Catalysts and events · 2026-09-29

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

DateCardAvg 5d

2026-09-29Saudi Arabia resumes oil exports through the East-West pipeline after repairs2222.SR CL=F TANKER RATES
2026-09-29Iraq's government says U.S. troops will leave its last bases by WednesdayBRK U.S. TREASURY 10Y
2026-09-29Kpler records a recovery in Strait of Hormuz oil transit to almost 10 million barrels per dayBZ=F FRO+7.85%
2026-09-29Iran keeps commercial tanker traffic restricted in the Strait of Hormuz as talks continueBZ=F JETS STNG+0.79%
2026-09-29US imposes sanctions on 13 people tied to alleged Iranian weapons procurementBZ=F XLE ZIM+2.58%
2026-09-29Qatar says shuttle diplomacy could produce a US-Iran breakthrough despite Trump’s sanctions-relief denialBZ=F DXY GLD-0.16%
2026-09-29Trump denies offering Iran sanctions relief as Qatari mediators press for a US-Iran peace dealBZ=F DXY USO+1.09%
2026-09-29Iran presents mediators with a seven-day plan to reopen the Strait of Hormuz after sanctions and blockade concessionsBZ=F FRO USO+4.47%
2026-09-29US homebuilders face 7% mortgage rates and 9.9% ITB drop — orders and margins reprice lowerITB-1.54%
2026-09-29Oil shipments through the Strait of Hormuz and alternative routes recover to nearly 80% of prewar flowsBZ=F FRO+7.85%
2026-09-29Iranian army says only a small number of foreign vessels and oil tankers have passed through the Strait of HormuzBDTI CL1! XLE+3.59%
2026-09-29Iranian Revolutionary Guards challenge US claims that Hormuz leverage has weakened as September oil flows recoverBRENT CRUDE FUTURES USO VLCC FREIGHT RATES+1.09%
2026-09-29President Trump rejects reports that he offered Iran sanctions relief and frozen fundsBZ=F GLD USO+0.46%
2026-09-29Nvidia adds $150B buyback to $235B through FY2028 — NVDA EPS accretion offsets rate pressureNVDA+5.29%
2026-09-29Yemen government forces and Houthi militants intensify fighting in Lahj and TaizBRN DBA+1.61%
2026-09-29US-Iran contacts continue through mediators as Tehran and Washington dispute terms of a possible dealDXY
2026-09-29Iran conditions Strait of Hormuz reopening on terms of a negotiated settlement with the United StatesBDTI CL1! GLD-0.16%
2026-09-29President Donald Trump rejected reports that his administration offered Iran sanctions rel → Bearish IRRIRR
2026-09-29Russia launches overnight missile and drone strikes on Kyiv, hitting rail, data and education sitesDBA EGX30 UAH
2026-09-29Trump denies offering Iran sanctions relief as US and Iranian officials hold mediated talksCL1! DXY USO+1.09%
2026-09-29Russia launches ballistic missiles and jet-powered drones at Kyiv in overnight attackEUR/USD RHM.DE UAH
2026-09-29South Korea estimates CPTPP accession would lift GDP by 0.38 point over a decade005930.KS EWY KRW-0.37%
2026-09-29Tanker spot rates reach record or near-record levels as Gulf operators use Hormuz shuttle and ship-to-ship transfersBRENT CRUDE FRO XLE+5.72%
2026-09-29Iran’s rial falls past 2.5 million per dollar as US pressure squeezes the economyIRANIAN OIL EXPORTS IRR/USD
2026-09-29Ukraine's 3rd Army Corps says it liberates villages in the Lyman sectorMOEX UAGB UAH
2026-09-29Ukraine strikes Russian Kasta radar, drone command posts and ammunition depots in occupied territoriesBRENT MOEX RHM.DE
2026-09-29QatarEnergy extends force majeure notices as Hormuz closure disrupts LNG deliveriesEUA JKM TTF
2026-09-29Trump denies offering Iran sanctions relief as Tehran says it is ready for talks → Bullish GC=FGC=F
2026-09-29Trump rejects Iran seven-day Hormuz truce as yields hit 2002 highs — QQQ multiples compress on oil inflationQQQ+2.94%
2026-09-29US Treasury sanctions individuals and entities accused of supplying weapons components to IranIRR ITA USO+0.29%
2026-09-29US Treasury sanctions 10 individuals and entities tied to Iran’s military procurement networkIRR/USD USO+1.09%
2026-09-29South Korea's export growth remains a key support as AI demand boosts regional trade005930.KS EWY KRW-0.37%
2026-09-29Taiwan semiconductor suppliers stay exposed as AI demand drives Asia export gainsSOXX TSM TWD+4.71%
2026-09-29US Treasury sanctions individuals and entities accused of supplying weapons components to IranIRR ITA USO+0.29%
2026-09-29Tanker spot rates reach record or near-record levels as Gulf operators use Hormuz shuttle and ship-to-ship transfersBRENT CRUDE FRO XLE+5.72%
2026-09-29Russia launches overnight missile and drone strikes on Kyiv, hitting rail, data and education sitesDBA EGX30 UAH
2026-09-29Kirill Dmitriev holds talks with US officials on Ukraine war and postwar energy initiativesRTSI RUB XLE+3.59%
2026-09-29Eight US Marines suffer minor injuries in Iranian attack on a ship operating in the Strait of HormuzBZ=F GLD STNG+1.51%
2026-09-29Middle Eastern crude exports rebound to their highest level since the war beganBZ=F CL=F DHT+4.91%
2026-09-29Yemen government forces and Houthi militants intensify fighting in Lahj and TaizBRN DBA+1.61%
2026-09-29Iranian Revolutionary Guards challenge US claims that Hormuz leverage has weakened as September oil flows recoverBRENT CRUDE FUTURES USO VLCC FREIGHT RATES+1.09%
2026-09-29China and ASEAN trade reaches $744.4 billion in the first seven months, Gan says in Singapore2330.TW MCHI USDJPY+0.17%
2026-09-29South Korea estimates CPTPP accession would lift GDP by 0.38 point over a decade005930.KS EWY KRW-0.37%
2026-09-29Taiwan semiconductor export demand stays supported by strong AI hardware trade in Asia2330.TW SOXX USDTWD+3.88%
2026-09-29Iranian army says only a small number of foreign vessels and oil tankers have passed through the Strait of HormuzBDTI CL1! XLE+3.59%
2026-09-29Iran conditions Strait of Hormuz reopening on terms of a negotiated settlement with the United StatesBDTI CL1! GLD-0.16%
2026-09-29Trump denies offering Iran sanctions relief as US and Iranian officials hold mediated talksCL1! DXY USO+1.09%
2026-09-29Trump rejects reports of US sanctions relief and frozen-funds release for Iranian nuclear concessionsCL1! GLD USDRUB-0.16%
2026-09-29QatarEnergy extends force majeure notices as Hormuz closure disrupts LNG deliveriesEUA JKM TTF
2026-09-29Ukraine's 3rd Army Corps says it liberates villages in the Lyman sectorMOEX UAGB UAH

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