Catalysts and events · 2026-09-25

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

DateCardAvg 5d

2026-09-25The United States places Iran under intensified economic pressure as sanctions disrupt Iranian international air travelBRENT CRUDE IRR
2026-09-25Ukraine reportedly strikes Russian refinery and electronics plant in overnight drone attackGASOIL MOEXENER URALS
2026-09-25Iran proposes reopening the Strait of Hormuz within seven days if the United States meets its conditionsBRENT CRUDE FUTURES DXY VLCC FREIGHT RATES
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%
2026-09-25EU agrees to release €6.6 billion in European Peace Facility funds for UkraineRHEINMETALL UAHYB
2026-09-25Iranian military adviser Yahya Safavi says Tehran will retain control of the Strait of Hormuz and has agreed a transit mechanism with OmanBRENT CRUDE FUTURES VLCC FREIGHT RATES
2026-09-25Only nine vessels cross the Strait of Hormuz as Cyprus joins calls to restore free navigationBDRY BZ=F-7.31%
2026-09-25Najaf airport suspends all Iranian flights as it enforces US sanctionsIRAQ AIR TRAVEL IRR
2026-09-25Iranian Foreign Minister Abbas Araghchi proposes reopening the Strait of Hormuz within seven days if conditions are metBRENT CRUDE GLD-3.37%
2026-09-25France says it will deploy military means to protect Saudi Arabia's Yanbu oil terminal from Houthi attacksBRENT TANKER RATES
2026-09-25Iraq's Najaf International Airport suspends all flights to and from IranIRRUSD NAJAF AIRPORT TRAFFIC
2026-09-25Iran offers to reopen the Strait of Hormuz within seven days and resume nuclear talks if the United States accepts its conditionsBRENT CRUDE DXY VLCC FREIGHT RATES
2026-09-25Taiwan Institute of Economic Research says business confidence weakened in TaiwanTWD UMC-1.89%
2026-09-25War-risk insurance premiums for Saudi tankers at Yanbu rise to about 3% of vessel value2222.SR BZ=F FRO+10.50%
2026-09-25US core capital goods orders rise more than expected in August as business spending stays firmSPY TLT USD-1.13%
2026-09-25Thailand's commerce ministry says exports jumped 24.3% in August on AI demand for electronicsDELTA.BK SET SOXX THB+2.83%
2026-09-25Iran submits a plan to reopen the Strait of Hormuz within seven days, reports sayBRENT TANKER RATES WTI-2.47%
2026-09-25The U.S. military blockade redirects 115 commercial vessels entering or leaving Iranian ports, CBS reportsBRENT CRUDE FUTURES IRANIAN CRUDE EXPORTS VLCC FREIGHT RATES
2026-09-25Commodity-ship transits through the Strait of Hormuz fall to nine as tanker traffic remains severely reducedBRENT CRUDE FRO GLD WTI CRUDE+3.56%
2026-09-25Philadelphia Fed President Anna Paulson signals scope for more interest rate hikes amid inflation risksDXY TLT-2.32%
2026-09-25EU urges Britain to align tariffs on Chinese cars with its trade policyBYD VOW3.DE
2026-09-25Ship-tracking data show commodity-vessel transits through the Strait of Hormuz fell to nineBRENT CRUDE VLCC FREIGHT RATES
2026-09-25US 30-year Treasury yield hits 2004 high as indices fall — TLT reprices lower on duration shockTLT-2.32%
2026-09-25Oracle declares New Mexico data-center force majeure and drops 5% — ORCL cloud-capacity delay repricesORCL-1.03%
2026-09-25Houthis claim Saudi Aramco Yanbu hit as Hormuz transits fall to nine — USO crude-risk premium rebuildUSO-0.65%
2026-09-25ADB raises Southeast Asia growth forecasts as electronics and AI demand strengthen6861.T 8035.T USDJPY
2026-09-25Thailand's commerce ministry says exports jumped 24.3% in August on AI demand for electronicsSET SOXX THB+2.83%
2026-09-25Taiwan Institute of Economic Research says business confidence weakened in TaiwanTAIEX TWD UMC-1.89%
2026-09-25China pushes fairer digital trade rules in Hong Kong0700.HK CNH KWEB+1.41%
2026-09-25ADB leaves developing East Asia outlook unchanged in September update0941.HK CNH HSCEI+2.90%
2026-09-25Iranian President Masoud Pezeshkian says Tehran is ready for a negotiated agreement with WashingtonBRENT CRUDE GOLD USDJPY-3.78%
2026-09-25Iranian officials set conditions for reopening Hormuz as vessel transits fall to single digitsBRENT CRUDE TD3C VLCC FREIGHT USO-0.65%
2026-09-25The United States places Iran under intensified economic pressure as sanctions disrupt Iranian international air travelBRENT CRUDE DAL IRR-1.00%
2026-09-25Ukraine reportedly strikes Russian refinery and electronics plant in overnight drone attackGASOIL MOEXENER URALS
2026-09-25EU agrees to release €6.6 billion in European Peace Facility funds for UkraineEURUSD RHEINMETALL UAHYB
2026-09-25US Central Command reports that its blockade has redirected 115 commercial vessels near the Strait of HormuzBZ=F FRO TD3C+10.50%
2026-09-25Commodity-vessel traffic through the Strait of Hormuz falls to nine vessels as crude flows remain elevatedBZ=F DWT
2026-09-25War-risk insurance premiums for tankers calling at Saudi Arabia’s Yanbu port tripleBRENT CRUDE SAUDI ARAMCO
2026-09-25Najaf airport suspends all Iranian flights as it enforces US sanctionsIRAQ AIR TRAVEL IRAQ SOVEREIGN RISK IRR
2026-09-25Iran-linked disruption cuts commodity-vessel transits through the Strait of Hormuz to nineBRENT CRUDE DALIAN VLCC FREIGHT
2026-09-25Iranian Foreign Minister Abbas Araghchi proposes reopening the Strait of Hormuz within seven days if conditions are metBRENT CRUDE
2026-09-25Russian and Iranian foreign ministers reaffirm that only a diplomatic settlement can end the Middle East conflictBRENT CRUDE GLD-3.37%
2026-09-25China pushes fairer digital trade rules in fresh policy messaging0700.HK BABA
2026-09-25Japan tops the World Economic Forum's 2026 Travel and Tourism Development Index9020.T 9201.T TOPIX
2026-09-25Ship-tracking data show commodity-vessel transits through the Strait of Hormuz fell to nineBRENT CRUDE VLCC FREIGHT RATES
2026-09-25U.S. and Iranian negotiators explore a phased arrangement to reopen Hormuz and lift the U.S. blockadeBRENT CRUDE DXY GOLD-3.78%
2026-09-25Iran offers to reopen the Strait of Hormuz within seven days and resume nuclear talks if the United States accepts its conditionsBRENT CRUDE DXY VLCC FREIGHT RATES
2026-09-25US September PMI gauges show manufacturing and services expansion remains strongSPY TLT USDJPY-1.27%
2026-09-25Philadelphia Fed President Anna Paulson signals scope for more interest rate hikes amid inflation risksDXY TLT XLF-2.39%
2026-09-25US core capital goods orders rise more than expected in August as business spending stays firmSPY TLT USD-1.13%

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