Pakistan

Iran has reached a new agreement with the International Atomic Energy Agency to formalise the resumption of inspections, following months of suspension linked to military tensions and criticism of its nuclear programme.
Ayatollah Ali Khamenei calls for modernising the oil industry and expanding export markets as Tehran faces the possible reactivation of 2015 nuclear deal sanctions.

IAEA urges Iran to resume nuclear inspections as time runs out

The International Atomic Energy Agency warns that little time remains to reach an agreement with Iran on fully resuming inspections, as European sanctions could be reimposed within 30 days.
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Facing blackouts imposed by the authorities, small businesses in Iran record mounting losses amid drought, fuel shortages and pressure on the national power grid.
A report by the International Atomic Energy Agency puts Iran’s 60% enriched uranium at 440.9 kg before Israeli and U.S. strikes, while the agency’s access to enrichment sites has remained suspended since the operations.

Putin and Pezeshkian to discuss Iranian nuclear program under European pressure

Russia and Iran seek to strengthen their nuclear cooperation as the E3 activates the sanctions mechanism against Tehran, reigniting tensions over compliance with the 2015 Vienna agreement.
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The three European powers activate the UN sanctions mechanism against Iran, increasing pressure on the country's oil exports as Tehran maintains high production despite Western measures.
Iran once again authorises the International Atomic Energy Agency to inspect its nuclear sites, following a suspension triggered by a dispute over responsibility for Israeli strikes.

The United States Sanctions Greek Shipper for Iranian Oil Trafficking

Washington increases pressure on Iran’s oil sector by sanctioning a Greek shipper and its affiliates, accused of facilitating crude exports to Asia despite existing embargoes.
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The suspension of 1,400 MW of electricity supplied by Iran to Iraq puts pressure on the Iraqi grid, while Tehran records a record 77 GW demand and must balance domestic consumption with regional obligations.
Beijing opposes the possible return of European trio sanctions against Iran, as the nuclear deal deadline approaches and diplomatic tensions rise around Tehran.

Washington strengthens ties with Pakistan over minerals and hydrocarbons

The United States plans to collaborate with Pakistan on critical minerals and hydrocarbons, exploring joint ventures and projects in strategic areas such as Balochistan.
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Baghdad and Damascus intensify discussions to reactivate the 850 km pipeline closed since 2003, offering a Mediterranean alternative amid regional tensions and export blockages.
The Emirati logistics giant posts 40% revenue growth despite depressed maritime freight rates, driven by Navig8 integration and strategic fleet expansion.

Armenia and Azerbaijan Sign TRIPP Corridor Agreement Under American Auspices

The two countries end 37 years of conflict with a 43-kilometer corridor under American control for 99 years. The infrastructure will transport 50 million tons of goods annually by 2030.
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A senior official from the UN agency begins technical discussions with Iran on Monday, the first meeting since June strikes on Iranian nuclear sites.
Baghdad denies any involvement in sophisticated smuggling system mixing Iranian and Iraqi oil. Washington sanctions networks accused of financing designated terrorist organizations.

Pakistan Refinery purchases Nigerian Bonny Light from Vitol for the first time

Pakistan Refinery Limited is preparing to import Bonny Light crude oil from Nigeria for the first time, reflecting the expansion of Asian refiners’ commercial partnerships amid rising regional costs.
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The Saudi oil giant posts solid results despite falling oil prices. The company pays $21.3 billion in dividends and advances its strategic projects.
Discussions between Tehran and Baghdad on export volumes and an $11 billion debt reveal the complexities of energy dependence under U.S. sanctions.
The collapse of Bashar al-Assad's regime has prompted reactions in oil markets, with a moderate rise in prices. The geopolitical implications for the region and their effects on energy supplies remain uncertain.
The U.S. administration urges international partners to unite against Iran-backed Houthis responsible for massive attacks on ships in the strategic Red Sea region. Military, economic, and diplomatic stakes are intensifying.

Fall of the Assad Regime: Limited Impacts on the Global Oil Market

The fall of Bashar al-Assad's regime in Syria marks a regional political shift, but its impact on the oil market remains minimal due to the country’s drastically reduced production and exports since 2011.
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Under the weight of Western sanctions, Iran is facing a severe energy crisis. Oil production continues to decline, jeopardizing exports and increasing domestic resource tensions.
The United States has imposed new sanctions on 35 Iranian ships accused of clandestinely exporting oil, aiming to curb revenues financing Tehran's nuclear program and regional activities.

Iran accelerates uranium enrichment with advanced centrifuges

Iran has brought thousands of next-generation centrifuges online, increasing uranium enrichment to 60%, defying a recent resolution by the International Atomic Energy Agency (IAEA).
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The unexpected growth in Iranian oil exports, combined with slowing Chinese demand, disrupts the global tanker market as sanctioned fleets capture a growing share of maritime trade.
The Trump administration considers sanctions against Iraq to limit Iranian influence. These measures could redefine the geopolitical and economic dynamics of the global energy market.

Goldman Sachs forecasts a Brent price drop to $76 in 2025

The American bank anticipates a decline in Brent crude oil prices to $76 per barrel in 2025, driven by an oversupply in the global oil market, despite ongoing geopolitical tensions.
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OPEC+ members meet amidst tensions over production targets, global economic uncertainties, and weak demand, particularly in China.
Iran has activated thousands of advanced centrifuges to enrich uranium up to 60%, defying a recent resolution by the International Atomic Energy Agency (IAEA) criticizing its lack of cooperation.

Iran: Intensifying Nuclear Capabilities Amid International Pressure

In response to IAEA criticism, Iran has activated new advanced centrifuges, escalating its nuclear program and heightening tensions with Western powers.
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Tehran warns that the European resolution condemning its nuclear program at the IAEA risks severely disrupting relations with the UN agency ahead of a crucial vote.
The United States and European nations have presented a resolution at the IAEA condemning Iran for failing to fully cooperate on its nuclear program. Tehran warns of repercussions following this decision.

Orano temporarily suspends uranium extraction activities in Niger

Orano temporarily suspends uranium extraction activities in Niger
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Rafael Grossi, head of the IAEA, visits Iran to inspect the Fordo and Natanz sites. This visit comes as Tehran seeks to dispel doubts about its nuclear ambitions.
IAEA Director General Rafael Grossi visits Iran to revive inspections and seek a diplomatic resolution on Iran's nuclear program amid growing international tensions.

Niger invites Russian companies to exploit its natural resources

Niger opens its doors to Russian companies for the exploration of its natural wealth, marking a strategic shift as tensions persist with French companies, particularly over uranium.
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Saudi Arabia, the world’s largest oil exporter, has inaugurated its first carbon credit exchange platform during COP29 in Baku, aiming to bolster its decarbonization efforts and diversify its economy.
In response to a fuel shortage threatening the power plants, Iran has announced electricity rationing in Tehran and several provinces. The duration of this measure remains unknown.