Policy
Trump Urges Japanese Deployment, Citing Reliance on the Strait Takaichi Mounts Defense With $73 Billion U.S.
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Beyond airstrikes, a scenario of ‘occupation’Focus shifts to Kharg Island’s strategic value
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A long Iran war would weaken US focus in Asia even without a formal strategic shift China could gain leverage in East Asia simply by letting Washington stay stuck in the Gulf A fast, limited end to the conflict would help the US contain both Iran and China at once
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China’s economic pressure on Japan has strengthened Takaichi instead of weakening her Beijing’s coercion has raised public support for a tougher Japanese security and trade stance The more China escalates, the more it helps the leader it wants to contain
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Cargo Left Unattended Raises Risk of Environmental DisasterRussia Claims “Piracy Using Maritime Drones”
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U.S. Temporarily Eases Sanctions to Address Oil PricesSupply Shortages Deepen Despite “Limited Impact” Assessment
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Iran, Hit at South Pars, Targets Qatar’s Core LNG Hub Damage Seen Spreading to Saudi Arabia and the UAE, Deepening Market Anxiety Whether the Energy Price Spike Endures Hinges on Iran’s Remaining Military Capacity Iran has struck Qatar’s largest liq
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“Ghost city”-level vacancy in residency and capital outflowsContinued war variables constrain normalization of urban functions
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Internal Fractures Deepen as Israel Lobbying Allegations SpreadRecurring Legitimacy Disputes Divide International Opinion
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China moves to restrict fertilizer exports amid Middle East-driven raw material supply shock Global fertilizer market faces severe disruption, with some warning of renewed resource weaponization Global supply chains remain at China’s mercy, with numerous critical minerals also under its sway
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Trump publicly criticizes allies turning away from the Strait of Hormuz U.S.
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Hezbollah’s Entry Expands the Scope of the ConflictMilitary Involvement Risks Deteriorating Relations with the Middle East
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“Show Commitment as Allies” Remark Signals Demand for Troop SupportQatari LNG Supply Disruption → Direct Impact on Korea and Japan
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Trump pressures allies to join military operations in the Strait of Hormuz The EU and Germany effectively refuse, while Britain reverses course and maintains an ambiguous posture Japan, constrained by its pacifist constitution, faces speculation over possible participation should a Hormuz blockade become prolonged
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Demand for postponement of summit ahead of China visit China entangled in energy, Iran ties, and U.S. negotiations Washington’s dual-track pressure strategy spanning energy and geopolitics As U.S.
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Five countries specifically cited, envisioning joint operations with U.S.
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Major Oil Producers Face Direct Impact, Qatar’s GDP Projected to Fall 14%Iran Adopts a Strategy of Endurance Despite Military Disadvantage
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Plan to allow foreign vessels to transport crude oil and petroleum productsManufacturing economies in East Asia confront rising energy supply tensions
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Expensive U.S. air defense systems deployed to counter low-cost weaponsDrone attacks cause limited physical damage but ripple through financial markets
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Iran warns of a “closure of the Strait of Hormuz” and carries out actual attacks on transiting vessels Global oil prices surge despite the IEA’s largest-ever emergency stockpile release As Iran signals resolve for a prolonged conflict, Trump claims “the United States has won”
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