Catalysts and events · 2026-07-29

Everything the Opportunity Map and Intelligence Feed published for this date.

DateCardAvg 5d

2026-07-29Ukraine struck a refinery in Ryazan overnightBRENT HO1! RB1!
2026-07-29Ukrainian drones hit a Lukoil refinery in Russia’s Perm regionBRENT LUKOY RB1!
2026-07-29Yemeni Houthis claim new missile strike targeting Saudi oil tanker2222.SE LCOC1
2026-07-29United States resumes cash shipments to Iraq, easing liquidity strainsIQD IRAQ SOVEREIGN CDS
2026-07-29U.S. and Saudi airstrikes in Iraq kill at least 20 Iran-aligned PMF fightersIRAQ SOVEREIGN EUROBONDS LCOC1
2026-07-29IRGC claims strikes on three tankers over alleged illegal routing amid Gulf escalationLCOC1
2026-07-29U.S. resumes second day of strikes on Iran as cease-fire collapsesCLC1 DFMGI DXY LCOC1
2026-07-29Oil tanker traffic through Strait of Hormuz nearly halted as U.S. renews strikes on Iran and Tehran retaliatesBZ=F CL=F MSCI_EM USDIRR
2026-07-29Iran launches drone strikes on US bases in Kuwait, Qatar and Bahrain after Washington ends → Bullish BRENTBRENT
2026-07-29OPEC+ Expected to Pause Production Hikes Through Year-End → Bearish WTIWTI
2026-07-29Russian intelligence reports Kremlin allocating nearly half of federal budget to sustain Ukraine war effortRUBUSD XAUUSD
2026-07-29US conducts second consecutive day of major strikes on about 90 Iranian military sites → B → Bullish BRENTBRENT
2026-07-29IMF upgrades Egypt’s 2026 growth forecast and sharply downgrades MENA outlook on war and H → Bullish EGX30EGX30
2026-07-29Nationwide gasoline shortages emerge across nearly all Russian regions amid refinery disru → Bearish RUBUSDRUBUSD
2026-07-29Oil tanker traffic through the Strait of Hormuz fell to a near standstill after renewed U. → Bearish BRENTBRENT
2026-07-29Yemen’s Houthis claim missile attack on Saudi oil tanker amid declared naval blockade in R → Bullish DUBAI CRUDEDUBAI CRUDE
2026-07-29AMRO sharply upgrades South Korea 2026 GDP forecast to 3.1% and nudges inflation higher → Bullish KOSPIKOSPI
2026-07-29Ukrainian drone strikes disrupt up to 40% of Russia’s oil refining capacity and trigger gasoline shortages across multiple regionsBRENT CRUDE FUTURES ICE GASOIL ROSNEFT
2026-07-29Ukrainian drones hit Russian oil and fuel infrastructure, intensifying domestic fuel short → Bullish GASOILGASOIL
2026-07-29Ukrainian SBU claims drone strike on Lukoil Perm refinery and other Russian energy sites → Bullish BRENTBRENT
2026-07-29Yemen’s Houthis claim missile attack on Saudi oil tanker amid declared naval blockade in R → Bullish TANKER EQUITIESTANKER EQUITIES
2026-07-29Russian ballistic missile strikes defense tech and drone exhibition near Kyiv → Bullish RT → Bullish RTXRTX+3.28%
2026-07-29Saudi Arabia and CENTCOM conduct strikes on Iran-backed groups in Iraq after drone attacks → Bullish 2222.SR2222.SR
2026-07-29Pakistan LNG issues emergency tender after Hormuz hostilities disrupt Qatari LNG shipments → Bullish LNG SHIPPING EQUITIESLNG SHIPPING EQUITIES
2026-07-29Philippines' BSP signals possible 50 bps rate hike if inflation risks worsen → Bullish USD/PHPUSD/PHP
2026-07-29Ukrainian drones hit Russian oil and fuel infrastructure, intensifying domestic fuel short → Bullish URALSURALS
2026-07-29IMF raised China's 2026 growth forecast to 4.6%CNH CSI 300+0.28%
2026-07-29Yemen’s Houthis claim missile strike on Saudi oil tanker and enforce expanded maritime blockadeBRENT
2026-07-29Iran suspends Tehran–Mashhad passenger rail services after US‑Israeli missile strikes on key bridgesBRN00 CL1 EMB+0.65%
2026-07-29China reported 4.7% first-half GDP growth as officials framed the new 15th Five-Year Plan periodCNH FTSE CHINA A50+0.28%
2026-07-29US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sitesBRN00 CL1 DXY LMT+2.38%
2026-07-29Iran suspends Tehran–Mashhad passenger rail services after US‑Israeli missile strikes on key bridgesBRN00 CL1 EMB+0.65%
2026-07-29Iranian leadership signals tighter control over Strait of Hormuz under Iranian-only security arrangementsBRENT SAUDI 5Y CDS WTI
2026-07-29Ukrainian SBU claims drone strike on Lukoil Perm refinery and other Russian energy sites → Bearish RU10YRU10Y
2026-07-29IMF upgrades Egypt’s 2026 growth forecast and sharply downgrades MENA outlook on war and H → Bullish EGGBEGGB
2026-07-29US military strikes on five Iranian provinces kill at least 14 as Washington resumes offen → Bullish BRENTBRENT
2026-07-29Saudi Arabia and CENTCOM conduct strikes on Iran-backed groups in Iraq after drone attacks → Bullish LCOC1LCOC1
2026-07-29IMF July 2026 WEO upgrade raises Egypt’s 2026 growth forecast to 4.6% amid regional contra → Bullish SA10YUSDSA10YUSD
2026-07-29Ukrainian drone campaign continues to disrupt Russian gasoline refining and cause nationwide fuel shortagesRUBUSD
2026-07-29Yemen’s Houthis claim missile attack on Saudi oil tanker as part of declared Red Sea naval → Bullish CL1CL1
2026-07-29Israeli airstrike destroys mosque in Gaza City amid ongoing post-ceasefire clashes → Bullish TA-35TA-35
2026-07-29Ukraine’s drone campaign disrupts up to 40% of Russian oil refining capacity and causes ga → Bullish BRENTBRENT
2026-07-29Oil tanker traffic through the Strait of Hormuz fell to a near standstill after renewed U. → Bearish BRENTBRENT
2026-07-29Ukraine targets Russian ‘shadow fleet’ with overnight attacks on 12 oil tankers used to circumvent sanctionsBRENT CRUDE FUTURES TANKER SHIPPING INDICES URALS CRUDE BENCHMARKS
2026-07-29Israeli army demolishes towns in southern Lebanon despite June 26 ceasefire frameworkBRENT GOLD LEBANON 5Y CDS TA-35+7.92%
2026-07-29Australia Q2 2026 CPI and June monthly inflation undershoot forecasts, easing pressure on → Bearish AUDUSDAUDUSD
2026-07-29Saudi Arabia and US launch strikes on Iran-backed groups in Iraq after drone attacks on Sa → Bullish ARAB LIGHT CRUDEARAB LIGHT CRUDE
2026-07-29Taiwan's semiconductor supply chain remained a focal point as AI demand and export-related demand stayed strongTWD
2026-07-29Pakistan LNG issues emergency tender after Hormuz hostilities disrupt Qatari LNG shipments → Bullish TTF GAS FUTURESTTF GAS FUTURES
2026-07-29US strikes on Iran and vessel attacks bring Strait of Hormuz traffic near standstillBRENT TASI USDQAR WTI

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