Monday, 28 September 2026Updated 3m ago
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Geopolitics

Topic tag · tracked since 23 Sept · also geopolitical, geopolitical tensions, war, conflict

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Today86 stories · 128 articles280 stories since 23 Sept
Net tone▼ −45% today−17% over the week
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Developing6 storylinesBiggest: US-Iran standoff over reopening the Strait of Hormuz · 42 updates

Geopolitics in three lines

Written 3h ago from its latest stories
  • Gold futures fell to around $4,230 an ounce, a seven-week low, amid the US-Iran impasse
  • Iran sought sanctions relief in exchange for reopening the Strait of Hormuz, Mike Waltz said
  • Brent crude rose to $106.59, up 2.18%, after Trump rejected Iran’s proposal

Stories per day

Bar colour is the day’s tone · tracking began on 23 Sept

Often tagged with

stories together this week · colour is their tone
Iran127Crude oil83Donald Trump65Middle East58Russia45US–China40Russia–Ukraine war37Strait of Hormuz32Ukraine28Taiwan26

Stories

280 in all · newest first
● mixedUK police 'investigate Iran link' to alleged bomb threat against base hosting U.S. Air ForceU.K. counter-terrorism police are investigating a possible Iran link to an alleged bomb threatUnited KingdomIran1 source
14m
Market move▼ bearishGlobal Market: Chinese stocks slide as US-China optimism fades, tech shares tumbleChina’s CSI300 fell 2.2% as optimism from the US-China summit fadedChinaUS–ChinaAsian markets1 source
58m
Market move▼ bearishTreasury Yields Rise Amid U.S.-Iran Diplomatic StalemateTreasury yields rose in Asian trade on MondayIranMiddle EastCrude oil1 source
1h
Market move▼ bearishIndia VIX spikes 14% as oil, geopolitical risks trigger market sell-offIndia VIX spiked 14% as oil and geopolitical risks triggered a market sell-offNifty and SensexCrude oilMarket valuations1 source
2h
Market move▼ bearishAsian shares trade mixed as oil prices rise amid Iran war uncertaintyAsian shares traded mixed as oil prices rose amid uncertainty over the Iran warIranCrude oilAsian markets1 source
2h
● mixedIndian economy demonstrates resilience despite increased volatility amid re-escalating tensions in West Asia: RBIRBI said the Indian economy demonstrates resilience amid rising energy prices and increased volatilityRBIMiddle EastEconomic growth1 source
2h
Market move▼ bearishINR stays pressured as oil prices rebound amid the ongoing West Asia conflictThe rupee fell 20 paise to 95.95 against the US dollar in early tradeRupeeCrude oilMiddle East1 source
2h
Market move▼ bearishGold slips below ₹1.50 lakh on US-Iran impasse; silver tumbles tooComex gold futures fell to around $4,230 per ounce, a seven-week lowGoldSilverIran1 source
3h
Market move▼ bearishBrent crude rises above $106 as Trump rejects Iran’s proposalBrent crude was $106.59, up 2.18%, at 9:35 am MondayCrude oilIranDonald Trump1 source
3h
Market move▼ bearishBitcoin, Nasdaq futures decline as Trump won’t rule out more Iran strikesTrump did not rule out further strikes on Iran before the US midterm electionsBitcoinDonald TrumpIran1 source
4h
Market move▼ bearishAsian Currencies Weaken Amid Ongoing Geopolitical TensionsAsian currencies weakened against the dollar amid elevated oil prices and global yieldsAsian marketsCrude oilBond yields1 source
5h
Market move▼ bearishRupee faces pressure as Iran talks stall; RBI intervention seen as a bufferThe rupee settled at 95.8125 to the dollar on FridayRupeeIranRBI3 sources
29m
▼ bearishHormuz Tensions: Iran Hits Back At US Over Strait Control, Points To Oil Price PremiumIran proposed a seven-day plan to reopen the Strait of Hormuz; Trump rejected Tehran's conditionsStrait of HormuzIranCrude oil1 source
5h
Market move▼ bearishOil Prices Rise Again: Trump rejects Iran proposal; markets stay volatileOil prices surged on Monday after Trump rejected Iran's peace proposalCrude oilDonald TrumpIran1 source
