Our Scans · Iran · Weekly Summary

• [New] The Iranian regime has continued to signal that it will not accept the United States' latest nuclear demands. Critical Threats
• [New] Trump's pressure on Israel increases the political risk of any strike in Beirut, thus limiting Israel's ability to degrade Hezbollah and threaten a key pillar of Iranian deterrence. Critical Threats
• [New] A prolonged US-Iran conflict will increase freight costs and delay pharmaceutical imports into Nigeria. Fitch Solutions
• [New] Escalating tensions in the Middle East, ongoing concerns around Strait of Hormuz disruption, and growing fractures within OPEC + have heightened uncertainty across global energy markets. PwC
• [New] In 2026, Iran is expected to have the largest resettlement needs. UNHCR
• [New] As ongoing global political conflicts, particularly between the US, Israel, and Iran, continue to disrupt global oil markets, driving prices higher and threatening Asia's energy security, Asia's heavy reliance on imported fossil fuels is acutely exposed to economic risks. Fossil Fuel Treaty
• [New] The Middle East conflict remains an active wildcard: if it escalates further, commodity price shocks could delay the inflation outlook materially. Integrated Finance Group
• [New] The US has told Iran there will be no more attacks by Israel if Tehran halts its missile strikes, and that Israel has agreed to halt attacks for now. Counter Extremism Project
• [New] Middle East expert Hans-Jakob Schindler does not see an open war, but warns of further escalation and a permanently weakened, yet dangerous, Iran. Counter Extremism Project
• [New] Crude oil prices and global bond yields tumbled on Monday, sparking risk-on sentiment and boosting equity markets after the US and Iran agreed to end their war and reopen the Strait of Hormuz. Barchart.com
• [New] Just this morning, Iran said that it was halting its attacks on Israel, saying, if the aggressions and acts of mischief continue - including in southern Lebanon - much more severe and crushing actions than before will follow. Democracy Now!
• [New] Most recently, the Iran crisis injected another layer of uncertainty that could reverberate prima facie through the global economy via higher risk premia and energy markets. Office of the New York City Comptroller Mark Levine
• [New] Active hostilities with Iran raise the risk of disruptions in energy markets. Office of the New York City Comptroller Mark Levine
• [New] The biggest driver remains uncertainty over how quickly exports through Hormuz can recover and whether the tentative peace framework between the U.S. and Iran will hold. IC Your Trading Edge | Official Blog | Blog
• [New] A maritime warning zone has been established in the Persian Gulf following Iranian threats to close the Strait of Hormuz, with major carriers suspending transits and rerouting vessels as security risks escalate in the critical oil chokepoint. Shipping Intelligence Hub
• [New] The official announcement by Iran via the state-affiliated Tasnim News Agency that it will halt all mediated message exchanges with the United States and move to fully close the Strait of Hormuz appears to introduce another shock to global supply chains. PRS Group
• [New] Iranian citizens already in Italy who cannot return safely or renew their permits, given the current social, political, and security crisis in Iran and the serious risks of persecution and harm, have the possibility to apply for asylum or international protection in Italy. Cyrus D Mehta & Partners PLLC
• [New] The final agreement will focus exclusively on the fate of enriched nuclear material, uranium enrichment, sanctions relief, and a program for rebuilding the Iranian economy. Tel Aviv Diary
• [New] If a deal is signed, the UK and France would build a coalition to remove Iranian mines that the US says endanger shipping in the Strait of Hormuz. financialpost
• [New] Trump wants Iran to end its restrictions on shipping through the strait of Hormuz and guarantee that it will not develop a nuclear weapon - something Tehran has long denied pursuing. The Guardian
• [New] Iran has demanded that the US ensures Israel halts its bombing, invasion and occupation of southern Lebanon as part of an agreement, but it remains far from clear if Hezbollah and Israel will stop fighting each other. investing.com
• [New] Iran-backed Houthi rebels in Yemen claimed an attack on Israel and threatened to target Israeli-linked shipping in the Red Sea. The American Legion

Last updated: 19 June 2026