Middle East Market Intelligence Brief: Week Ending September 4, 2026

The US and Iran exchanged their heaviest fire since July, heightening concerns that the escalation could continue to disrupt energy flows through the Strait of Hormuz and add to global inflationary pressures.

At the same time, stepped-up US efforts to curb Iran’s oil exports and sanctions evasion are worsening Tehran’s economic strain. Falling oil revenues, a record-low rial, and accelerating inflation could increase pressure on Iran to negotiate, while also raising the risk of further escalation.

Below is Expana’s weekly summary of the war’s most significant effects on...

Middle East Market Intelligence Brief: Week Ending August 28, 2026

US sanctions on Iran intensified this week, with Washington targeting entities linked to Tehran’s oil, shipping, and financial networks whilst threatening secondary sanctions on countries doing business with Iran.

Qatar is stepping up mediation efforts to reopen the Strait of Hormuz, with Iran preparing conditions for restoring normal shipping.

US forces say international lanes are open after mine-clearing operations, but traffic remains well below normal levels amid continued tensions and sanctions.

Below is Expana’s weekly summary of the war’s most significant effects on global commodities. For the latest real-time updates, follow...

Middle East Market Intelligence Brief: Week Ending August 14, 2026

The US said Thursday it could sustain its naval blockade of Iran indefinitely and vowed tougher economic pressure as ceasefire talks stall and tensions around key shipping routes, including the Strait of Hormuz, intensify.

Iran, meanwhile, has tightened pressure on Hormuz, where attacks on vessels and sharply reduced traffic threaten a key global energy artery.

With talks stalled and pressure mounting over fuel prices, Washington appears increasingly focused on economic measures, while the war’s trajectory remains closely linked to Iran’s position on the Strait of Hormuz and its potential impact on global energy markets.

Below is Expana’s weekly summary of the...

Middle East Market Intelligence Brief: Week Ending August 7, 2026

President Donald Trump’s war with Iran has reached its sixth month, lasting far longer than the weeks-long conflict he initially predicted. A combination of diplomatic efforts and renewed military threats this week has highlighted the limited options before the White House as it looks for a way to end the war.

The administration now faces a decision: continue escalating pressure on Iran or pursue negotiations aimed at reaching a resolution...

Middle East Market Intelligence Brief: Week Ending June 12, 2026

A US–Iran memorandum to pause the Gulf war could be signed as soon as Sunday, though wording is still being finalized.

Iran is pushing for the deal to also end fighting in Lebanon and includes demands like lifting sanctions, unfreezing Iranian assets, and halting hostilities across all fronts, while nuclear issues would be postponed.

Trump said a “great settlement” was ready and called off new strikes, but details remain unclear. Reports also suggest tensions persist around the Strait of Hormuz, a key route for global energy supplies.
 
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