Middle East conflict with Iran could turn Kyiv into a $10B defense exporter
Iran War
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Internal power struggle and war costs push Iran toward financial breakdown amid sanctions and rising inflation
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Futures rise despite correction fears, as Iran conflict and labor data shape a volatile, shortened week
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Qatar disruptions squeeze global helium, opening a strategic window for Moscow—especially in China’s semiconductor ecosystem
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Tehran signals retaliation while global powers race to reopen Hormuz and prevent a deeper energy crisis
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Unclaimed attacks near Salalah disrupt trade routes and raise fears of wider Gulf escalation
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Tehran seeks control of a vital oil chokepoint, reshaping global trade and energy markets
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Futures & Commodities
Saudi Oil Reroutes as Hormuz Crisis Shakes Global Supply
by Daphne Dougnby Daphne DougnRiyadh pushes 7M bpd through Red Sea pipeline as Middle East conflict disrupts 20% of global energy flows
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Regional powers push diplomacy as energy routes and global markets face mounting risk
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Investors no longer react to headlines as oil shock and policy uncertainty override political signaling.