Catalysts and events · 2026-09-25

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

DateCardAvg 5d

2026-09-25Saudi Arabia faces sharply higher war-risk insurance costs for tankers calling at YanbuBZ=F DHT FRO+9.61%
2026-09-25US Senate rejects a measure requiring President Trump to end the Iran war without congressional authorizationBZ=F ITA TLT-2.57%
2026-09-25ArcelorMittal shuts Ukraine's biggest steel plant after repeated Russian strikesBHP HRC MT-8.76%
2026-09-25Russian drone and missile strikes kill a teenager and damage Kyiv apartment blocks and energy infrastructureDTEK RHM TTF
2026-09-25Iranian official says Tehran will make no nuclear concessions before Washington lifts its blockade and sanctionsBZ=F DXY USO-0.65%
2026-09-25Saudi Aramco sells more than 60 million barrels for ship-to-ship transfers off Oman after Red Sea export disruptionBZ=F FRO USDJPY+10.50%
2026-09-25US Central Command redirects seven commercial vessels after imposing a blockade on the Strait of HormuzBDRY BZ=F FRO+1.59%
2026-09-25Iraq suspends Iranian flights to Najaf, Erbil and Sulaymaniyah after expanding restrictions on Tehran routesIRR LUV-0.49%
2026-09-25UN refugee chief says renewed fighting in Yemen drives more than 130,000 people from their homesBDI BRENT
2026-09-25Ship transits through the Strait of Hormuz fall to nine as crude flows remain near the prior week's paceBRENT CRUDE FRO JETS+3.80%
2026-09-25Iran's foreign minister says he has presented a seven-day roadmap to reopen the Strait of HormuzBDRY BRENT USDJPY-7.31%
2026-09-25Russian drone and missile strikes kill civilians in Kyiv as daytime attacks continueFXUAH UAH USD/UAH
2026-09-25Saudi-Houthi six-missile intercept and Yanbu Aramco claim — USO reprices Gulf disruption riskUSO-0.65%
2026-09-25Zelensky says Trump approved licenses for Ukraine to produce Patriot missilesRTX UAH-2.68%
2026-09-25Saudi Arabia faces sharply higher tanker insurance costs at Yanbu as Red Sea security risks disrupt exportsBRENT CRUDE VLCC FREIGHT
2026-09-25ArcelorMittal says missile strikes prevent restart at Ukraine's largest steel plantHRC MT UAH-8.76%
2026-09-25US and Iranian negotiators discuss a phased path to reopen the Strait of Hormuz and end the warBZ=F CL=F DXY
2026-09-25Kpler data show 33.7 million barrels of crude moved through the Strait of Hormuz in the week beginning September 20BRENT CRUDE VLCC FREIGHT RATES
2026-09-25Ship-tracking data shows commercial traffic through the Strait of Hormuz falling to single digitsBRENT CRUDE FUTURES LNG SHIPPING RATES VLCC FREIGHT RATES
2026-09-25White House says US and Iranian negotiators are holding positive and constructive discussions through mediatorsGC=F TLT XLE-0.53%
2026-09-25Only nine commodity carriers pass through the Strait of Hormuz as tanker traffic falls to single digitsBZ=F FRO STNG+8.16%
2026-09-25Iranian official says Tehran will make no nuclear concessions in exchange for reopening the Strait of HormuzBRENT CRUDE BRENT CRUDE FUTURES GLD GOLD FUTURES-2.01%
2026-09-25Iranian Foreign Minister Abbas Araghchi offers to reopen the Strait of Hormuz in seven days if Washington accepts Tehran’s conditionsGOLD VLCC FREIGHT RATES WTI CRUDE-3.78%
2026-09-25IREN Secures $9.7B Microsoft Deal for High-Performance AI Data Center HostingIREN-21.13%
2026-09-25Iranian Foreign Minister Abbas Araghchi offers to reopen the Strait of Hormuz in seven days if Washington accepts Tehran’s conditionsBRENT CRUDE GOLD VLCC FREIGHT RATES WTI CRUDE-3.78%
2026-09-25Hungary stays exposed as Ukraine attacks Russian refining assets and Black Sea diplomacy shiftsHUF MOL
2026-09-25US and Iranian negotiators discuss a phased path to reopen the Strait of Hormuz and end the warBZ=F CL=F DXY
2026-09-25Ship-tracking data shows commercial traffic through the Strait of Hormuz falling to single digitsBRENT CRUDE FUTURES LNG SHIPPING RATES VLCC FREIGHT RATES
2026-09-25Kpler data show 33.7 million barrels of crude moved through the Strait of Hormuz in the week beginning September 20BRENT CRUDE VLCC FREIGHT RATES
2026-09-25Iranian official says Tehran will make no nuclear concessions despite its Hormuz reopening proposalBRENT CRUDE GLD USO-2.01%
2026-09-25ADB raises its Southeast Asia growth outlook on AI-led electronics demand2330.TW CNH PHLXSOX+2.90%
2026-09-25War-risk insurers quote Hormuz tanker premiums at six to nine percent of vessel valueBDRY BZ=F ZIM-2.90%
2026-09-25Putin says all Ukraine peace proposals remain on the table but Russia must weigh its interestsBRN EURUSD PLN+4.30%
2026-09-25Poland boosts air defence after Russian provocations near the Ukraine war frontHSW PLN WIG20
2026-09-25United States, Ukraine and Russia prepare technical trilateral talks on ceasefire stepsBIST BANKA TRY XU100
2026-09-25Russian drone and missile strikes kill civilians in Kyiv as daytime attacks continueFXUAH UAH USD/UAH
2026-09-25Zelensky says Trump approved licenses for Ukraine to produce Patriot missilesRTX S&P500 UAH-2.68%
2026-09-25ArcelorMittal says missile strikes prevent restart at Ukraine's largest steel plantHRC MT UAH-8.76%
2026-09-25Saudi Arabia faces sharply higher tanker insurance costs at Yanbu as Red Sea security risks disrupt exportsBRENT CRUDE VLCC FREIGHT
2026-09-25Iran's foreign minister says he has presented a seven-day roadmap to reopen the Strait of HormuzBDRY BRENT USDJPY-7.31%
2026-09-25Lebanon's prime minister tells the UN Israel must withdraw and armed groups must disarmEBL LEBUSD WTI-2.47%
2026-09-25Only nine commodity carriers pass through the Strait of Hormuz as tanker traffic falls to single digitsBZ=F FRO STNG+8.16%
2026-09-25White House says US and Iranian negotiators are holding positive and constructive discussions through mediatorsGC=F TLT XLE-0.53%
2026-09-25Brent crude retreats toward $105 as US and Iranian negotiators explore a phased Hormuz reopeningBZ=F CL=F GC=F
2026-09-25ADB raises Southeast Asia growth forecasts as electronics and AI demand strengthen6861.T 8035.T USDJPY
2026-09-25Ship-to-ship oil transfers in the Gulf of Oman reach capacity as Saudi Arabia diverts exports from the Red SeaBRENT CRUDE BZ=F DHT FRO+9.61%
2026-09-25US core capital goods orders rise more than expected in August as business spending stays firmSPY TLT USD-1.13%
2026-09-25Ship-tracking data show commodity-vessel transits through the Strait of Hormuz fell to nineBRENT CRUDE VLCC FREIGHT RATES
2026-09-25Iran submits a plan to reopen the Strait of Hormuz within seven days, reports sayBRENT TANKER RATES WTI-2.47%
2026-09-25Philadelphia Fed President Anna Paulson signals scope for more interest rate hikes amid inflation risksDXY TLT-2.32%

See today's live cards

Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.

Open Desk — $399/month