Catalysts and events · 2026-07-29

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

DateCardAvg 5d

2026-07-29Ukrainian drone campaign continues to disrupt Russian gasoline refining and cause nationwide fuel shortagesHO=F MOEXOG RB=F RUBUSD
2026-07-29UK highlights Russian drone incursions into Romanian airspace at OSCE, signaling NATO concern over spilloverBUX EURRON ROMGB WIG20
2026-07-29Iranian leadership signals tighter control over Strait of Hormuz under Iranian-only security arrangementsADGI BRENT SAUDI 5Y CDS WTI
2026-07-29Iran launches drone strikes on US bases in Kuwait, Qatar and Bahrain amid renewed Gulf escalationBRENT PREMIERMARKETKW QE INDEX WTI
2026-07-29Israeli army demolishes towns in southern Lebanon despite June 26 ceasefire frameworkBRENT GOLD LEBANON 5Y CDS TA-35+7.92%
2026-07-29Hostilities near Strait of Hormuz disrupt Qatari LNG shipments, triggering emergency tender from PakistanJKM QATARENERGY BONDS TTF USDQAR
2026-07-29South Korea's semiconductor-led manufacturing rebound lifted regional conditions in the first halfKOSPI KRW SAMSUNG ELECTRONICS SK HYNIX
2026-07-29Japan's growth outlook was trimmed in a mid-year economic forecastJGB NIKKEI 225 USD/JPY
2026-07-29China reported 4.7% first-half GDP growth as officials framed the new 15th Five-Year Plan periodCGB CNH FTSE CHINA A50 HSCEI+0.28%
2026-07-29Taiwan's semiconductor supply chain remained a focal point as AI demand and export-related demand stayed strongSOXX TSM TWD+12.32%
2026-07-29Hong Kong-linked demand supported Chinese seafood imports in early 2026 trade data coverageHKD HSI
2026-07-29Iran suspends Tehran–Mashhad passenger rail services after US‑Israeli missile strikes on key bridgesBRN00 CL1 EMB JPMX+0.65%
2026-07-29Pakistan issues emergency spot LNG tender after Hormuz hostilities disrupt Qatari cargoesGLNG JKM QE_INDEX TTF
2026-07-29Yemen’s Houthis claim missile strike on Saudi oil tanker and enforce expanded maritime blockade2222 BRENT DUBAICRUDE SAUDI 5Y CDS
2026-07-29Coordinated Ukrainian aerial and naval drone campaign cripples Russian Crimea supply lifeline via Kerch Strait and river-to-sea routesCBOT WHEAT RUBUSD
2026-07-29Russia launches saturated ballistic missile and glide bomb attacks on Kyiv, Zaporizhzhia and Kharkiv, pushing civilian casualties to highest monthly level since 2022UAHUSD UKRAINIAN BANK EQUITIES
2026-07-29Ukraine reports its air defenses intercepted 89% of June Russian aerial targets but admit significant vulnerability to ballistic missilesCBOT WHEAT XAUUSD
2026-07-29Study finds Ukraine war troop casualties exceed 2 million, with Russia bearing majority of losses since 2022 invasionMOEX RUBUSD
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
2026-07-29Russian intelligence reports Kremlin allocating nearly half of federal budget to sustain Ukraine war effortRUBUSD RUSSIA OFZ 10Y XAUUSD
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
2026-07-29Iran’s Qalibaf warns Strait of Hormuz will operate only under Iranian arrangements after fresh US strikesBRN00 CL1 DFMGI TASI
2026-07-29Strait of Hormuz tanker traffic slumps to multi‑year low amid renewed US–Iran strikes and vessel attacksBRN00 CL1 DHT EURN-3.67%
2026-07-29Iran reports casualties from renewed US strikes across five provinces as ceasefire declared overBRN00 CL1 EMB QE_INDEX+0.65%
2026-07-29US conducts second straight day of large‑scale strikes on about 90 Iranian coastal military sitesBRN00 CL1 DXY LMT+2.38%
2026-07-29Jordan intercepts five Iranian missiles targeting its territory amid wider U.S.–Iran regional exchangesDXY
2026-07-29Trump pauses planned new strikes on Iran as Oman-led mediation seeks deal to reopen Strait → Bearish CLC1CLC1
2026-07-29US strikes on Iran and vessel attacks bring Strait of Hormuz traffic near standstillBRENT TASI USDQAR WTI
2026-07-29Israeli airstrike destroys mosque in Gaza City amid ongoing post-ceasefire clashesISRAEL_CDS TA-35
2026-07-29Yemen’s Houthis claim missile attack on Saudi oil tanker as part of declared Red Sea naval blockadeBRN00 CL1 TANKER_EQ_IND
2026-07-29Pakistan LNG issues emergency tender after Hormuz hostilities disrupt Qatari LNG shipmentsGLNG JKM JKM LNG LNG SHIPPING EQUITIES
2026-07-29Ukrainian drones hit Russian oil and fuel infrastructure, intensifying domestic fuel shortages and refinery disruptionsBRN00 GASOIL URALS
2026-07-29US conducts second consecutive day of major strikes on about 90 Iranian military sites → Bullish CL1CL1
2026-07-29Yemen’s Houthis claim missile strike on Saudi oil tanker amid declared Red Sea blockade2222.SR BRENT BRN00 DUBAI CRUDE
2026-07-29Ukraine intensifies drone campaign against Russian fuel storage over 800 miles from border → Bullish BRN00BRN00
2026-07-29Iranian armed forces launched attacks on U.S. military infrastructure in neighboring Gulf → Bullish DXYDXY
2026-07-29Iran fires missiles at U.S. base in Jordan as OPEC+ monitors regional supply risks → Bullish WTIWTI
2026-07-29Iran’s Revolutionary Guards launch ballistic missiles at U.S. military facilities in Bahrain and KuwaitCL1 OVX USD/KWD USD/SAR
2026-07-29Russian ballistic missile strikes defense tech and drone exhibition near Kyiv → Bullish RTXRTX+3.28%
2026-07-29Nationwide gasoline shortages emerge across nearly all Russian regions amid refinery disruptionsMOEX RUBUSD
2026-07-29Jordan intercepts multiple missiles fired from Iran amid regional escalationUSDJPY
2026-07-29Ukrainian SBU claims drone strike on Lukoil Perm refinery and other Russian energy sitesBRENT RU10Y RUB
2026-07-29AMRO sharply upgrades South Korea 2026 GDP forecast to 3.1% and nudges inflation higherKOSPI
2026-07-29Russian ballistic missile strikes defense tech and drone exhibition near Kyiv → Bullish EURUSDEURUSD
2026-07-29US conducts second consecutive day of major strikes on about 90 Iranian military sites → Bullish BRENTBRENT
2026-07-29Russian ballistic missile strike on major Kyiv defense and drone exhibition kills at least → Bullish WIG20WIG20
2026-07-29Saudi Arabia and CENTCOM conduct strikes on Iran-backed groups in Iraq after drone attacks on Saudi petroleum facilities2222.SR CLC1 LCOC1
2026-07-29Iran fires missiles at U.S. base in Jordan as OPEC+ monitors regional supply risks → Bullish BRENTBRENT
2026-07-29Iran fires missiles at U.S. base in Jordan as OPEC+ monitors regional supply risks → Bullish USDJPYUSDJPY
2026-07-29US tariff on a wide range of Brazilian goods took effect at 00:01 ET → Bullish USD/BRLUSD/BRL

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