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Middle East Market Intelligence Brief: Week Ending October 23, 2026
Iran has warned that renewed US and Israeli strikes would trigger attacks on American forces, energy facilities, and other infrastructure. The warnings come as stalled negotiations and increased US military deployments raise concerns about renewed fighting.
Washington is moving additional forces to the region while reducing some personnel at risk. Iran has also warned it could target US warships and undersea internet cables near the Strait of Hormuz, where recent attacks have already sunk two vessels.
Escalating Houthi activity near the Bab el-Mandeb Strait has heightened concerns over shipping...
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...
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