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Everything Pomegra has published on BNO: 30 news articles and 0 market briefs, newest first.

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Libya Drone Attacks Drive Crude Oil Price to $89.21
Markets
MAJOR
Sep 156 min read

Libya Drone Attacks Drive Crude Oil Price to $89.21

Brent crude surged 3.34% to $89.21 in a single session after Libya's National Oil Corporation threatened force majeure at the Zawiya complex, adding a key OPEC producer to a widening…

OPEC+ Ends 2023 Cuts, Eyes Q4 Production Pause
Markets
MAJOR
Sep 87 min read

OPEC+ Ends 2023 Cuts, Eyes Q4 Production Pause

OPEC+ finalizes 188,000 bbl/day September hike to close its 3.5M-bbl/day 2023 cut cycle, signals Q4 freeze as Iranian tanker losses sharpen a direct supply-demand standoff.

Iran Shifts Offensive as Hormuz Ceasefire Lapses
Markets
SEISMIC
Aug 226 min read

Iran Shifts Offensive as Hormuz Ceasefire Lapses

Iran adopted an offensive military posture after the 60-day Hormuz ceasefire lapsed August 17, pushing Brent crude above $90 as Strait of Hormuz supply risk resurfaced.

Iran: Hormuz Strait Stays Closed Until Demands Met
Geopolitics
SEISMIC
Aug 147 min read

Iran: Hormuz Strait Stays Closed Until Demands Met

Iran's Supreme National Security Council insists the Strait of Hormuz will not reopen for commercial shipping until Washington lifts its naval blockade, withdraws military forces, and pays war…

OPEC Cuts 2026 Oil Demand Forecast a Fourth Time
Economy
MAJOR
Aug 137 min read

OPEC Cuts 2026 Oil Demand Forecast a Fourth Time

OPEC's latest monthly report slashes its 2026 global demand growth outlook to 580,000 bpd — the fourth consecutive downgrade — as the IEA warns that high prices and Middle East conflict are…

Oil Slides on Demand Fears; Gold Eases as Dollar Firms
Markets
NOTABLE
Aug 136 min read

Oil Slides on Demand Fears; Gold Eases as Dollar Firms

Crude oil fell sharply on Wednesday, August 13, with West Texas Intermediate losing $1.30 to settle near $81.97 per barrel and Brent crude declining $1.29 to $87.69, as a combination of swelling U.S.

Oil Climbs as Hormuz Talks Stall and Bab al-Mandab Strait Turns Deadly
Geopolitics
MAJOR
Aug 127 min read

Oil Climbs as Hormuz Talks Stall and Bab al-Mandab Strait Turns Deadly

Brent crude rose about 1.2% Tuesday after a deadly Houthi double-tap strike on an oil tanker in the Bab al-Mandab Strait compounded investor anxiety over stalled U.S.-Iran Strait of Hormuz…

Brent Crude Nears $100 as Hormuz Standoff Deepens
Geopolitics
MAJOR
Aug 117 min read

Brent Crude Nears $100 as Hormuz Standoff Deepens

Brent crude tracks toward $100 as the U.S.-Iran Strait of Hormuz deal collapses, leaving crude tanker flows near zero and 11 mb/d of Gulf output offline.

Iran IRGC Holds Hormuz Blockade, Demands $300B Fund
Geopolitics
SEISMIC
Aug 107 min read

Iran IRGC Holds Hormuz Blockade, Demands $300B Fund

Iran's Revolutionary Guards have declared they will keep the Strait of Hormuz sealed until Washington meets Tehran's full terms, sending LNG prices 51% higher and stranding roughly 20 million…

Houthi Strike on Jizan Refinery Sends Brent Past $85
Geopolitics
MAJOR
Aug 106 min read

Houthi Strike on Jizan Refinery Sends Brent Past $85

Houthi drones struck Saudi Aramco's 400,000 bpd Jizan refinery Sunday, driving crude up roughly 3% as a geopolitical supply premium returned to global energy markets.

Iran: Oman Hormuz Deal Near, No Direct US Talks
Geopolitics
SEISMIC
Aug 107 min read

Iran: Oman Hormuz Deal Near, No Direct US Talks

Tehran says a Hormuz transit framework with Muscat is nearly complete but flatly contradicts Washington's assertion that Iran is engaged in any direct US-mediated negotiations.

Hormuz Deal Stalls; S&P Record Masks Oil Asymmetry
Geopolitics
MAJOR
Aug 97 min read

Hormuz Deal Stalls; S&P Record Masks Oil Asymmetry

Iran's conditions for Hormuz reopening push a deal further away, leaving the S&P's record close and Brent's 7% weekly drop exposed to unpriced escalation risk.

Hormuz Fee Window Expires Aug. 16 With Gap Unresolved
Geopolitics
SEISMIC
Aug 97 min read

Hormuz Fee Window Expires Aug. 16 With Gap Unresolved

With Iran's 60-day fee-free transit period ending August 16, Oman-mediated talks remain deadlocked over a 5–7% cargo levy versus a 3% counterproposal, leaving global energy markets on edge.

Vance: Tehran Denies Strait of Hormuz Tolling Plans
Geopolitics
SEISMIC
Aug 96 min read

Vance: Tehran Denies Strait of Hormuz Tolling Plans

Vance discloses Iran privately denied plans to toll the Strait of Hormuz, even as Tehran's security chief issued sweeping conditions for reopening the waterway.

