iran (Al Jazeera Middle East)
Linkage
War cost escalation / fiscal burden / safe-haven demand
Geopolitical tension / safe-haven demand / asset price shifts
Sources
France 24 #2 / Times of India / The New York Times / Nikkei Asia / Yonhap News Agency / RT News / Google News - World / BBC News (Business) / Yahoo News - World / Al Jazeera Middle East / France 24 #3
Reference Links
2026-05-13
Open report
Updates
  • The U.S.-Israel military strike on Iran failed to achieve its objectives, disrupting shipping through the Strait of Hormuz, impacting global energy markets, and raising questions about U.S. military superiority. This event may prompt major powers to reassess their strategies. (RT News)
  • Iran's chief negotiator stated that the U.S. must accept Iran's latest peace plan, otherwise the Middle East ceasefire could collapse. Earlier, President Trump warned the ceasefire was on the verge of failure. The war triggered by the U.S.-Israel strike on Iran has lasted over two months, causing regional instability and... (France 24 #2)
  • Iran warns the U.S. it will teach a lesson if attacked; Trump says the current ceasefire is on the brink of collapse. (Google News - World)
Key Events
  • U.S.-Israel war on Iran may be a turning point in the post-Cold War order (RT News)
  • Iran demands U.S. accept latest peace plan or Middle East ceasefire will fail (France 24 #2)
  • Iran threatens to 'teach a lesson' if U.S. attacks; Trump says ceasefire 'hanging by a thread' (Google News - World)
Linkage
Strait of Hormuz disruption / Energy supply shock / Risk-off across assets
Geopolitical tension / Safe-haven demand / Oil price spike
Sources
Xinhua World / IRIS - Institut de relations internationales et stratégiques / BBC News (Business) / Al Jazeera Middle East / RT News / Der Spiegel International / France 24 #2 / The New York Times / Google News - World / Yahoo News - World / The Hindu / Yonhap News Agency / The Hindu BusinessLine / Kremlin President News / France 24 #3
Reference Links
2026-05-12
Open report
Updates
  • Iran formally submits a 14-point plan in response to the US ceasefire proposal, demanding compensation for losses, ending all front-line wars, and gradually reopening the Strait of Hormuz; the US says it is completely unacceptable. (Xinhua World)
  • US President Trump rejects Iran's response to the US peace proposal and warns that the ceasefire agreement with Iran is 'hanging by a thread'. (DW (Deutsche Welle) [rss.dw.com])
  • According to Iranian state media, Iran has responded to the US peace proposal to end the war. (Yahoo News - World)
Key Events
  • Iran proposes 14-point ceasefire plan; US says completely unacceptable (Xinhua World)
  • Trump says Iran ceasefire agreement 'hanging by a thread' (DW (Deutsche Welle) [rss.dw.com])
  • Iran responds to US peace proposal; end of war sees a turning point (Yahoo News - World)
Linkage
Iran-US tensions / Oil supply risk / Risk-off flows
Ceasefire collapse / Oil supply disruption / Risk-off
Sources
Xinhua World / Yonhap News TV / El Mundo - International News / DW (Deutsche Welle) / The Independent / Die Zeit Politics / Yahoo News - World / Tagesschau / ORF.at News / Anadolu Agency Politics / France 24 #3 / El País Internacional / Google News - World / Evening Standard Politics / Global Issues News / Al Jazeera Middle East
Reference Links
2026-05-11
Open report
Updates
  • US Central Command announces that over 20 US warships are enforcing a naval blockade on Iran, have requested 61 merchant ships to change course, and disabled 4 vessels. (Xinhua World)
  • US President Trump says Iran's response to the US proposal to end the war is completely unacceptable, but does not disclose details. (KBS World News)
  • According to Iranian media on the 10th, Iran has rejected the US proposal, considering acceptance would mean submission to US President Trump's excessive demands. (China News Service)
Key Events
  • Over 20 US warships blockade Iran (Xinhua World)
  • Trump says Iran's response to end-war proposal completely unacceptable (KBS World News)
  • Iran rejects US proposal, Middle East tensions rise (China News Service)
Linkage
US blockade on Iran / oil supply disruption fears / safe-haven demand
US-Iran tensions / safe-haven demand / oil price spike
Sources
Xinhua World / China News Service / KBS World News / Yahoo News - World / NPR Politics / The Independent / Die Zeit Politics / RT News / ORF.at News / Al Jazeera Middle East / DW (Deutsche Welle) / Yonhap News TV / Nikkei Asia / Google News - World / Anadolu Agency Politics
Reference Links
2026-05-10
Open report
Updates
  • US forces opened fire on two Iranian oil tankers attempting to break a blockade in the Strait of Hormuz, leading to an exchange of fire. The UAE reported being hit by Iranian missiles and drones. (NPR Politics)
  • Iran's military launched missiles at US forces in retaliation for the US attack on an oil tanker, escalating tensions in the Strait of Hormuz. (Tempo.co Internasional)
  • The US-Iran ceasefire holds, but Iran's Revolutionary Guard warned the US not to attack oil tankers; Israel launched airstrikes on Lebanon, killing 24. (Al Jazeera Middle East)
Key Events
  • US forces open fire on Iranian oil tankers in the Strait of Hormuz, escalating tensions (NPR Politics)
  • Tensions rise in the Strait of Hormuz as US and Iran clash again (Tempo.co Internasional)
  • Iran's Revolutionary Guard warns US not to attack ships; Israel strikes Lebanon, killing 24 (Al Jazeera Middle East)
Linkage
Military escalation / Oil supply disruption / Risk-off across assets
Military conflict / Oil price surge / Risk aversion
Sources
NPR Politics / Tempo.co Internasional / Al Jazeera Middle East / NBC News Politics / Ukrainian National News (UNN) - Politics / Google News - World / DW (Deutsche Welle) / Anadolu Agency Politics / POLITICO Europe / Kremlin Presidential Office (English) / Yonhap News Agency (Vietnamese) / Sky News / il Giornale / Die Zeit Politics / Le Monde International / Kremlin President News / BILD Politik RSS / Geopolitical Futures
Reference Links
2026-05-09
Open report
Updates
