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Eamonn Sheridan

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Commodities
iran hormuz passage Financial Times 25 March 2026
Commodities

ICYMI: Iran allows conditional Hormuz transit as thousands of ships remain stalled

  • Iran said “non-hostile vessels” can transit the Strait of Hormuz with coordination, signalling controlled access as around 3,200 ships remain stalled, heightening disruption risks for global oil flows.
Eamonn Sheridan
24/03/2026 | 22:12 GMT
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Eamonn Sheridan
24/03/2026 | 22:12 GMT
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News
Economic data
News

Economic & event calendar in Asia Wednesday, March 25, 2026. BoJ and Australian inflation

  • Bank of Japan January meeting minutes along with February CPI data from Australia headline the data agenda.
Eamonn Sheridan
24/03/2026 | 22:08 GMT
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Eamonn Sheridan
24/03/2026 | 22:08 GMT
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Commodities
Kharg
Commodities

Iran warns of mining the entire Persian Gulf if US launches ground invasion

  • Bullish for oil/geopolitical risk as it implies a worst-case disruption scenario extending beyond Hormuz to the entire Gulf, though conditional on US ground escalation.
Eamonn Sheridan
24/03/2026 | 21:36 GMT
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Eamonn Sheridan
24/03/2026 | 21:36 GMT
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Commodities
oil iran ceasefire update 4444
Commodities

US to deploy 3,000 82nd Airborne troops to Gulf amid Iran war

  • Bullish for oil/geopolitical risk as it signals rising US military involvement and escalation potential, even without a confirmed ground operation.
Eamonn Sheridan
24/03/2026 | 21:25 GMT
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Eamonn Sheridan
24/03/2026 | 21:25 GMT
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Commodities
iran russi israel caspian sea map strike 25 March 2026
Commodities

Israel expands conflict footprint with strike on key Russia–Iran Caspian supply route.

  • Bullish for oil/geopolitical risk as it signals widening conflict scope and potential disruption to broader supply and trade networks, even if immediate physical impact remains limited.
Eamonn Sheridan
24/03/2026 | 21:17 GMT
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Eamonn Sheridan
24/03/2026 | 21:17 GMT
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