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Middle East Market Intelligence Brief: Week Ending September 11, 2026
US President Trump said he expects the US-Iran war to end after the November midterms, while tensions continue to disrupt energy routes.
Iran-aligned Houthis have advanced to Perim Island and Dhubab near the Bab el-Mandeb Strait, following their seizure of Mocha and the Hanish Islands, raising risks to Red Sea shipping and Saudi oil exports.
Meanwhile, Brent crude has topped $100/barrel amid growing concerns over prolonged supply disruptions.
Below is Expana’s weekly summary of the war’s most significant effects on global commodities. For the latest real-time updates, follow the Middle East Conflict tag...
Middle East Market Intelligence Brief: Week Ending July 17, 2026
The United States expanded its war against Iran by striking bridges, an airport, and logistics infrastructure, while Iran retaliated with attacks on US bases in the Gulf and renewed disruptions in the Strait of Hormuz, a critical passageway for global energy routes.
The collapse of a recent ceasefire has heightened fears of a broader regional conflict, with both sides signaling potential further escalation against critical infrastructure. The renewed fighting has disrupted shipping through the Strait of Hormuz, pushed oil prices higher, and raised concerns that Iran and its Houthi allies could threaten additional maritime chokepoints...
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