  • U.S. forces clashed with Iran in the Strait of Hormuz, destroying two Iranian oil tankers attempting to break the blockade; the UAE reported missile and drone attacks by Iran. The U.S. awaits Iran's response to proposals to end the war, reopen the strait, and address the nuclear program. (The Korea Times)
  • The war between the U.S. and Israel against Iran continues, with clashes in the Strait of Hormuz. Beirut was hit by airstrikes on Wednesday, with rescue teams still on site. (El País Internacional)
  • The Pentagon released a video showing U.S. forces striking two Iranian oil tankers in the Strait of Hormuz. (Al Jazeera Middle East)
Key Events
  • U.S. forces destroy two more Iranian oil tankers in the Strait of Hormuz, escalating tensions (The Korea Times)
  • U.S.-Israel war on Iran escalates: clashes in the Strait of Hormuz (El País Internacional)
  • Pentagon releases video of strikes on Iranian oil tankers (Al Jazeera Middle East)
Linkage
Oil supply disruption / Energy price spike / Risk-off across assets
Strait attacks / oil supply disruption / risk-off
Sources
China News Service / The Korea Times / El País Internacional / Al Jazeera Middle East / Google News - World / Yahoo News - World / Sky News / Detik Pemilu / Metro News Politics / RT News / Ukrinform / DW (Deutsche Welle) / Neue Osnabrücker Zeitung - Politik / BBC News (Business)
Reference Links
2026-05-08
Open report
Updates
  • The United States and Iran exchanged attacks in the Strait of Hormuz, with each side blaming the other. U.S. President Trump called it a 'small punishment.' (Der Spiegel International)
  • The U.S. Central Command stated that after multiple U.S. destroyers were attacked in the Strait of Hormuz, it struck Iranian military facilities. (China News Service)
  • The U.S. Central Command said that after three destroyers were attacked by Iranian missiles, drones, and small boats in the Strait of Hormuz, it carried out retaliatory strikes on Iranian missile launchers, command and control centers, and other military facilities. (Yonhap News TV)
Key Events
  • U.S. and Iran exchange fire in the Strait of Hormuz; Trump calls it 'small punishment' (Der Spiegel International)
  • U.S. destroyers attacked, then strike Iranian military facilities (China News Service)
  • U.S. military says it struck Iranian military facilities in self-defense (Yonhap News TV)
Linkage
Military conflict / Oil price surge / Risk-off sentiment spreads
Military escalation / Oil supply disruption fears / Risk-off across assets
Sources
China News Service / Der Spiegel International / Yonhap News TV / Google News - World / DW (Deutsche Welle) / France 24 #2 / ANTARA News / Times of India / KBS World News / The Hindu / The New York Times / Yahoo News - World / Al Jazeera Middle East
Reference Links
2026-05-07
Open report
Updates
  • The US military attacked and disabled an Iranian oil tanker in the Gulf of Oman, after Trump threatened to resume higher-intensity bombing if Iran did not accept a deal. (RT News)
  • US President Trump said he may reach a deal to end the war with Iran before visiting China next week; Iran responded that it is reviewing the US proposal. Key differences remain on nuclear issues and the blockade of the Strait of Hormuz, but negotiations show positive signs. (Yonhap News TV)
  • US President Trump said Iran has agreed not to possess nuclear weapons, and the two sides are negotiating a one-page memorandum to end the confrontation; a deal may be reached before Trump's visit to China. (KBS World News)
Key Events
  • US military attacks Iranian oil tanker, Trump issues ultimatum (RT News)
  • US and Iran close to one-page agreement, Iran says reviewing (Yonhap News TV)
  • Trump says Iran agrees to denuclearization, US-Iran deal may be reached before China visit (KBS World News)
Linkage
Oil supply disruption / Energy prices spike / Risk-off across assets
US-Iran deal progress / Oil supply risk down / Risk-On
Sources
China News Service / RT News / Yonhap News TV / KBS World News / France 24 #2 / The Hindu / Global Issues News / Der Spiegel International / Google News - World / Al Jazeera Middle East / Yahoo News - World / Yonhap News Agency / The New York Times / Times of India / DW (Deutsche Welle)
Reference Links
2026-05-06
Open report
Updates
  • US forces clashed with Iran in the Strait of Hormuz, attempting to break Iran's control over shipping in the strait. (Yahoo News - World)
  • US President Trump announced the suspension of military operations aimed at reopening the Strait of Hormuz, pending a final agreement with Iran. (Al Jazeera Middle East)
  • US President Trump announced the suspension of the 'Freedom Plan' operation to escort vessels through the Strait of Hormuz, to see if an agreement can be finalized. Earlier, the US Secretary of State said he would propose a resolution to the UN Security Council to defend freedom of navigation. (France 24 #3)
Key Events
  • US-Iran standoff in Strait of Hormuz escalates, US forces retaliate against Iranian attacks (Yahoo News - World)
  • Trump suspends US operations in Strait of Hormuz, awaits Iran agreement (Al Jazeera Middle East)
  • Trump announces suspension of escort operations in Strait of Hormuz (France 24 #3)
Linkage
Strait disruption / Oil supply risk / Risk-off
Strait reopening pause / Oil supply risk reduction / Risk-On sentiment
Sources
China News Service / Yahoo News - World / RT News / Al Jazeera Middle East / France 24 #3 / ANTARA News Jawa Timur / Der Spiegel International / Yonhap News TV / DW (Deutsche Welle) / BBC News (Top) / Google News - World / France 24 #2
Reference Links
2026-05-05
Open report
Updates
  • The US military sank Iranian vessels in the Strait of Hormuz and escorted merchant ships to open a passage, while UAE ships and facilities were hit by new attacks, raising global energy supply concerns and potentially undermining a fragile regional ceasefire. (France 24 #2)
  • The US and Iran clashed in the Strait of Hormuz; Iran resumed attacks on Gulf states; the UAE intercepted 19 missiles and drones; fires broke out in the Fujairah oil industrial zone. International oil prices rose sharply, and New York stocks fell. (Yonhap News TV)
  • The UAE reported incoming missile and drone attacks from Iran, a breaking news story. (Al Jazeera Middle East)
