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The Iran conflict raises risks to developed markets’ growth and fiscal outlooks – Fitch

bne IntelliNews March 18, 2026

A prolonged conflict in the Middle East risks triggering a new wave of economic strain across developed markets, with higher energy prices feeding into inflation, weaker growth and deteriorating public finances, according to Fitch Ratings.

Iran debuts a new state-of-the-art hypersonic missile

Patricia Marins in Rio de Janeiro March 18, 2026

Iran has introduced a new state-of-the-art missile that can out manoeuvre Western defences and is superior to anything the US has.

Trump floats Nato exit, says he does not need Congress approval

Ben Aris in Berlin March 18, 2026

US President Donald Trump said he is considering withdrawing the United States from Nato, signalling a potential rupture in the transatlantic alliance and raising fresh uncertainty over Washington’s security commitments to Europe.

Iran holds mass funeral for Larijani, Basij commander and Dena crew in central Tehran

bne IntelliNews March 18, 2026

Tehran holds a mass funeral for security chief Ali Larijani, Basij commander Soleimani and 84 crew of destroyer Dena in one of the largest public gatherings since the war began on February 28.

Gulf disruption puts global fertilizer supply at risk – STATISTA

Tristan Gaudiaut for Statista March 18, 2026

Since 28 February, 2026, commercial shipping through the Strait of Hormuz has been severely disrupted amid the escalation of the conflict involving Iran, Israel and the United States, Statista reports.

Trump says US does not need NATO with Iran

bne IntelliNews March 18, 2026

Trump says the US does not need NATO or allied help with the Iran war after most allies declined to join the military operation, reversing his call just a day earlier for nations to send warships.

What has Iran hit so far?

Ben Aris in Berlin March 17, 2026

A quick overview of what we know Iran has actually hit in this war — and the strategy that appears to be emerging.

Straits of Hormuz partially open under the new friendly country permit system

Ben Aris in Berlin March 17, 2026

Iran has reportedly mined the deeper waters in the southern stretch of the Straits of Hormuz to force traffic to sail close to the northern shore, as traffic partially resumes under an informal permit system.

The US military running into trouble in Iran as it does not have the "Command of the Reload"

Ben Aris in Berlin March 17, 2026

The war in Iran is quickly showing it’s not about firing more sophisticated weapons at your enemy. It’s about the “Command of the Reload:” being able to reload with the same weapons.

BEIRUTER: India–Israel ties highlight a shifting Middle East order,

Peter Chouayfati in Beirut March 17, 2026

When Narendra Modi addressed the Knesset on February 26, 2026, the visit symbolized more than a diplomatic gesture between India and Israel. It revealed the contours of a shifting geopolitical landscape in the region.

COMMENT: War in Iran sends shockwaves across Armenia and Azerbaijan

bne IntelliNews March 17, 2026

Armenia and Azerbaijan facing growing economic, political and security risks, according to a report published by Carnegie Endowment for International Peace.

GCC and UK condemn Iranian attacks on Gulf states

bne IntelliNews March 17, 2026

GCC and UK foreign ministers condemn Iranian strikes on Gulf states and Jordan, welcome UN Resolution 2817 backed by 136 countries, and call on Tehran to halt all attacks unconditionally.

Oil prices ease to $103 as Iraq seeks Iran's permission for tankers to pass through Hormuz

bne IntelliNews March 17, 2026

Oil eases to $103 a barrel as Iraq says it is in talks with Iran to allow some tankers through the Strait of Hormuz.

Israel says strike targeted Iran's Larijani and his son in Tehran safe house

bne IntelliNews March 17, 2026

Israel says an overnight airstrike targeted Iran's security chief Ali Larijani and his son in a Tehran safe house, in what would be the most significant assassination since the killing of Ayatollah Khamenei.

Helium shortage threatens semiconductor industry

Ben Aris in Berlin March 17, 2026

Qatar’s gas disruption is tightening the supply of helium, a natural gas byproduct that is crucial for semiconductor manufacturing and medical imaging, rapidly pushing up prices.

Iran holds public funeral for 84 crew killed in destroyer Dena sinking

bnm Gulf bureau March 17, 2026

Tehran holds a citywide farewell for 84 sailors killed aboard destroyer Dena as Israel claims it killed Iran's security chief Ali Larijani and the Basij commander in overnight strikes on the capital.

Overnight strikes hit Tehran and Kermanshah as Iranian missiles and drones target Dubai

bnm Gulf bureau March 17, 2026

US and Israeli forces launched a fresh wave of strikes across Tehran, the Alborz province and Kermanshah in the early hours of March 17 allegedly killing key military figures.

Which straits will close next?

Ben Aris in Berlin March 17, 2026

The International Energy markets are in chaos following the closure of Hormuz, however reports have emerged that houthi rebels in Yemen are demanding bribes from tankers passing through the Bab el-Mandeb Strait at the bottom of the Red Sea.

COMMENT: Escalating Middle East conflict raises risks of renewed European energy shock

bne IntelliNews March 17, 2026

After US President Donald Trump failed to deliver on his promise of a quick end to the conflict in Iran, the chances of a renewed European energy shock are rising quickly, says Oxford Economics.

COMMENT: Iran war brings Ukraine’s peace talks to a halt

Ben Aris in Berlin March 17, 2026

The trump administration and Donald Trump personally have completely lost the ability to mediate negotiations between Ukraine and Russia, says The Bell in a commentary.

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