6h
Market move▼ bearishOil prices rebound after Trump rejects peace deal to resolve Iran conflictBrent crude rose $1.32, or 1.27%, to $105.64 a barrelCrude oilDonald TrumpIran2 sources
1h
Market move▼ bearishGold Declines As Hormuz Impasse Keeps Rate-Hike Bets ElevatedOil rose after Iran refused to soften its conditions for reopening the Strait of HormuzStrait of HormuzIranDonald Trump1 source
6h
Market move▼ bearishOil heads higher as US-Iran peace talks in stalemateOil prices rebounded more than 1% as Middle East tensions persistedCrude oilMiddle EastIran1 source
6h
▼ bearishMore US Strikes On Iran? Trump Hints 'It's Possible'; Tehran Says Fully Prepared For 'Doomsday' WarTrump said the US could end the Iran conflict soon, after which oil prices would fall sharplyIranDonald TrumpCrude oil1 source
6h
▼ bearishTrump says US will win Iran war soon; does not rule out strikes before midtermsTrump said the US-Iran conflict would be won “very soon”IranDonald TrumpUS midterms2 sources
6h
● mixedTrump Says Men Arrested In UK Aimed To Attack Shared BaseTrump said men arrested in the UK aimed to attack a shared baseUnited KingdomDonald TrumpRussia1 source
6h
Market move● mixedDollar firms as US-Iran tensions lift oil and strengthen hawkish Fed betsThe dollar strengthened as investors anticipated inflation data and central bank decisionsUS dollarIranCrude oil3 sources
6h
Market move▼ bearishRupee and government bonds face pressure as oil rises and Iran diplomacy hopes fadeThe rupee and government bonds are vulnerable as oil prices climbRupeeG-secsCrude oil3 sources
5h
Market move▼ bearishGIFT Nifty signals weak start as Asian markets trade mixedGIFT Nifty signalled a negative start for Indian equitiesNifty and SensexFII flowsCrude oil4 sources
6h
● mixedCNBC Daily Open: The art of the deal-ishXi Jinping’s Washington visit brought more personal diplomacy than breakthroughsXi JinpingUS–ChinaChina1 source
7h
Market move▼ bearishOil Rises on Geopolitical Risks, Stockpile DeclineOil gained amid geopolitical risks and a decline in stockpilesCrude oilIranRussian oil1 source
7h
Market move▼ bearishPre-market action: Here's the trade setup for today's sessionIndian markets are correcting amid global geopolitical tensions and excessive valuationsNifty and SensexMarket valuationsFII flows1 source
7h
Market move▼ bearishOil gains over 1% as Trump rejects Iranian proposal to reopen Hormuz StraitOil prices gained over 1% after Trump rejected Iran's proposal to end the conflict and reopen the Strait of HormuzCrude oilDonald TrumpIran1 source
8h
Policy● mixedCould your protein powder cost more? The US-Canada trade war is putting whey at riskUS-Canada trade tensions put whey under tariff and import-restriction riskCanadaTrade and tariffsUS tariffs1 source
10h
Market move▼ bearishOil rises as Iran holds to Strait of Hormuz proposal rejected by TrumpOil rose as Iran stuck to its seven-day proposal to reopen the Strait of HormuzStrait of HormuzCrude oilIran2 sources
9h
● mixedSouth Korea demands apology from Ukraine over North Korean POW disclosureSouth Korea accused Ukraine of breaching a confidentiality deal over transferring two North Korean POWs to SeoulUkraineRussia–Ukraine war2 sources
3h
● mixedThe art of 'diplotainment'The Trump-Xi summit yielded few substantive gainsDonald TrumpXi JinpingUS–China1 source
14h
Policy● mixedImport duty cut on sunflower oil has a significant Russian backdropSunflower oil import-duty cuts intersect with India’s growing edible-oil import dependenceImport dutiesFarm commoditiesRussia1 source
14h
● mixed5 Men Arrested Near UK's RAF Fairford Base Used For Iran StrikesFive men were arrested near RAF Fairford, a base used for Iran strikesUnited KingdomIran1 source
16h
● mixedDonald Trump Expects More US-Iran Talks This Week: ReportsTrump rejects Tehran’s seven-day plan to reopen the Strait of HormuzStrait of HormuzIranDonald Trump1 source