Key Events
  • US and UAE report Iranian attacks; military pushes to reopen Strait of Hormuz (France 24 #2)
  • Strait of Hormuz conflict escalates, Middle East tensions intensify (Yonhap News TV)
  • UAE reports Iranian missiles and drones approaching (Al Jazeera Middle East)
Linkage
Strait closure / Oil supply disruption / Risk-off across assets
Iran attacks UAE / Oil price surge / Safe-haven demand boosts USD and gold
Sources
China News Service / France 24 #2 / Yonhap News TV / Al Jazeera Middle East / Google News - World / Le Monde International / RT News / The New York Times / Der Spiegel International / France 24 #3
Reference Links
2026-05-04
Open report
Updates
  • Trump rejected Iran's proposed 14-point ceasefire plan and announced the launch of the 'Freedom Plan' to rescue ships stranded in the Strait of Hormuz. U.S.-Iran negotiations are at an impasse, with Iran still reviewing the U.S. response. (Yonhap News TV)
  • Trump announced the launch of the 'Freedom Plan' aimed at helping stranded ships evacuate the Strait of Hormuz and hinted that discussions with Iran could yield positive results. (The Hindu)
  • U.S. President Trump announced that the U.S. will begin guiding neutral ships safely through the Strait of Hormuz starting Monday morning, a move aimed at countering Iran's threats to the strait. (Google News - World)
Key Events
  • Trump launches 'Freedom Plan'; Iran ceasefire negotiations at an impasse (Yonhap News TV)
  • Trump announces 'Freedom Plan' to help stranded ships evacuate Strait of Hormuz (The Hindu)
  • Trump announces U.S. will guide neutral ships safely through Strait of Hormuz starting Monday (Google News - World)
Linkage
U.S.-Iran negotiation impasse / Strait of Hormuz risk / Oil price increase
Strait disruption / Oil supply risk / Risk-off
Sources
China News Service / Yonhap News TV / Yonhap News Agency / The Hindu / Google News - World / n-tv Politik / France 24 #3 / The New York Times / DW (Deutsche Welle) / Le Monde International / Yonhap News TV Politics Feed / Der Spiegel International / Al Jazeera Middle East / Yahoo News - World / RT News / Global News
Reference Links
2026-05-03
Open report
Updates
  • Trump threatens to destroy Iran due to lack of agreement; US may gradually reduce involvement in European defense; Strait of Hormuz blockade leads to 48 ships diverted due to US interception. (TF1 Info Politique)
  • US-Iran ceasefire negotiations in prolonged deadlock, Iran proposes new plan rejected by Trump, both sides' tough stances increase conflict risk. High oil prices impact US economy, aviation sector hit, but US strategic reserve options limited. (Yonhap News TV)
  • US President Trump is reviewing Iran's proposed 14-point peace framework but doubts its sincerity, believing Iran has not paid enough for past actions. The plan seeks security guarantees, US troop withdrawal, and sanctions relief; Trump hints at possible military action. (Times of India [timesofindia.indiatimes.com])
Key Events
  • Trump threatens to destroy Iran, US gradually withdraws from European defense, 48 ships diverted from Strait of Hormuz (TF1 Info Politique)
  • Iran rejects new ceasefire plan, US-Iran talks at impasse (Yonhap News TV)
  • Trump questions Iran's 14-point peace plan, says it has not paid enough price (Times of India [timesofindia.indiatimes.com])
Linkage
Iran threat / oil supply risk / safe-haven demand
Iran rejects ceasefire / oil price rises / risk assets under pressure
Sources
China News Service / TF1 Info Politique / Yonhap News TV / Times of India / The Hindu / Al Jazeera Middle East / Google News - World / France 24 #2 / IRNA / The New Indian Express / Yahoo News - World / Der Spiegel International / Anadolu Agency Politics / France 24 #3
Reference Links
2026-05-02
Open report
Updates
  • A CNN investigation reports that since the military campaign against Iran began, at least 16 U.S. military facilities across 8 Middle Eastern countries have been damaged in Iranian attacks, with some facilities rendered unusable. War spending is estimated between $25 billion and $50 billion. (Xinhua World)
  • Trump expressed dissatisfaction with Iran's proposal to end the war, leaving the outlook for US-Iran negotiations uncertain. Iran softened conditions to restart peace talks, but Trump remains unsatisfied. (Google News - World)
  • A Bank of England report warns that the Iran war will impact UK household finances through higher energy prices, effects on the job market, and mortgage rates. (BBC News (Business))
Key Events
  • U.S. media: Iranian attacks damage 16 U.S. military facilities in 8 Middle Eastern countries (Xinhua World)
  • Trump dissatisfied with Iran's ceasefire proposal, US-Iran talks deadlocked (Google News - World)
  • Iran war impacts UK households: mortgages, jobs, and energy bills under pressure (BBC News (Business))
Linkage
Iran attack damages US bases / safe-haven demand / oil / gold up, equities down
US-Iran tensions / oil supply risk / safe-haven demand
Sources
Xinhua World / Yonhap News Agency / Al Jazeera Middle East / France 24 #3 / Yonhap News TV / Google News - World / BBC News (Business) / Sky News / Der Spiegel International / BBC News (Top) / DW (Deutsche Welle)
Reference Links
2026-05-01
Open report
Updates
  • Iran accuses the US of imposing a blockade on its ports, calling the situation intolerable; the Trump administration is assessing countermeasures. Meanwhile, Israeli attacks on Lebanon since March 2 have killed at least 2,586 people and injured over 8,000. (Al Jazeera Middle East)
  • US President Trump claims US military actions have destroyed Iran's nuclear capabilities and significantly weakened its military strength, but only a few know the actual progress of negotiations. (China News Service)
  • Iran warns it will take painful countermeasures if the US attacks again, escalating tensions between the two countries. (Yahoo News - World)
Key Events
  • Iran says US port blockade unacceptable; Trump considers action (Al Jazeera Middle East)
  • Trump says US actions destroyed Iran's nuclear capabilities (China News Service)
  • Iran threatens painful response if US attacks again (Yahoo News - World)
Linkage
