Hormuz

サウジのラス・タヌーラが3月以来初めてタンカー積み込みを再開、ブレントは戦時高値から37%下落

タンカーが海峡に戻り、米イラン和平の定着を市場が織り込む中、原油は戦時高値からの下落を続ける

Brent peaked near $118 in March; post-ceasefire normalisation has it at $75.57 by June 24, but a 500-vessel queue and the Qatar LNG explosion keep markets unsettled

米イラン覚書締結後初の外交使節団は、湾岸諸国の本音を浮き彫りにした。ワシントンとテヘランの接近が、イランを長年封じ込めてきた地域安全保障の枠組みを脅かすという懸念だ

Burgenstock talks June 22 conclude with a 60-day road map, Hormuz deconfliction cell and IAEA-inspectors-back agreement; Trump threatens US tolls if no final deal by August 22

オマーンとIMOが無料通航ルートを開設した翌日、イラン革命防衛隊がこれを『容認できない』として16チャンネルでの強制調整を要求

With Hormuz restricted and the Red Sea still avoided, carriers reroute via the Cape, lifting spot rates 29-129% on key lanes

A 21 June fire at Ras Laffan's Barzan treatment plant left 13 dead, 66 hurt, 18 missing; weekly throughput fell to a fifth of normal

General License X resumes Iranian crude exports with banking, insurance and shipping cover after the Hormuz reopening

With a US–Iran framework deal, Berlin readies the Bundeswehr, under three conditions

Emboldened by its wartime shipping blockade, Tehran signals it could charge tech firms tolls, or disrupt traffic, on cables that feed the Gulf's AI boom

Kyiv signs 10-year air-defence and drone partnerships with Saudi Arabia, the UAE and Qatar and plans 10 European export offices