Iran / Gulf

펜타곤에 670억 달러, 탄약 보충에 210억 달러 포함; 미국 농가에 111억 달러, 에볼라 대응에 14억 달러 배분

그로시 사무총장은 양해각서가 사찰을 보장한다고 밝히고, 테헤란은 최종 합의 후에만 사찰을 받겠다고 맞서며, 60일 휴전 창이 닳아가고 있다

탱커들이 해협으로 복귀하고 미국-이란 지속 평화에 트레이더들이 베팅하면서 원유는 전시 고점에서 내리막을 이어가고 있다

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

IAEA 사무총장이 6월 17일 합의가 무엇을 요구하는지를 놓고 워싱턴과 테헤란이 엇갈린 신호를 보내는 가운데 사찰 시간표의 긴장을 완화

기준 원유가 70달러 아래로 내려가며 해협 봉쇄 이전 이후 처음으로 선물 곡선 구조 반전

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

오만과 IMO가 수수료 없는 통항 항로를 개설한 다음 날, 이란 혁명수비대가 이를 '수용 불가'로 규정하며 16채널 강제 조정 요구

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