Iran's Zolghadr Sets Six Conditions to Reopen Hormuz
Geopolitics
SEISMIC
Aug 98 min read

Iran's Zolghadr Sets Six Conditions to Reopen Hormuz

Iran's security chief Mohammad Bagher Zolghadr on Saturday issued six sweeping demands — spanning Lebanon, Palestine, Yemen and Iraq — and declared the Strait of Hormuz will remain closed until…

ADNOC Tanker Hit by Iranian Missile in Hormuz
Geopolitics
MAJOR
Aug 97 min read

ADNOC Tanker Hit by Iranian Missile in Hormuz

UAE condemns IRGC missile strike on an ADNOC tanker in Hormuz as piracy — the 16th shipping attack since conflict began, with energy risk still largely unpriced.

Iran Hormuz Bill Sends Crude Swinging in Violent Week
Geopolitics
MAJOR
Aug 87 min read

Iran Hormuz Bill Sends Crude Swinging in Violent Week

Brent crude surged nearly 4% on Thursday when Iran's parliament floated a bill to ban U.S. and Israeli ships from the Strait of Hormuz, only to retreat as the week's 7% net decline reasserted itself.

Hormuz Transit Fees Split Iran, Oman, Washington
Geopolitics
SEISMIC
Aug 87 min read

Hormuz Transit Fees Split Iran, Oman, Washington

Iran demands 5–7% cargo-value transit fees through the Strait of Hormuz; Oman proposes 3%; Washington rejects mandatory tolls, leaving the chokepoint deal stalled.

Crude Oil Posts 9% Weekly Loss as Demand Destruction Deepens
Markets
MAJOR
Aug 87 min read

Crude Oil Posts 9% Weekly Loss as Demand Destruction Deepens

Brent and WTI crude each shed roughly 9% across the trading week ending August 8, the steepest weekly decline of 2026, as structural demand erosion and surging OPEC+ supply overwhelm the market.

Brent Crude Snaps Two-Day Drop on Trump Iran Deal Optimism
Geopolitics
MAJOR
Aug 54 min read

Brent Crude Snaps Two-Day Drop on Trump Iran Deal Optimism

Brent crude rose more than 1 percent and WTI stabilized near $76 after President Trump said a nuclear and Hormuz deal with Iran could materialize "tomorrow or the next day," halting a steep…

Scott Bessent: Hormuz Deal Near as Oil Drops 5%
Geopolitics
SEISMIC
Aug 56 min read

Scott Bessent: Hormuz Deal Near as Oil Drops 5%

Treasury Secretary Scott Bessent signaled a US-Iran deal to reopen the Strait of Hormuz within days, sending Brent crude down 5.3% to below $80 per barrel for the first time in three weeks.

Dow Jones Record 53,178 as Oil Slumps on Iran Talks
Markets
MAJOR
Aug 46 min read

Dow Jones Record 53,178 as Oil Slumps on Iran Talks

The Dow Jones board surged to an all-time high of 53,178.41 Monday as WTI crude plunged 9% and President Trump scrapped a planned Iran strike, igniting a broad wall street bull rally.

Trump Claims Hormuz Deal, Denuclearization Next — Tehran Disputes It
Geopolitics
SEISMIC
Aug 46 min read

Trump Claims Hormuz Deal, Denuclearization Next — Tehran Disputes It

Trump declared a two-phase agreement with Iran covering the Strait of Hormuz and future denuclearization, but Iranian officials acknowledged only indirect Oman-mediated talks at the negotiation table.

OPEC Halts Output Hikes After Six-Month Surge
Markets
MAJOR
Aug 26 min read

OPEC Halts Output Hikes After Six-Month Surge

Seven OPEC+ core producers approved a sixth consecutive 188,000 bpd production increase for September 2026 before signaling a freeze through year-end, completing the largest sustained quota…

OPEC+ Vienna: 188,000-bpd September Hike, Q4 Output Freeze
Geopolitics
MAJOR
Aug 26 min read

OPEC+ Vienna: 188,000-bpd September Hike, Q4 Output Freeze

OPEC+'s seven core producers approved a 188,000 bpd September hike at Vienna, completing 2023's voluntary cut rollback before freezing output through Q4 2026.

Iran's Revolutionary Guard Strikes Two Tankers at Hormuz
Geopolitics
Aug 17 min read

Iran's Revolutionary Guard Strikes Two Tankers at Hormuz

Iran's Revolutionary Guard struck two oil tankers crossing the Strait of Hormuz under U.S. air escort on July 31, forcing four additional vessels to reverse course and threatening to collapse a…

US Targets Dozens of Iran Sites, Oil Eases Early
Geopolitics
Jul 307 min read

US Targets Dozens of Iran Sites, Oil Eases Early

A two-hour overnight fighter jet strike campaign hit 12-plus IRGC sites; Brent crude slipped in early Asian trade despite Iran's vow to punish the aggressor today.

Iran–Oman Hormuz Shipping Talks Advance
Geopolitics
Jul 298 min read

Iran–Oman Hormuz Shipping Talks Advance

Iran and Oman are negotiating a three-lane maritime framework to restore Hormuz tanker traffic, with daily transits collapsed to just 10 against a pre-crisis baseline of 88 per day as of late July…

Trump: 'Good Chance' of Iran Deal, Strikes Ready to Resume
Geopolitics
Jul 287 min read

Trump: 'Good Chance' of Iran Deal, Strikes Ready to Resume

President Donald Trump said Monday there is a "good chance" of progress in U.S.-Iran negotiations following a pause in American military strikes, even as Tehran denied being in active talks and…

Brent Crude Dives 7.4% as US Pauses Iran Strikes
Geopolitics
Jul 275 min read

Brent Crude Dives 7.4% as US Pauses Iran Strikes

Brent crude oil sank as much as 7.4% Monday, pulling below $90 a barrel after the United States and Iran simultaneously halted strikes, reviving hopes for a diplomatic resolution to a conflict…