Iran / Gulf

国防総省に670億ドル、うち210億ドルが弾薬補充。米農家に110億ドル、エボラ対応に14億ドルを充当

グロッシ事務局長は覚書が査察を保証すると主張、テヘランは最終合意後にのみ査察を受け入れると反論、60日間の停戦ウィンドウは着実に消耗している

タンカーが海峡に戻り、米イラン和平の定着を市場が織り込む中、原油は戦時高値からの下落を続ける

Switzerland talks produced a 'roadmap', and opposite public accounts of what Iran committed to on nuclear access

Brent peaked near $118 in March; post-ceasefire normalisation has it at $75.57 by June 24, but a 500-vessel queue and the Qatar LNG explosion keep markets unsettled

6月17日の合意が何を求めているかをめぐり米国とイランが相反するシグナルを発する中、IAEA事務局長は査察の時間軸の緊張を和らげる

指標原油が70ドルを割り込み、海峡閉鎖前以来初めて先物曲線の構造が反転

The Gulf's most hawkish leader flies to Cairo to welcome the US-Iran deal and the strait's reopening, after demanding hard terms on Iran's missiles and nuclear program

Burgenstock talks June 22 conclude with a 60-day road map, Hormuz deconfliction cell and IAEA-inspectors-back agreement; Trump threatens US tolls if no final deal by August 22

オマーンとIMOが無料通航ルートを開設した翌日、イラン革命防衛隊がこれを『容認できない』として16チャンネルでの強制調整を要求

Ankara condemns the strikes as illegal, mourns Khamenei, and offers Trump support to implement a ceasefire, with two-thirds of Turks wanting Turkey to stay out

Rolling blackouts and reservoirs near 5% collide with a sixth drought year, as Pezeshkian warns the capital could run dry and even floats evacuation

A 99-year US development lease over the Zangezur strip moves from framework to implementation, rewiring South Caucasus transit and alarming Tehran and Moscow

Four Republican defectors passed a War Powers Act resolution; it has no force of law but is the first bipartisan Senate rebuke of the Iran campaign

General License X resumes Iranian crude exports with banking, insurance and shipping cover after the Hormuz reopening

Qassem calls the disarmament drive a 'roadmap to annihilate' as Israel vows an open-ended stay in south Lebanon and keeps striking past the ceasefire deadline

The benchmark hits its lowest since February as shipping recovers; the 9 June STEO had Brent averaging $105 in June–July on a closed strait, a forecast the 17 June ceasefire upended in days

Trump insists 'no $300 billion payment to Iran by the US'; Vance says Arab states and investors will fund it, and no country has confirmed a cent as Iran's own bank warns of a 12-year rebuild

A state dinner on the G7 margins becomes the unexpected venue for an initial war-ending agreement

Treasury names front companies relabelling Iranian LPG as Omani to move millions of barrels to South and East Asia

Three months of quiet on commercial vessels is a 'structured pause under tension,' not a truce; the group says it will resume and could close the strait if the US-Iran war restarts

With a US–Iran framework deal, Berlin readies the Bundeswehr, under three conditions

With safeguards 'legally untenable' since February and inspectors locked out, the IAEA Board declares Iran non-compliant on 12 June, the agency can no longer verify the stockpile

Iran's president defends US talks and warns of economic ruin, but a new supreme leader and an IRGC-shaped parliament constrain what he can concede

Eight months on, the IAEA still cannot verify 440 kg of 60% HEU stored at Isfahan; Tehran says it has not resumed enrichment

An October election looming, Ben-Gvir and Smotrich demand Hezbollah's destruction while opposition brands the US-Iran deal Netanyahu's failure

An Israeli strike on Beirut's southern suburbs triggers ~30 Iranian ballistic missiles at Israel, the first direct exchange since April, before both pull back 'for now'

A US deal could permit Saudi enrichment while a new defence pact with Pakistan reopens old proliferation fears

The president orders international access restored after one of the longest shutdowns on record; hardline outlets say he had no authority, exposing the rift inside the system

The US fired well over 100 THAAD interceptors in the Iran war, draining up to a third of a costly, slow-to-replace arsenal

4,335 Geran-type drones launched in April; Alabuga output tops 5,500/month as jet variants outrun Ukraine's defences

Emboldened by its wartime shipping blockade, Tehran signals it could charge tech firms tolls, or disrupt traffic, on cables that feed the Gulf's AI boom

After 500+ Iranian ballistic missiles, Tamir interceptor production shifts partly to a US plant supplying both armies

Sudani sidelined, Maliki vetoed under US pressure: parliament approves Ali al-Zaidi with a partial cabinet, defence and interior still vacant

Jam-proof tethered drones have killed at least ten Israeli soldiers since April; Israel has no electronic counter

The WSJ says Mirage 2000 jets hit a Gulf island refinery, making the UAE the only third country to attack Iran, after Tehran fired hundreds of missiles and drones at Emirati targets

Iran's first hereditary succession installs a mid-ranking cleric the Guards pushed through; a third of the Assembly never signed on

Operation Epic Fury burned through PAC-3 missiles faster than two years of production can replace