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Eamonn Sheridan

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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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Commodities
oil update 3 ceasefire 25 March 2026
Commodities

Oil steady as US-Iran ceasefire talks face Israel uncertainty and broader Iran demands

  • Oil: ceasefire hopes reduce near-term risk, but uncertainty over alignment and scope of the deal keeps a geopolitical premium in place.
Eamonn Sheridan
24/03/2026 | 21:06 GMT
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Eamonn Sheridan
24/03/2026 | 21:06 GMT
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Commodities
oil ceasefire complex 25 March 2026 price response
Commodities

US-Iran ceasefire proposal is complex, 15 points need to be agreed. Hormuz would open.

  • Reports suggest the US is pushing for a one-month ceasefire with Iran under a Witkoff-Kushner framework, during which a sweeping 15-point deal covering nuclear dismantlement, sanctions relief and regional security would be negotiated.
Eamonn Sheridan
24/03/2026 | 20:45 GMT
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Eamonn Sheridan
24/03/2026 | 20:45 GMT
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