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Trump’s global disapproval reaches all-time high - Gallup

Ben Aris in Berlin April 7, 2026

A record 48% of adults worldwide now disapprove of the United States’ leadership, marking the highest level since tracking began, according to Gallup.

Iran and US-Israeli coalition trade tit-for-tat missiles strikes as Trump’s Power Plant Day deadline looms

Ben Aris in Berlin April 7, 2026

The clock is running down on US President Donald Trump’s “Power Day” deadline, where he has threatened to destroy Iran’s entire power sector, that could lead to major escalation in the Gulf war.

Tehran rejects Pakistan's two-phase peace plan, offers its own 10-point plan

Ben Aris in Berlin April 6, 2026

Tehran responds to Pakistan's two-phase peace plan Tehran has responded to Pakistan's two-phase peace plan which calls for 45 day ceasefire followed by negotiations to bring about a more lasting peace in the Iran conflict in a second phase.

Pakistan proposes a two-phase ceasefire deal to Iran war

Ben Aris in Berlin April 6, 2026

Pakistan is proposing a two-phase ceasefire to the escalating war in Iran ahead of US President Donald Trump’s deadline threatening to destroy the country's power sector that would lead to a massive escalation.

US pilot shot down in Iran rescued in prelude to possible ground invasion

Ben Aris in Berlin April 5, 2026

A dramatic game of cat and mouse played out in the mountains of Iran in the last few days following the Downing of an F15E Strike Eagle by an Iranian missile as US Special Forces searched for and eventually extracted one of its airmen.

Mission Impossible: Trump’s Iran campaign faces mounting setbacks as asymmetric tactics bite

Ben Aris in Berlin April 5, 2026

Iran's elite IRGC troops and mountain villagers joined forces in a manhunt for a down US pilot after Iran shot down a F-15 jet fighter over its territory. The US flew in special forces to try and find him.

This is "the worst oil crisis in history", says Goldman Sachs

Ben Aris in Berlin April 5, 2026

US investment bank Goldman Sachs says we are facing the “worst oil crisis in history” as a result of the shutdown of Gulf state hydrocarbon exports.

Rosatom warns of nuclear risk after reported strike near Iran's Bushehr plant

Ben Aris in Berlin April 5, 2026

Rosatom says a strike breached the protection circuit of Iran’s Bushehr nuclear power plant, warning the risk of a catastrophic nuclear incident is rising sharply as Russian personnel are evacuated from the site.

IRGC has denied any link to the reported attack on US Embassy in Riyadh

Ben Aris in Berlin April 4, 2026

Iran’s Islamic Revolutionary Guard Corps has denied involvement in an ആക്രമ on the US embassy in Riyadh, describing the incident as an Israeli “false-flag operation”.

US and Israel strike Iranian petrochemical hub, raising fears of supply shocks

Ben Aris in Berlin April 4, 2026

The US and Israel struck Iran’s major petrochemical complex on April 4, damaging multiple facilities in the southern Mahshahr region and raising concerns over global supply disruptions in plastics and fertilisers.

Three tankers exit Hormuz hugging Omani coast

Ben Aris in Berlin April 4, 2026

In what appears to be the first exit from the Persian Gulf by oil tankers without permission from Iran, three large vessels linked to Oman left the Strait of Hormuz by hugging the sultanate’s coastline, Bloomberg reported on April 3.

Iran war accelerates Chinese US treasure bill sell off

Ben Aris in Berlin April 4, 2026

The war in Iran has triggered a potential step change in the rate that China is selling off its US Treasury bill holdings. T-bill holdings are a good barometer for geopolitical tensions. China and the BRICS are dumping their T-bills.

Gulf Islamic sukuk bond spreads hit five-year highs amid Iran war uncertainty

Ben Aris in Berlin April 3, 2026

Yields on Gulf sovereign and corporate debt have surged to their widest spreads in five years as the war involving Iran drives a sharp reassessment of regional risk, according to Fitch Ratings.

US influence in the Gulf fades as Qatar, Oman strike deals with Tehran

Ben Aris in Berlin April 3, 2026

The US influence in the Gulf is fading as the war goes into its fifth week with no sign of ending and regional players are starting to cut deals with Tehran to end the attacks on their territories.

Saudi Sadara petrochemical giant closed down creating a new plastics chokepoint

Ben Aris in Berlin April 3, 2026

Sadara Chemical Company, the $20bn joint venture between Saudi Aramco (Tadawul: 2222) and Dow Chemical Company (DOW), has halted all production at its Jubail complex in eastern Saudi Arabia indefinitely without a shot being fired by Iran.

Iran president Pezeshkian issues public letter to US public condemning US aggression

Ben Aris in Berlin April 3, 2026

Iran’s president Masoud Pezeshkian has issued a public letter addressed to the American people, defending Tehran’s actions in the face of what he called, “US unprovoked aggression”.

MOSCOW BLOG: Pax Americana exposed as a paper tiger

Ben Aris in Berlin April 2, 2026

Superficially the war in Iran has dealt Ukraine a huge blow. The White House is now completely distracted, and the Trump administration seems to have abandoned, or at least paused, the ceasefire negotiations with Russia.

Cost of living shock deepens as energy crisis hits G7 spending – Oxford Economics

Ben Aris in Berlin April 2, 2026

A surge in energy prices following the escalation of the Iran conflict is intensifying the cost-of-living crisis across the G7, dragging consumer spending growth to its weakest level since 2022.

A long Iran war will lead to severe shortages, says Oxford Economics

Ben Aris in Berlin April 2, 2026

A sustained escalation of the US/Israel-Iran conflict could push global oil markets beyond a price shock into severe physical shortages, with rationing, supply chain disruption and recessionary pressures becoming increasingly likely.

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