Iran-US tensions / safe-haven demand / oil price spike
US-Iran conflict escalation / Oil supply disruption fears / Risk-off, safe-haven demand
Sources
China News Service / Global Issues News / Yonhap News TV / France 24 #3 / Nikkei Asia / Al Jazeera Middle East / JETRO Business News / BBC News (Business) / The Hindu / Yahoo News - World / Google News - World / BBC News (Top) / The New York Times / RT News
Reference Links
2026-04-30
Open report
Updates
  • The US-Israel war with Iran has lasted 60 days. Iran retaliates with asymmetric tactics, blockading the Strait of Hormuz, causing global energy market turmoil, with peace talks at a stalemate. (RT News)
  • US President Trump says he will continue the maritime blockade of Iran until Iran agrees to a deal that allays US concerns about its nuclear program. (China News Service)
  • Russian President Putin, in a phone call with US President Trump, says Russia is ready to declare a ceasefire on May 9. (Ukrinform)
Key Events
  • US-Israel war with Iran at 60 days: stalemate and global energy crisis (RT News)
  • Trump insists on maritime blockade of Iran until nuclear deal reached (China News Service)
  • Putin announces readiness to declare ceasefire on May 9 (Ukrinform)
Linkage
Hormuz blockade / oil supply shock / risk-off across assets
US-Iran blockade / oil supply risk / risk-off
Sources
China News Service / Xinhua Finance / Yonhap News TV / RT News / Der Spiegel International / The Hindu BusinessLine / Google News - World / Al Jazeera Middle East / BBC News (Business) / Ukrinform
Reference Links
2026-04-29
Open report
Updates
  • The US-Iran conflict has lasted 60 days, with both sides locked in a 'no war, no talks' stalemate. Iran proposed a new phased negotiation plan, but the US reacted negatively, with deep disagreements over the nuclear issue and the Strait of Hormuz. (Xinhua World)
  • Iran talks stall due to Strait of Hormuz tensions and Lebanon ceasefire violations; the US is evaluating Iran's latest proposal to reopen the Strait of Hormuz. (France 24 #2)
  • Trump's approval rating hits a second-term low; Iran says it does not consider the war over and updates its target list, while the UAE announces its exit from OPEC+, adding uncertainty to global energy markets. (Yonhap News TV)
Key Events
  • US-Iran conflict enters 60th day in 'no war, no talks' stalemate (Xinhua World)
  • Iran talks stall due to Hormuz tensions and Lebanon ceasefire violations (France 24 #2)
  • Trump approval rating hits new low, Iran prepares for war resumption (Yonhap News TV)
Linkage
US-Iran stalemate / Strait of Hormuz risk / oil price rise & risk aversion
Hormuz tensions / oil supply risk / risk-off
Sources
Xinhua Finance / China News Service / Xinhua World / Al Jazeera Middle East / DW (Deutsche Welle) / The New York Times / France 24 #2 / Yonhap News TV / Google News - World / German Federal Foreign Office / RT News / Yahoo News - World
Reference Links
2026-04-28
Open report
Updates
  • UN Secretary-General warns that the US-Iran standoff in the Strait of Hormuz could trigger a global food emergency. Trump is evaluating a peace plan. (Al Jazeera Middle East)
  • US Secretary of State Rubio warns that Iran's control of the Strait of Hormuz is unacceptable and reiterates that Iran will not be allowed to possess nuclear weapons. Iranian Foreign Minister Araghchi says he is considering resuming talks with the US but accuses Washington of excessive demands. (Yonhap News TV)
  • US and Iran negotiate to end war stalemate; Trump cancels envoy's trip to Pakistan for Iran talks; Iran presents latest proposal. (Google News - World)
Key Events
  • Trump evaluates Iran peace plan; UN calls for reopening Strait of Hormuz (Al Jazeera Middle East)
  • US warns Iran's control of Strait of Hormuz unacceptable; Iran says considering talks (Yonhap News TV)
  • US-Iran peace talks progress: Trump cancels envoy's Pakistan trip (Google News - World)
Linkage
Hormuz disruption / Oil supply shock / Risk-off across assets
US-Iran tensions escalate / Strait of Hormuz passage blocked / Oil prices up, risk aversion rises
Sources
China News Service / The New York Times / Al Jazeera Middle East / Yonhap News TV / Google News - World / Federal Foreign Office / France 24 #2 / The Hindu / ABC News / Die Zeit Politics / ANTARA News Agency
Reference Links
2026-04-26
Open report
Updates
  • Russia and Ukraine launch mutual attacks, causing dozens of casualties; Ukrainian President Zelensky calls for more negotiations. (Yahoo News - World)
  • Iran refuses to negotiate under siege; Trump cancels envoy visit; Iranian Foreign Minister Araghchi leaves Pakistan. (Al Jazeera Middle East)
  • US President Trump cancels envoy trip to Pakistan, accusing Iranian leadership of power struggles, deeming talks meaningless. (Die Zeit Politics)
Key Events
  • Russia-Ukraine mutual strikes cause dozens of casualties; Zelensky calls for more talks (Yahoo News - World)
  • Iran rejects siege negotiations; Trump cancels envoy trip (Al Jazeera Middle East)
  • Trump cancels envoy trip to Pakistan, criticizes Iran internal divisions (Die Zeit Politics)
Linkage
Conflict escalation / safe-haven demand / gold / rates rally
Iran-US tensions escalate / safe-haven demand rises / oil / gold up, equities down
Sources
China News Service / elDiario.es Internacional / Yahoo News - World / Al Jazeera Middle East / El Mundo - International News / Die Zeit Politics / Yonhap News TV / The Hindu BusinessLine / ANTARA News Jawa Timur / Mirror Politics / Tagesschau / Ukrainian National News (UNN) - Politics / Google News - World / n-tv Politik / ORF.at News / IRNA / PBS NewsHour / LIGA.net Politics News / France 24 #2
Reference Links
2026-04-25
Open report
Updates
  • US President Trump threatens to use lethal force against Iranian ships laying mines in the Strait of Hormuz, claiming the US has full control of the waterway until Iran reaches a deal. This escalates global energy supply concerns. (RT News)
  • US President Trump orders 'shoot-on-sight' action against vessels laying mines in the Strait of Hormuz and questions the legitimacy of Iran's leadership, heightening tensions in the Middle East. (El País Internacional)
