Monday, 28 September 2026Updated 19m ago
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Geopolitics

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

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Today84 stories · 124 articles282 stories since 23 Sept
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Developing6 storylinesBiggest: US-Iran standoff over reopening the Strait of Hormuz · 42 updates

Geopolitics in three lines

Written 4h 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
Iran129Crude oil83Donald Trump66Middle East58Russia45US–China40Russia–Ukraine war37Strait of Hormuz32Ukraine28Taiwan26

Stories

282 in all · newest first
Market move▼ bearishEuropean Gas Prices Rise on Prospects of Prolonged LNG DisruptionsEuropean gas prices rose amid concerns over prolonged disruptions to LNG flowsNatural gasIranPetronet LNG1 source
49m
● 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
1h
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
2h
Market move▼ bearishTreasury Yields Rise Amid U.S.-Iran Diplomatic StalemateTreasury yields rose in Asian trade on MondayIranMiddle EastCrude oil1 source
2h
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
3h
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
3h
● 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
3h
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
3h
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
4h
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
4h
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
5h
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
6h
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
1h
▼ 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
6h
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
7h
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
2h
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
7h
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
7h
▼ 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
7h
▼ 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
7h
● 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
7h
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
7h
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
6h
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
1h
Market move▼ bearishOil Rises on Geopolitical Risks, Stockpile DeclineOil gained amid geopolitical risks and a decline in stockpilesCrude oilIranRussian oil1 source
8h
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
8h
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
9h
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
11h
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
10h
● 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
4h
● mixedThe art of 'diplotainment'The Trump-Xi summit yielded few substantive gainsDonald TrumpXi JinpingUS–China1 source
15h
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
15h
● 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 KingdomIran2 sources
40m
● 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
17h
● 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
17h
● 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
18h
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
18h
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
19h
● 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
19h
● 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
20h
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
22h
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
1d
● 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
2d
● mixedJaishankar accuses Pakistan of terrorism and says India will defend itselfJaishankar called Pakistan a “serial practitioner of terrorism” at the UNPakistanIndia–Pakistan2 sources
2d
● mixedBenjamin Netanyahu Says Oct 7 Attack By Hamas Was Like 16 Times '9/11' For IsraelNetanyahu compared the October 7 Hamas attack to 16 times 9/11Benjamin NetanyahuIsraelGaza1 source
2d
● mixedRussia may intensify hybrid warfare against NATO in coming months, Denmark warns; Putin rejects claimsDenmark expects Russia to intensify hybrid activity against NATO in coming monthsRussiaRussia–Ukraine war1 source
2d
● mixedDonald Trump Again Says Iran 'Can Not Have A Nuclear Weapon'Trump reiterated that Iran cannot have a nuclear weapon in a Truth Social postDonald TrumpIran1 source
2d
▼ bearishIran Warns US Bases In Middle East Will Be Targeted If Washington 'Makes A Mistake'Iran warned it would target US bases in the Middle East if Washington attacksIranStrait of HormuzMiddle East1 source
2d
● mixedChina, US Reach Agreements On Iran, Trade, Military Crisis Prevention: ReportChina and the US reached consensus on trade, Iran, AI and military cooperation after Xi Jinping and Donald Trump talksUS–ChinaTrade and tariffsTrade deals1 source
2d
Market move▼ bearishSame playbook, different numbers: Why FPI selling may not be the story it looks likeIndian equities extended their losing streak amid elevated crude, US Treasury yields and geopolitical risksFII flowsCrude oilUS Treasuries1 source
2d
● mixedHouthis attack Saudi Arabia again as Trump rejects ceasefire offerSaudi air defences intercepted two Houthi drones targeting RiyadhHouthisSaudi ArabiaIran1 source
2d
● mixedRussia-Ukraine war: Moscow's decree forces pvt businesses to opt for air-defense systems to defend against drone attacksDrone strikes are prompting Russian businesses to lease or build air-defence systems and hire guardsRussia–Ukraine warRussiaUkraine1 source
2d
▼ bearishIndia-Pakistan Water Row Escalates: Shehbaz Sharif Issues 'Act Of War' Warning At UNShehbaz Sharif warned at the UN against using water as a tool of coercionIndia–PakistanPakistanShehbaz Sharif1 source
