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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 31, 2026
Geopolitical risks remained elevated this week as tensions around key energy corridors persisted. Diplomatic efforts continued alongside security concerns, with Iran and Oman extending discussions over the future management of Hormuz, despite Tehran rejecting Oman’s proposal for joint oversight.
Meanwhile, Saudi Arabia sought to deepen regional defence cooperation focused on safeguarding maritime routes across the Bab el-Mandeb, Red Sea, and Gulf of Aden.
Energy supply risks intensified after a drone strike reportedly set two gas vessels ablaze at Egypt’s Damietta port, reviving concerns over potential disruptions to shipping through...
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