  • A second round of US-Iran talks may be held this weekend, but both sides remain locked in intense confrontation. Iran's Revolutionary Guard seizes a vessel suspected of cooperating with US forces, while the US Defense Secretary calls on allies to strengthen the maritime blockade. (Yonhap News TV)
Key Events
  • Trump threatens to sink Iranian mine-laying boats in the Strait of Hormuz (RT News)
  • Trump orders fire on mine-laying vessels in the Strait of Hormuz, questions Iran's leadership (El País Internacional)
  • US-Iran talks restart amid confrontation; Revolutionary Guard seizes vessel suspected of cooperating with US forces (Yonhap News TV)
Linkage
Geopolitical tension / Oil supply disruption risk / Risk-off across assets
Military escalation / Strait of Hormuz risk / Oil price surge
Sources
Xinhua Finance / China News Service / RT News / The New York Times / El País Internacional / Yonhap News TV / The New Indian Express / DW (Deutsche Welle) / Google News - World / Al Jazeera Middle East / The Hindu / Yahoo News - World / France 24 #2
Reference Links
2026-04-24
Open report
Updates
  • Iran and the US attack each other's vessels in the Strait of Hormuz, escalating sovereignty disputes after failed peace talks in Islamabad. The US seizes three Iranian oil tankers, Iran attacks two ships, both sides claim sovereignty over the strait. (El Mundo - International News)
  • US President Trump orders 'kill' action against vessels laying mines in the Strait of Hormuz; Iranian leaders say no talks until US lifts port blockade. (DW (Deutsche Welle) [rss.dw.com])
  • US President Trump orders US military to destroy Iranian small boats threatening shipping in the Strait of Hormuz to maintain strait safety. (Yahoo News - World)
Key Events
  • US-Iran sovereignty dispute in Strait of Hormuz escalates; peace talks collapse (El Mundo - International News)
  • Trump orders 'kill' of mine-laying vessels in Strait of Hormuz (DW (Deutsche Welle) [rss.dw.com])
  • Trump orders US military to destroy Iranian boats to keep Strait of Hormuz open (Yahoo News - World)
Linkage
Strait tension / Oil supply risk / Risk-off
Military escalation / Oil supply disruption / Risk-off
Sources
Xinhua World / China News Service / El Mundo - International News / DW (Deutsche Welle) / Yahoo News - World / The Korea Times / Al Jazeera Middle East / The New Indian Express / Google News - World / Tagesschau / n-tv Politik / Anadolu Agency Politics
Reference Links
2026-04-23
Open report
Updates
  • Iran attacked ships in the Strait of Hormuz, while the U.S. deployed thousands of additional troops to the Middle East, intensifying regional tensions. (Google News - World)
  • Iran attacked and seized ships in the Strait of Hormuz, exacerbating shipping tensions in this critical waterway, while the U.S. maintained a blockade on Iranian ports, stalling diplomatic efforts. The conflict has led to a global surge in oil prices, affecting a wide range of commodity prices. (The Korea Times)
  • U.S. President Trump stated there is no timeline for ending the war with Iran, while Iran emphasized that lifting the U.S. maritime blockade is a prerequisite for a comprehensive ceasefire. Both sides have disagreements over ceasefire duration and negotiation issues. (Xinhua World)
Key Events
  • Iran attacked ships in the Strait of Hormuz, U.S. increased troops in the Middle East (Google News - World)
  • Iran attacked three ships in the Strait of Hormuz, U.S. maintained blockade, diplomacy stalled (The Korea Times)
  • Trump stated no timeline for war's end, Iran demanded lifting of maritime blockade (Xinhua World)
Linkage
Geopolitical tension / Oil supply risk / Rise in safe-haven assets
Geopolitical escalation / Oil supply disruption / Inflation and risk aversion
Sources
Xinhua World / Xinhua Finance / China News Service / Google News - World / The Korea Times / POLITICO Europe / BBC News (Top) / Anadolu Agency Politics / The New Indian Express / White House Presidential Actions / RT News / Al Jazeera Middle East / LIGA.net Politics News / BBC News (Business)
Reference Links
2026-04-22
Open report
Updates
  • Iran has formally refused to attend the second round of U.S.-Iran talks originally scheduled for April 22 in Islamabad, Pakistan, citing U.S. obstruction of a substantive agreement; U.S. President Trump, at Pakistan's request, agreed to extend the U.S.-Iran ceasefire until Iran submits a proposal and completes consultations. (Xinhua World)
  • The UK and France will lead a multinational military planning meeting aimed at advancing plans to reopen the Strait of Hormuz, involving military planners from over 30 countries. (UK Ministry of Defence)
  • Early gains in the FTSE 100 faded as the war deadline approached, closing lower. (Evening Standard Politics)
Key Events
  • Iran rejects the second round of U.S.-Iran talks; Trump extends the ceasefire (Xinhua World)
  • UK and France lead multinational military planning meeting for the Strait of Hormuz (UK Ministry of Defence)
  • War deadline approaches, FTSE 100's early gains fade (Evening Standard Politics)
Linkage
Breakdown in talks / Rising geopolitical risk / Higher oil and gold prices
Strait tensions / Oil supply risk / Inflation fears / Risk-off
Sources
Xinhua World / China News Service / UK Ministry of Defence / O Globo Politics / Al Jazeera Middle East / Valor Econômico Politics / Nikkei Asia / Evening Standard Politics / BBC News (Top) / Times of India / RT News / Google News - World / The Independent / ECB Press Releases / The New York Times / Ukrinform
Reference Links
2026-04-21
Open report
Updates
  • Trajectory (Escalating): Regional conflicts expand from U.S.-Iran military strikes to mutual impacts on Russia-Ukraine battlefield, approaching ceasefire deadline intensifies war-peace suspense, recent ship seizures exacerbate tensions.
  • Iran war impacts Russia-Ukraine conflict, global energy crisis pressures both sides (Al Jazeera Middle East).
  • Ukraine attacks a refinery in Russia's Krasnodar Krai for the second time in a week, causing major fire (Google News - World).
  • U.S. and Iran accuse each other of violating ceasefire agreement, Iran retaliates with drone attack on U.S. warship (Yonhap News TV).