2d
▼ bearishIran Says No Nuclear Concessions Even If US Accepts Strait Of Hormuz ProposalIran says it will make no nuclear concessions even if the US accepts its Strait of Hormuz proposalIranStrait of HormuzMiddle East1 source
2d
Policy▼ bearishHow Trump’s diesel ban threat is making US exports more profitableEurope faces diesel shortages after Iran-war supply losses and attacks on Russian oil refineriesDieselDonald TrumpIran1 source
2d
● mixedIndia rips into Pakistan's 'falsehoods', warns of consequences for terrorIndia warned Pakistan at the UN of consequences for continued terrorismIndia–PakistanPakistan1 source
2d
Market move▲ bullishCrude oil price dips as traders weigh US-Iran Hormuz talks, supply risksWest Texas Intermediate futures traded below $94 a barrelCrude oilStrait of HormuzIran1 source
2d
▼ bearishPak PM raises J&K issue at UNGA, credits Trump for 'intervention' in 2025Pakistan's Prime Minister Shehbaz Sharif on Friday used the UN General Assembly podium to credit US President Donald Trump for his "timely intervention" in the 2025 conflict with IPakistanShehbaz SharifIndia–Pakistan1 source
2d
▼ bearishTrump rejects Iran proposal to reopen Hormuz as regional tensions persistTrump said he rejected Iran’s proposal to reopen the Strait of HormuzStrait of HormuzIranDonald Trump6 sources
1d
▼ bearishTrump rejects Iran’s seven-day ceasefire proposal; renewed bombing reportedly possibleTrump rejected Iran’s conditional seven-day ceasefire proposalIranDonald TrumpUS midterms6 sources
1d
Market move▲ bullishOil Declines as Traders Weigh US, Iran Hormuz Talk ProgressOil fell on tentative signs of progress in US-Iran talks to reopen the Strait of HormuzCrude oilStrait of HormuzIran1 source
3d
● mixedTrump warns Xi against support for Iran — China gives conflicting assurancesUS says Beijing committed not to support Iran; an Iranian official says China intends to maintain its…Donald TrumpXi JinpingIran1 source
3d
● mixedTrump, Xi wrap state visit centered on spectacle over substance. Here are the top takeawaysTrump and Xi spent two days in Washington focused on ceremony, with few deliverablesDonald TrumpXi JinpingUS–China1 source
3d
● mixedIndia, Turkey, Egypt part of talks to unblock Black Sea shipping: ZelenskyyIndia, Turkey and Egypt are among countries discussing ways to unblock Black Sea shippingUkraineShipping routesShipping and logistics1 source
3d
Market move▲ bullishSaudi Arabia crude oil exports hit highest level since Iran war began despite pipeline outageSaudi crude exports hit their highest level since the Iran war began despite a pipeline outageSaudi ArabiaCrude oilIran1 source
3d
Data● mixedRBI says resilient domestic economy cushions India against rising global risksThe RBI cited record forex reserves and a five-year high in net FDIRBIEconomic growthForex reserves4 sources
2d
Market move▲ bullishOil prices fall after Iran asks U.S. to return to failed memorandum of understanding from JuneIran asked the U.S. to meet conditions in the June 17 memorandum of understandingIranCrude oilStrait of Hormuz1 source
3d
Policy● mixedUS’ Graham Act, trade restrictions are sustained coercion; US, China, EU weaponise trade: CEACEA called the US Graham Act and trade restrictions sustained coercionUS–ChinaTrade and tariffsChina1 source
3d
▼ bearishFrance to send troops to secure Saudi oil plant as Houthi attacks mountFrance will send troops to secure a Saudi oil plant as Houthi attacks mountSaudi ArabiaHouthisCrude oil1 source
3d
● mixedTrump told Xi that China’s assistance to Iran was unacceptable, US ambassador saysTrump told Xi that China helping Iran was unacceptableDonald TrumpXi JinpingChina2 sources
3d
● mixedIndia to hold firm on Russian oil as US-China truce extension puts it in the spotlightIndia plans to hold firm on Russian oil during the US-China truce extensionRussian oilRussiaUS–China1 source
3d
Market move▼ bearishReplacing 1 million bpd of Russian oil could cost India up to $3.7 billion annuallyReplacing 1 million bpd of Russian oil could add up to $3.7 billion to India’s annual billRussian oilCrude oilUS tariffs2 sources
2d
● mixedTwo Iran-linked oil tankers seized by US forces are heading toward AmericaTwo Iran-linked oil supertankers seized by US naval forces are weeks away from reaching the USCrude oilIranShipping and logistics2 sources
3d
Policy● mixedIndia reserves third-party rights in Russia-EU WTO dispute over CBAMThe WTO dispute was filed by Russia against the European Union over its Carbon Border Adjustment MechanismTrade and tariffsEuropean UnionRussia5 sources
3d
▼ bearishKhamenei Adviser Issues Ultimatum: If Iran Cannot Have Flights, No One In The Region CanAn Iranian adviser warned Iran would not accept denied airline flights or airport access while regional peers continued flyingIranAviationAirlines1 source
3d
● mixedUS proposes trilateral technical meeting with Russia and Ukraine in UAEZelenskyy said the US proposed a technical-level, three-way meetingRussia–Ukraine warUkraineRussia3 sources
3d
Policy▼ bearishIndia left more exposed to Trump's 100% oil threat as China gets tariff breatherIndia faces greater exposure to US tariff pressure over Russian oil as the US-China trade truce extends until January 10Russian oilUS tariffsChina1 source
3d
Market move▼ bearishOil Woes To Worsen? Indian Crude Basket Tops $123/Barrel Amid West Asia TensionsIndian crude basket tops $123 per barrel amid West Asia tensionsCrude oilMiddle EastIran1 source
3d
▲ bullishIran proposes seven-day plan to reopen Strait of HormuzAraghchi said the US must complete required steps within four to five daysStrait of HormuzIranShipping routes2 sources
2d
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