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The UK Maritime Trade Operations Office: The fire has been extinguished, the ship remains docked in port, and the crew is safe and has been evacuated.
2026-03-02
The UK Maritime Trade Operations Office: The fire has been extinguished, the ship remains docked in port, and the crew is safe and has been evacuated.
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2026-03-02
Israel Defense Forces: The Israel Defense Forces destroyed an Iranian command post in which Iranian regime personnel were present.
Israel Defense Forces: The Israel Defense Forces destroyed an Iranian command post in which Iranian regime personnel were present.
2026-03-02
Internationally: 1. Goldman Sachs: If traffic in the Strait of Hormuz is disrupted for six weeks, crude oil prices face an "$18 risk premium." 2. Citigroup: Brent crude will remain in the $80-$90 range for at least the next week. 3. BMI: Soaring o
Internationally: 1. Goldman Sachs: If traffic in the Strait of Hormuz is disrupted for six weeks, crude oil prices face an "$18 risk premium." 2. Citigroup: Brent crude will remain in the $80-$90 range for at least the next week. 3. BMI: Soaring oil prices could increase inflation by 1%-2.5% in several major economies. 4. KCM Trade: Gold will once again become the preferred safe-haven asset. 5. Hong Leong Investment Bank: The current Middle East conflict may be short-lived. 6. Monex Group: Rising oil prices will threaten Japanese Prime Minister Sanae Takaichi's policy agenda and complicate the Bank of Japan's policy path. 7. ANZ: Increased geopolitical risks put gold in a "tailwind." 8. Capital Economics: Even if the conflict is brought under control, Brent crude prices could rise to around $80 per barrel. 9. Barclays: Brent crude could rise to $80 amid US-Iran tensions. 10. OCBC Bank: Geopolitical conflicts rarely have long-term effects; the Trump administration hopes to end the conflict before the midterm elections. 11. Saxo Bank: Crude oil and freight costs are likely to remain high. 12. Maybank: If the Middle East conflict continues, oil prices may break through $100. 13. Mizuho Securities: The Middle East conflict triggers immediate liquidity demand, strengthening the US dollar. Domestic: 1. BOC International: If the US can provide guarantees for ships passing through the Strait of Hormuz, the surge in oil prices may be temporary. 2. CITIC Securities: The price-driven rally is expected to continue in March. 3. CITIC Securities: Escalating geopolitical conflicts in the Middle East may boost the valuation of the coal sector. 4. CITIC Securities: The outbreak of the US-Iran-Israel conflict is positive for the development potential of China's military trade. 5. Galaxy Securities: The steel supply and demand pattern is improving, and policy catalysts are becoming increasingly strong. 6. Galaxy Securities: In the medium to long term, the market is expected to operate steadily.
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