Key Events
  • Ukraine attacks Russian refinery again (Google News - World)
  • U.S. and Iran retaliate and accuse each other of ceasefire violation (Yonhap News TV)
  • Middle East war-peace suspense intensifies, ceasefire deadline approaches (China News Service)
Watch / Outlook
Monitor Strait of Hormuz shipping resumption and U.S.-Iran actions post-ceasefire deadline; regional conflicts could spread to broader energy markets.
Linkage
Regional conflict escalation / Crude supply disruption / Oil price volatility and risk-off sentiment
Ceasefire breakdown / Military actions resume / Global market turmoil
Sources
Xinhua World / Xinhua Finance / China News Service / BBC News (Top) / Al Jazeera Middle East / The Independent / The New York Times / Google News - World / ABC News / RT News / Yonhap News TV
Reference Links
2026-04-20
Open report
Updates
  • US forces seized an Iranian cargo ship in the Strait of Hormuz; Iran retaliated with a drone attack on a US warship, causing the second US-Iran ceasefire talks to reach an impasse, with both sides taking a hardline stance. (Yonhap News TV)
  • Ship attack incidents between Iran and the US in the Strait of Hormuz escalated tensions, causing oil prices to jump 7%. (Google News - World)
  • Iran refused to participate in a new round of US-Iran talks, stating readiness for renewed hostilities; US forces intercepted an Iranian cargo ship by force in the Gulf of Oman, with the Iranian military accusing the US of violating the ceasefire agreement and threatening retaliation. (Xinhua World)
Key Events
  • US seizure of Iranian merchant ship; Iranian military attack on US warship (Yonhap News TV)
  • US-Iran conflict escalation caused oil prices to surge 7%, intensifying tensions in the Strait of Hormuz (Google News - World)
  • Uncertain prospects for US-Iran talks; naval confrontation between the two countries in the Gulf of Oman (Xinhua World)
Linkage
Escalation of US-Iran military conflict / Increased shipping risks in the Strait of Hormuz / Surge in oil prices and demand for safe-haven assets
Geopolitical tension / Oil supply risk / Inflation and risk aversion
Sources
Xinhua World / China News Service / Yonhap News TV / Google News - World / BBC News (Business) / Anadolu Agency Politics / Global News / DW (Deutsche Welle) / Al Jazeera Middle East / RT News / BBC News (Top) / Ukrinform / El País Internacional / ORF.at News
Reference Links
2026-04-19
Open report
Updates
  • Iran announced that no date has been set for talks with the U.S. and closed the Strait of Hormuz in response to the U.S. blockade of Iranian ports. (Al Jazeera Middle East)
  • Iran completely closed the Strait of Hormuz due to the U.S. blockade, with the Iranian Revolutionary Guard Navy warning ships not to move from anchorages in the Persian Gulf and Oman Sea, and that approaching the strait would be considered cooperation with the enemy. (The Hindu)
  • Iran fired on two ships in the Strait of Hormuz and announced its closure, escalating regional tensions. (Google News - World)
Key Events
  • Iran states no date for U.S.-Iran talks, Strait of Hormuz closed (Al Jazeera Middle East)
  • Iran completely closes Strait of Hormuz due to U.S. blockade (The Hindu)
  • Iran attacks ships and announces closure of Strait of Hormuz (Google News - World)
Linkage
Hormuz closure / Oil supply disruption / Global inflation risk
Strait closure / oil supply disruption / inflation and risk aversion
Sources
Al Jazeera Middle East / The Hindu / Google News - World / Yahoo News - World / Anadolu Agency Politics / Ukrinform / NPR Politics / BBC News (Top) / RT News / Ukrainian National News (UNN) - Politics / ORF.at News / El Mundo - International News / France 24 #3
Reference Links
2026-04-18
Open report
Updates
  • Iran announced the reopening of the Strait of Hormuz, but Trump stated the blockade will continue until a deal is signed, creating geopolitical uncertainty. (Yonhap News Agency [en.yna.co.kr])
  • Israel launched airstrikes on Lebanon less than an hour after Trump announced a ban on further attacks, escalating regional tensions. (Google News - World)
  • Headlines suggest events related to Iran and the Strait of Hormuz, potentially involving regional tensions or conflict. (The New Indian Express)
Key Events
  • Iran reopens Strait of Hormuz, Trump says blockade will continue until deal signed (Yonhap News Agency [en.yna.co.kr])
  • Israel swiftly airstrikes Lebanon after Trump's ban (Google News - World)
  • Iran and Strait of Hormuz tensions escalate (The New Indian Express)
Linkage
Geopolitical tension / Oil supply disruption risk / Higher inflation and safe-haven demand
Middle East conflict escalation / oil supply risk / safe-haven asset demand rises
Sources
Xinhua Finance / Xinhua World / The Korea Times / Yonhap News Agency / Google News - World / Yahoo News - World / The New Indian Express / LIGA.net Politics News / Al Jazeera Middle East / BBC News (Top) / POLITICO Europe / Nikkei Asia
Reference Links
2026-04-14
Open report
Updates
  • U.S. President Trump announced that U.S. forces have begun blockading Iranian ports, aiming to force Iran to open the Strait of Hormuz and accept an agreement to end the war. Iran threatened all ports in the Persian Gulf and Gulf of Oman, escalating the situation and posing risks to the global economy and ceasefire. (The Korea Times)
  • U.S. President Trump announced the initiation of a maritime blockade in the Strait of Hormuz. The Iranian military previewed a strong response, while both sides maintain contact, with negotiations potentially restarting. (Yonhap News TV)
  • On the first day of the Strait of Hormuz blockade, Trump and Iran exchanged threats. Reports indicate Iran proposed a five-year suspension of nuclear enrichment, but U.S. withdrawal from the uranium agreement has stalled negotiations. (Google News - World)
Key Events
  • Trump announces U.S. forces blockade Iranian ports to pressure Tehran (The Korea Times)
  • Trump announces initiation of maritime blockade, Iranian military previews strong response (Yonhap News TV)
  • Trump and Iran exchange threats on first day of Strait of Hormuz blockade (Google News - World)
Linkage
Port blockade / Oil supply disruption / Inflation fears
Strait of Hormuz blockade / Oil supply disruption risk / Rising oil prices and risk-off sentiment
Sources
Xinhua World / Xinhua Finance / The Korea Times / Yonhap News TV / Google News - World / Al Jazeera Middle East / RT News / Yahoo News - World / DW (Deutsche Welle)
