The post Oil: Rising geopolitical risks and Russian diesel ban – ING appeared on BitcoinEthereumNews.com.
ING analysts Warren Patterson and Ewa Manthey note that Oil has extended its rally as renewed US-Iran tensions threaten the fragile ceasefire and disrupt flows through the Strait of Hormuz. ICE Brent has moved above $78/bbl, while Russia’s ban on diesel exports until end-July intensifies middle distillate supply concerns. ING highlights tighter US product inventories and expects stronger demand for US barrels. Brent supported by supply disruptions “ICE Brent settled 5.2% higher yesterday at a little over $78/bbl, with further upside expected today following additional US strikes against Iran in response to its earlier attacks on several vessels navigating the Strait of Hormuz.” “Key for the oil outlook is whether the US and Iran are able to quickly de-escalate this latest rise in tensions.” “The market will be watching whether these crossings rebound in the coming days — or whether
The post Russia’s Drone Warriors Are Preparing For A “Big War” With NATO appeared on BitcoinEthereumNews.com.
Dronnitsa is Russia’s annual forum to develop drone technology and tactics to meet military needs Dronnitsa Russia’s drone force is getting ready to pivot for a war with the West. Samuel Bendett, an expert on Russian drones and advisor to the CNA and CNAS thinktanks, says we need to take this shift seriously. Dronnitsa (“Drone Gathering”) is Russia’s annual drone-fest when operators and makers get together to demonstrate new systems and thrash out tactics and techniques. The session this August will be the fifth, and the keynote is: “To find a way to make sure this drone war goes in our favor and to prepare for a big war with NATO.” “Dronnitsa is signaling that such potential conflict preparation will be discussed during the event, inviting participants and prepare to contribute their thoughts, ideas and technologies towards this goal,” Bendett told me. Not Threats But Plans Ru
The post Alfa-Bank Enters Crypto Custody Race As Russia’s Largest Private Bank Prepares For New Legislation appeared on BitcoinEthereumNews.com.
While large U.S. banks are lobbying to water down a landmark crypto bill days before a Senate vote, Russia’s biggest private bank is racing into digital assets. Alfa-Bank announced plans to become a regulated digital asset custodian and offer crypto-related services to both retail and institutional clients, according to the original report from WuBlockchain. The move marks a sharp institutional turn at a moment when Russian authorities are rewriting the legal framework for crypto. The bank intends to develop investment products built on public blockchains, aiming to attract international investors. The timing is no coincidence: the services will move forward only after Russia’s new cryptocurrency legislation takes effect. Details of that law remain closely watched by market participants inside and outside Russia, because it will define the bou
The post Polymarket drops Iran regime-fall odds to 8.5% amid ceasefire strain appeared on BitcoinEthereumNews.com.
Jessie A Ellis
Jul 09, 2026 08:04
Attacks on tankers in the Strait of Hormuz are testing a fragile Iran–US ceasefire extension amid renewed strikes and missile/drone exchanges.
Polymarket drops Iran regime-fall odds to 8.5% amid ceasefire strain Polymarket Reprices “Iranian Regime Falls Before 2027” After Hormuz Ceasefire-Test Headlines On Polymarket, the contract “Will the Iranian regime fall before 2027?” is priced at 8.5% Yes (91.5% No) on $21.49M matched, after sliding from 10.5%. The move frames how traders are translating fresh Iran macro-and-security headlines into a lower near-term collapse probability. Key Takeaways Polymarket implies a 91.5% chance the regime does not fall before 2027 (Yes 8.5%). After the catalyst, the Yes price fell 2.0 points (10.5% to 8.5%) while the market remains heavily skewed to “No.” The contract resolves on 2026-12-31,
The post Euro advances against Canadian Dollar on strong German trade, weak oil appeared on BitcoinEthereumNews.com.
EUR/CAD gains ground after two days of losses, trading around 1.6210 during the European hours on Thursday. The currency cross remains stronger following stronger-than-expected trade data from Germany. Germany’s Trade Surplus widened to €19.1 billion in May, marking the largest surplus since February. This comfortably beat market forecasts of €14.8 billion and followed an upwardly revised €14.7 billion surplus in April. This expansion was driven by an unexpected 0.9% month-on-month surge in German exports, which hit a three-and-a-half-year high and defied expectations of a 0.3% decline. Conversely, imports dropped by 2.5% to a three-month low, missing the estimate for a 0.1% growth and reversing the previous month’s 1.1% gain. The EUR/CAD cross found support as the commodity-linked Canadian Dollar (CAD) weakened in tandem with falling oil prices. West Texas Intermediate
The post US Dollar Index: Fed hawks supported by energy spike – ING appeared on BitcoinEthereumNews.com.
ING’s Chris Turner notes that higher Oil prices and Gulf tensions have driven a bigger reaction in rates than in FX, with Brent near $80 supporting Fed hawks. The US Dollar (USD) is expected to stay firm versus low-yielders, while carry trades in Emerging Markets (EM) have been unwound. Turner sees US Dollar Index (DXY) around 101.00 with scope back toward 101.50. Fed scenarios and DXY support “Dominating global markets yesterday was the seeming breakdown in negotiations between the US and Iran and a more serious exchange of fire. That has extended overnight, with the US military striking infrastructure targets in northern Iraq – the first strike on infrastructure since early April. Brent briefly touched $80/bl and we saw some large moves at the short end of interest curves.” “In addition, last night saw the release of the FOMC minutes for the June meeting. Some had feared that Fed
The post US Dollar: Constructive outlook as Oil risks build – OCBC appeared on BitcoinEthereumNews.com.
OCBC’s Sim Moh Siong and Christopher Wong note renewed Middle East tensions and higher Oil prices are lifting the US Dollar (USD) and global bond yields. They expect the USD to appreciate by 2–3% in 2H26 versus lower-yielding currencies like the Euro (EUR), Japanese Yen (JPY) and Swiss Franc (CHF), with a larger rally contingent on a sharper Oil spike or US overheating. Geopolitics and energy underpin Dollar “We continue to expect the USD to appreciate by 2-3% in 2H26 and remain constructive on the currency against lower-yielding peers, including the EUR, JPY and CHF.” “A more significant move of over 5% remains a tail risk and would likely require either oil prices rising above USD100/bbl or renewed signs of US economic overheating, such as falling unemployment and firmer medium-term inflation expectations, rather than a soft-landing outcome.” “At around USD78/bbl, Brent crude remai
The collapse of US-Iran talks heightens geopolitical tensions, impacting global markets by driving oil prices up and causing crypto volatility.
The post US-Iran clashes sink interim deal, send oil surging and crypto sliding appeared first on Crypto Briefing.
Alfa Bank's digital depository could reshape Russia's crypto landscape, impacting asset liquidity and international investment amid sanctions.
The post Alfa Bank plans to launch digital depository for crypto services by mid-2026 appeared first on Crypto Briefing.