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Middle East Market Intelligence Brief: Week Ending September 25, 2026
Saudi, Turkish, and Pakistani military chiefs are set to meet in Saudi Arabia as Riyadh faces renewed Houthi attacks and seeks support under the Mecca Joint Defence Agreement. The talks coincide with US–Iran negotiations in New York over a phased deal linking Iran’s reopening of the Strait of Hormuz to US economic relief.
Both sides are reluctant to give up leverage, while Gulf states push for restored freedom of navigation and an end to escalation. The November 3 US midterms add urgency as disruption to Gulf energy and shipping routes continues...
Day 26 of Iran War: Oil Eases on Ceasefire Hopes as Diplomatic Signals Remain Mixed
The war involving the United States and Israel against Iran has entered its 26th day, marked by continued military escalation alongside increasingly frequent and conflicting diplomatic signals.
Airstrikes and missile exchanges persist across Iran, Israel, and parts of the Gulf, even as talk of negotiations grows. US officials have signaled readiness to escalate military operations while also leaving the door open to diplomacy. Reports of a potential framework to end the war remain unverified, though multiple outlets indicate that a 15-point proposal has been...
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