US Signals No Letup of Naval Blockade as It Aims to Squeeze Iran
US maintains naval blockade on Iran to force negotiations; Iran nears oil storage limit, raising pressure as oil prices rise.
UAE Exits OPEC and OPEC+ to Boost Production Flexibility Amid Global Energy Shifts
UAE will exit OPEC and OPEC+ in 2026 to boost oil production flexibility and pursue a more independent, diversified energy strategy.
Washington Pulls Beijing Into the Hormuz Standoff - And the Stakes Just Got Higher
US sanctions China's Hengli Petrochemical over Iranian oil, escalating Hormuz crisis and raising stakes ahead of Trump-Xi summit.
Oil Divergence, Rising Yields, and India Disruption Pressure Gold and Silver
Oil stabilizes, yields rise, and India's import halt hit gold and silver, creating 'stability under pressure' in global markets.
IMF Slashes 2026 Global Growth Forecast to 3.1% as Middle East War Clouds Outlook
IMF cuts 2026 global growth forecast to 3.1% due to Middle East war, warns of higher inflation and biggest impact on emerging markets.
IMF warns of global downturn risk as Iran war triggers oil shock and derails growth outlook
IMF cuts global growth outlook due to Iran war and oil shock, warns of recession risk if disruptions persist; inflation set to rise.
Gulf oil output set for rapid return as IEA sees 50% recovery within weeks if Hormuz reopens
Gulf oil output could recover 50% in 2 weeks if Hormuz reopens, but full recovery faces technical and logistical challenges, says IEA.
Japan markets rebound despite industrial slowdown as Iran-linked oil shift reshapes yields and yen dynamics
Japan stocks rally as oil prices fall, yen strengthens, but industrial output contracts, highlighting divergence between markets and economy.
US threatens 50% tariffs on China over Iran support as tensions expand beyond energy into trade
US threatens 50% tariffs on all Chinese exports if China aids Iran militarily, escalating tensions from energy to global trade.
India inflation rises to 3.4% as energy shock from Iran war begins feeding into prices
India's inflation rose to 3.4% in March, driven by higher energy costs from the Iran war, but remains within the RBI's target range.
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