16h
● mixedForeign secy Misri meets US lawmakers; Russia sanctions bill and India-US ties in focusVikram Misri met a bipartisan US Congressional delegationRussiaRussian oilTrade deals1 source
16h
● mixedRussia-Europe balancing act ahead for India as Modi lines up Dec visitsModi plans December visits to Western countries and Russia amid shifting global tiesNarendra ModiRussiaRussian oil1 source
17h
Policy▼ bearishUS trade deal could shield India from 100% tariff under Russian sanctions law: SourcesGraham Act allows tariffs of up to 100% on the largest buyers of Russian oilTrade dealsRussiaDonald Trump1 source
17h
Market move● mixedGold, Silver Face Another Choppy Spell This Week As US Data, West Asia Tensions Take Centre Stage: AnalystsGold and silver face another choppy week as US data and West Asia tensions take centre stageGoldSilverUS dollar1 source
18h
● mixedIran's foreign minister keeps indirect talks with the U.S. open; Iranian navy claims capture of underwater droneIran’s foreign minister says talks are the only way to break the deadlock with the USIranStrait of Hormuz1 source
18h
● mixedIndia-Russia Defence Ties: Russian Envoy Denis Alipov Says It's Not A 'Zero-Sum Game'Russian Ambassador Denis Alipov said India-Russia ties are rooted in trust and mutual partnershipRussiaDefence1 source
19h
Market move● mixedWeek Ahead On D-Street: Auto Sales, Crude Oil, US-Iran Conflict Among Key Triggers To Drive Sensex, NiftySensex and Nifty entered the final week of September after a seven-week losing streakNifty and SensexCrude oilIran1 source
21h
Market move▼ bearishMark mood check: Crude, US-Iran talks and economic data to drive Dalal Street this weekDalal Street faces a holiday-shortened week, with crude prices and US-Iran talks in focusCrude oilIranNifty and Sensex1 source
23h
● mixedPalestinian death toll in Gaza war rises above 74,000 since war beganPalestinian death toll in the Israel-Hamas war has surpassed 74,000GazaIsraelMiddle East1 source
1d
Market move● mixedNatural gas defies energy shock as strong supply keeps prices in checkNatural gas prices remain around $2.50-$3.50/MMBtu despite crude volatilityNatural gasCrude oilOil and gas companies1 source
1d
● mixedRussia backs India's bid for a permanent UN Security Council seatRussia supported India's bid while opposing additional seats for Western nationsRussiaJapan4 sources
1d
Market move▼ bearishEurope braces for LNG tug of war with AsiaEU gas stores are at record lows, raising competition with Asia for LNG cargoesNatural gasEuropean UnionIran1 source
1d
● mixedRussia defies German calls to ease off its 'dangerous' escalation toward itRussia’s top diplomat rejected German calls to ease its escalation toward GermanyRussiaRussia–Ukraine warUkraine1 source
1d
▲ bullishRussian crude supplies enabled India to cushion against oil supply shocks caused by West Asian war: Deputy FMRussia increased oil supplies to India amid West Asian conflict disruptionsRussian oilRussiaCrude oil1 source
1d
● mixedIsraeli peers have a word on upcoming pollsIsrael’s upcoming elections are being closely followed by regional neighboursIsraelMiddle East1 source
1d
● mixedUS claims successes in isolating IranTreasury Secretary Scott Bessent said he sent envoys worldwide to pressure countries to economically isolate IranIranScott Bessent1 source
1d
● mixedRussian crude cushioned India from oil shock, says Andrey RudenkoRussian oil supplies helped cushion India from an oil shockRussian oilRussiaCrude oil1 source
1d
▼ bearish‘Because they’re dying’, ‘They have no money now’: Trump reveals why Iran wants Strait of Hormuz reopenedTehran seeks sanctions relief, an end to the blockade and a ceasefire before fully reopening the Strait of HormuzStrait of HormuzIranShipping routes1 source
1d
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