Reference Links
2026-04-13
Open report
Updates
  • The US officially announced a maritime blockade on Iranian ports, causing a significant rise in international oil prices. Iran warned it would take retaliatory action, exacerbating regional tensions. (Yonhap News TV)
  • US Central Command announced it would begin blocking port traffic for Iran in the Strait of Hormuz at a specific time. Iran warned this move could lead to further oil price increases. (Al Jazeera Middle East)
  • US Central Command announced that starting April 13, it will blockade all maritime traffic to and from Iranian ports. This is a direct military action by the US against Iran. (China News Service)
Key Events
  • US announces maritime blockade on Iran, international oil prices surge (Yonhap News TV)
  • US military to block Iranian port traffic in the Strait of Hormuz (Al Jazeera Middle East)
  • US military blockades Iranian port maritime traffic (China News Service)
Linkage
Blockade of Iranian ports / Oil price surge / Rising inflation pressure / Increased risk aversion
Strait blockade / Oil supply disruption / Global inflation risk
Sources
China News Service / Yonhap News TV / Al Jazeera Middle East / France 24 #2 / The Hindu / Le Monde International / n-tv Politik / El País Internacional / DW (Deutsche Welle) / Times of India / El Mundo - International News / Yahoo News - World / KBS World News / BBC News (Top) / Australian Prime Minister's Office - Media
Reference Links
2026-04-12
Open report
Updates
  • Iran's Revolutionary Guard announced it will only allow non-military vessels to pass through the Strait of Hormuz and warned of a firm response to any military vessels attempting passage. (China News Service)
  • Negotiations between Iran and the U.S. continue, while Iran's Revolutionary Guard issues threats, stating any military vessels attempting to pass through the Strait of Hormuz will face severe responses. (Le Monde International)
  • Iran threatens a firm response if U.S. warships pass through the Strait of Hormuz but permits multiple oil tankers to transit the strait. (Die Zeit Politics)
Key Events
  • Iran's Revolutionary Guard warns of firm response to military vessels in the Strait of Hormuz (China News Service)
  • Iran war continues: U.S.-Iran negotiations ongoing, Revolutionary Guard threatens severe response to military vessels in the Strait of Hormuz (Le Monde International)
  • U.S. and Iran negotiate over control of the Strait of Hormuz (Die Zeit Politics)
Linkage
Iran military threat / Strait of Hormuz disruption risk / Oil price volatility
Geopolitical tension / Oil supply disruption risk / Higher inflation expectations
Sources
China News Service / Yonhap News TV / Al Jazeera Middle East / The Hindu / The Korea Times / Le Monde International / Die Zeit Politics / ORF.at News / PBS NewsHour / France 24 #3 / The New York Times / Yahoo News - World / Ukrinform / Der Spiegel International / France 24 #2
Reference Links
2026-04-09
Open report
Updates
  • Iranian media reports that the Strait of Hormuz has been completely closed, forcing oil tankers to turn back and causing numerous vessels to be stranded in nearby waters. (Xinhua World)
  • Israel expands military strikes on Lebanon, while Iran closes the strait again, actions that threaten the current ceasefire agreement. (Google News - World)
  • Iran claims the US has accepted its ten ceasefire demands, but the US State Department and Biden administration deny this, stating these demands are merely a basis for negotiations and their content is difficult for the US to readily accept. (Yonhap News TV)
Key Events
  • Iranian media claims the Strait of Hormuz has been completely closed (Xinhua World)
  • Israel expands strikes on Lebanon, Iran closes strait again threatening ceasefire (Google News - World)
  • Iran proposes ten ceasefire demands, including compensation and sanctions relief (Yonhap News TV)
Linkage
Strait closure / oil supply disruption / inflation and risk aversion
Escalation of Middle East conflict / oil supply risks / increased demand for safe-haven assets
Sources
Xinhua World / China News Service / Xinhua Finance / RT News / Google News - World / Yonhap News TV / Al Jazeera Middle East
Reference Links
2026-04-08
Open report
Updates
  • Trump stated that 'the entire civilization will perish tonight,' while US strikes against Iran intensified before the deadline, drawing international attention and internal political divisions. (Google News - World)
  • As Trump's so-called 'Iran destruction' deadline approached, the US struck Iranian military targets on Kharg Island, and Israel-Iran armed conflict also peaked, heightening Middle East tensions. (Yonhap News TV)
  • The US launched airstrikes on Iran's Kharg Island, hitting over 50 military targets including oil depots and radar systems; Iran's Revolutionary Guard warned of retaliation, and Trump set a deadline threatening civilization destruction. (RT News)
Key Events
  • Trump warns of civilization destruction, escalates strikes against Iran (Google News - World)
  • US pressure on Iran escalates, Middle East tensions intensify (Yonhap News TV)
  • US airstrikes on Iran's Kharg Island, Trump threatens civilization destruction (RT News)
Linkage
Iran conflict escalation / Safe-haven demand rises / Gold and USD rise
Middle East conflict escalation / Oil supply risk / Safe-haven asset demand rises
Sources
China News Service / Xinhua World / Google News - World / Yonhap News TV / RT News / detikNews / Al Jazeera Middle East / Ukrinform
Reference Links
2026-04-07
Open report
Updates
  • Trajectory (Escalating): The conflict has persisted for six weeks, with Israel attacking a key Iranian oil and gas facility and Iran threatening retaliation.
  • Israeli Defense Minister confirms strike on Iran's South Pars petrochemical facility (Yonhap News TV).
  • Iran's Revolutionary Guards state the Strait of Hormuz will be permanently altered (ANTARA News).
  • Ukrainian military attacks Russia's Novorossiysk oil terminal (Ukrinform).
Key Events
  • Israel attacks Iran's largest oil and gas field, South Pars (Yonhap News TV)
  • Head of Iran's Revolutionary Guards intelligence killed in a joint U.S.-Israeli strike (Die Zeit Politics)
  • Ukraine confirms attack on Russian oil terminal (Ukrinform)
Watch / Outlook
Monitor Iran's retaliatory actions and the security situation in the Strait of Hormuz, as well as further impacts of the Ukraine conflict on energy facilities.
