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Analysis: Even if peace comes to the Middle East now, it will still take a long time for fuel prices to fall
Even if a U.S.–Iran agreement is reached and the Strait of Hormuz reopens immediately, fuel prices are unlikely to return quickly to their early-2026 levels. Markets will need months to be “convinced” that the danger has truly passed. This is the well-known “rockets and feathers” phenomenon
Analysis: Why Iran struck the Fujairah oil facility and is “dragging” the US & Gulf countries back into war
The strategically important oil facility in Fujairah is critical for the global energy market – The port lies outside the Persian Gulf and is connected to UAE pipelines that bypass the Strait of Hormuz
The big return of tariffs: $166 billion being returned by the Trump administration to importers—but not to consumers
Washington is opening, starting today Monday, the process of refunds for tariffs that were deemed illegal. It’s a relief for thousands of businesses—but not for consumers, who paid higher prices and are excluded from direct compensation
Analysis: The Strait of Hormuz, a ceasefire hanging by a thread, and what Trump and Iran want – “Shipwreck” in the negotiations in Islamabad
Trump is attempting an exit even without a clear victory, the mullahs are “investing” in the Strait of Hormuz as a means of pressure on the international community, and Israel is focusing its military operations on Lebanon - Markets are constantly pricing in geopolitical risk
Iran’s oil windfall amid war with the US & Israel: How it exports up to 2.8 million barrels daily and who keeps buying
According to The Economist, despite the near closure of the Strait of Hormuz and the removal of roughly 15% of global oil supply from the market, Tehran continues to boost its revenues through a complex network of transport and financial transactions
One month of war, four scenarios for the next day, the facts and the entry into a dangerous phase
The most likely development is a prolonged unstable situation. Neither side has achieved a decisive military victory. Tehran’s goal is to maintain uncertainty. Disagreements between the US and Israel regarding objectives and strategy. Netanyahu is determined to take it to the end. Internal pressures exist in both camps
CNN Analysis: The seven islands controlling the Strait of Hormuz and the strategy that could determine Gulf dominance
Seven islands - Abu Musa, Greater and Lesser Tunb, Hengam, Qeshm, Larak and Hormuz - form what researchers describe as Iran’s “defensive arc,” a strategic network that plays a decisive role in controlling the Strait of Hormuz and, by extension, influence over the wider Gulf region