Linkage
Geopolitical conflict escalation / Oil supply risk / Inflation concerns intensify
Energy facility attacks / Oil price volatility / Safe-haven asset demand rises
Sources
China News Service / Yonhap News TV / Google News - World / Al Jazeera Middle East / RT News / ANTARA News / Die Zeit Politics / Ukrinform
Reference Links
2026-04-06
Open report
Updates
  • Trajectory (Escalation): The conflict shifted from negotiations to military threats, with the deadline extension and Iran's rejection indicating escalating confrontation.
  • Trump extended the negotiation deadline from the morning of the 7th to the morning of the 8th, threatening to destroy power plants and bridges if Iran does not open the Strait of Hormuz (Yonhap News TV).
  • Iranian officials dismissed Trump's ultimatum, condemning it as 'incitement to war crimes,' and vowed to continue resistance (Al Jazeera Middle East).
  • The Iranian military claimed to have shot down 12 US warplanes, with US-Israel joint attacks rescuing pilots afterward, both sides maintaining a tough stance (China News Service).
Key Events
  • Trump postponed the negotiation deadline and threatened Iranian infrastructure (Yonhap News TV)
  • Iran rejected the ultimatum and expanded regional attacks (Al Jazeera Middle East)
  • US-Iran warplane shootdown and rescue incident heightened tensions (Yonhap News TV)
Watch / Outlook
Focus on whether the US will take military action after the deadline on the 8th, and whether Iran will open the Strait of Hormuz or retaliate further.
Linkage
Iran conflict escalation / Strait of Hormuz risk / Oil price increase / Risk-off sentiment rise
US-Israel joint attacks / Middle East tensions intensify / Safe-haven asset demand rises
Sources
Yonhap News TV / Le Monde International / El País Internacional / Al Jazeera Middle East / Google News - World / Ukrinform / El Mundo - International News / ORF.at News
Reference Links
2026-04-05
Open report
Updates
  • Trajectory (Escalating): Conflict escalates simultaneously in multiple regions, from US-Iran to Russia-Ukraine, intensifying tensions.
  • Trump claims multiple Iranian military leaders killed in a large-scale attack (Times of India).
  • Russia launches large-scale airstrikes on Ukraine, resulting in at least 15 deaths (Google News - World).
  • Iran shoots down 2 fighter jets and 3 drones from the US and Israel (detikNews).
Key Events
  • Trump claims multiple Iranian military leaders killed in large-scale attack - Times of India
  • Russia's large-scale airstrikes on Ukraine kill 15 - Google News - World
  • Iran shoots down US/Israeli fighter jets and drones - detikNews
Watch / Outlook
Monitor subsequent US-Iran military actions and whether the Strait of Hormuz remains open, as well as further Russian offensives in Ukraine.
Linkage
US-Iran tensions / Oil supply risk / Increased demand for safe-haven assets
Conflict escalation / Safe-haven demand / Gold and USD rise
Sources
China News Service / Times of India / Google News - World / detikNews / Valor Econômico Politics / Yahoo News - World / BBC News (Top) / O Globo Politics
Reference Links
2026-04-04
Open report
Updates
  • Trajectory (Escalating): The conflict has persisted for five weeks, with US-Iran confrontation intensifying. Iran shot down a US military aircraft and attacked oil facilities. The resignation of the US Chairman of the Joint Chiefs of Staff deepens the crisis.
  • Iran's blockade of the Hormuz Strait, with US intelligence agencies warning it is unlikely to reopen in the short term. Multiple countries threaten action.
  • The war enters its fifth week, with spillover effects impacting the global economy. Poland raises air defense alert levels due to the Russia-Ukraine conflict.
Key Events
  • Iran shoots down a US military aircraft and attacks a Kuwaiti oil refinery (RT News)
  • US intelligence agencies warn the Hormuz Strait blockade will persist (Valor Econômico Politics)
  • US Chairman of the Joint Chiefs of Staff resigns (El Mundo - International News)
Watch / Outlook
Monitor potential further US military strikes and Iranian retaliatory actions, as well as progress on reopening the Hormuz Strait and international responses.
Linkage
US-Iran conflict escalation / Oil supply disruption / Rising oil prices and safe-haven demand
Hormuz Strait blockade / Global oil supply risk / Inflationary pressures and economic slowdown
Sources
China News Service / RT News / Global News / Valor Econômico Politics / Google News - World / El Mundo - International News / Al Jazeera Middle East / Ukrinform
Reference Links
2026-04-03
Open report
Updates
  • Trajectory (Escalation): Conflict persists for over 30 days, Trump publicly releases video of bridge bombing to apply pressure, Iran threatens retaliation and attacks US military bases, indicating further deterioration of tensions.
  • Trump posts video on social media claiming airstrike destroyed Iran's largest bridge (China News Service), Iran's Revolutionary Guard attacks US facilities in the Middle East and designates eight bridges as retaliation targets (Yonhap News TV).
  • Iran's attack on a US base in Saudi Arabia damages THAAD radar, valued at approximately 200 billion won (Yonhap News TV), Israel announces killing of an Iranian oil commander (ORF.at News).
  • UN Secretary-General warns Middle East conflict may expand to the entire region, with serious global consequences (Ukrinform).
Key Events
  • Trump publicly releases video of Iranian bridge explosion to apply pressure (China News Service)
  • Iran threatens retaliation and attacks US military bases (Yonhap News TV)
  • UN warns of risk of broader global war (Ukrinform)
Watch / Outlook
Monitor progress of Iranian retaliation actions, implementation of Strait of Hormuz transit fees, and signals of US-Iran diplomatic contact.
Linkage
Middle East conflict escalation / Strait of Hormuz disruptions / Oil supply risks / Oil price increase
US-Iran military actions / Rising geopolitical risks / Increased demand for safe-haven assets
Sources
China News Service / Xinhua Finance / Al Jazeera Middle East / Yonhap News TV / Global News / BBC News (Top) / Google News - World / RT News
Reference Links