--- title: Syz The Moment | Middle East (3) description: Middle East | Syz The Moment (3) --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. You can change your settings below to refuse the use of cookies. For more information, please refer to the [Cookies policy](https://www.syzgroup.com/en/legal-notices). Mandatory cookies Functional cookies Statistics & marketing I confirm I am not a US citizen residing in the US I confirm I am not accessing this site from the US I confirm that I am not a resident of Canada (except for Ontario, Quebec, British Columbia or Alberta). Agree and confirm ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… You chose the following profile. If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 24 Jul 2026 - - - #### President Trump told Axios on Thursday that he's seriously considering restarting major combat operations in Iran Including strikes that would be bigger than the ones carried out during Operation Epic Fury. In a brief interview, Trump acknowledged that such a decision would have consequences and stressed he hasn't made a determination yet. Trump didn't give a deadline for his decision. Two other U.S. officials confirmed no call has been made and no new orders have been given to the military. The current escalation has caused oil prices to eclipse $100 per barrel. A return to all-out war is highly unpopular in the U.S. "I am considering a massive attack. Bigger than ever before. I am close to making a decision. We are all set for it," the president said. Trump said Israel "would join in two minutes if I ask them to," but added that "we don't need anybody" to launch a new operation against Iran. He also said there would be "consequences" for Israel joining the strikes, hinting at Iranian retaliation against Israel. Source: Axios [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![President Trump told Axios on Thursday that he's seriously considering restarting major combat operations in Iran](https://blog.syzgroup.com/hubfs/1784867256016.jpg) ![President Trump told Axios on Thursday that he's seriously considering restarting major combat operations in Iran](https://blog.syzgroup.com/hubfs/1784867256016.jpg) 20 Jul 2026 - - - #### Iraq just signed 48 DEALS with US companies, including with USA oil giants to bypass the Strait of Hormuz via a new pipeline Total deals are worth over $60 BILLION, per Reuters. Chevron, ExxonMobil, Shell and more are also involved They also involved other industries, including healthcare, communications and infrastructure. It’s not clear when the oil deals will be able to create viable alternatives to the Strait of Hormuz, through which about a fifth of the world’s oil flows. Goldman Sachs estimates that pipelines in just one country take at least two and a half years to build, and these pipelines would travel through two or more nations. Iran has sought to close the Strait repeatedly since the U.S.-Iran war began Feb. 28, causing sharp gyrations in oil and gas prices. Alternatives routes for oil will weaken Iran's main bargaining power. Will China be the big loser here? Source: AP, Al Jazeera [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Iraq just signed 48 DEALS with US companies, including with USA oil giants to bypass the Strait of Hormuz via a new pipeline](https://blog.syzgroup.com/hubfs/1784467445492.jpg) ![Iraq just signed 48 DEALS with US companies, including with USA oil giants to bypass the Strait of Hormuz via a new pipeline](https://blog.syzgroup.com/hubfs/1784467445492.jpg) 13 Jul 2026 - - - #### Update (7/12 PM): The tape keeps thinning 7 commercial crossings in the last 24h (5 E→W / 2 W→E), down from 11 yesterday and barely ~6% of the Jan–Feb run-rate. Brent's grinding higher, ~$78.79 and climbing as the closure prices in. Flow down, crude up Source: @TheTerminal Michael McDonough [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Update (7/12 PM): The tape keeps thinning](https://blog.syzgroup.com/hubfs/8-Jul-13-2026-03-12-39-6049-PM.jpg) ![Update (7/12 PM): The tape keeps thinning](https://blog.syzgroup.com/hubfs/8-Jul-13-2026-03-12-39-6049-PM.jpg) 13 Jul 2026 - - - #### Amid the sharp military escalation, odds of a full Iran blockade by July 13 jumped 50% since the last update 4 days ago Source: zerohedge, Polymarket [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Amid the sharp military escalation, odds of a full Iran blockade by July 13 jumped 50% since the last update 4 days ago](https://blog.syzgroup.com/hubfs/7-Jul-13-2026-03-11-52-1710-PM.jpg) ![Amid the sharp military escalation, odds of a full Iran blockade by July 13 jumped 50% since the last update 4 days ago](https://blog.syzgroup.com/hubfs/7-Jul-13-2026-03-11-52-1710-PM.jpg) 7 Jul 2026 - - - #### Saudi Arabia cut the price of its main crude grade for Asian customers, effective August, amid weakening demand and easing tensions. It's the largest reduction in over two decades. The sharp price cut comes as pressure grows on the world's largest crude exporter, as softer demand in Asia coincides with improving supply conditions following the easing of geopolitical tensions in the Middle East.Source: The Times Of India [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Saudi Arabia cut the price of its main crude grade for Asian customers, effective August, amid weakening demand and easing tensions.](https://blog.syzgroup.com/hubfs/1-Jul-07-2026-01-42-15-2209-PM.jpg) ![Saudi Arabia cut the price of its main crude grade for Asian customers, effective August, amid weakening demand and easing tensions.](https://blog.syzgroup.com/hubfs/1-Jul-07-2026-01-42-15-2209-PM.jpg) 7 Jul 2026 - - - #### UAE Crude Output Nears Record High Following OPEC Exit Amid Surge In Chinese Buying Source: zerohedge [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![UAE Crude Output Nears Record High Following OPEC Exit Amid Surge In Chinese Buying](https://blog.syzgroup.com/hubfs/1-Jul-07-2026-01-42-15-2209-PM.jpg) ![UAE Crude Output Nears Record High Following OPEC Exit Amid Surge In Chinese Buying](https://blog.syzgroup.com/hubfs/1-Jul-07-2026-01-42-15-2209-PM.jpg) 19 Jun 2026 - - - #### IRAN SUSPENDS U.S. PEACE TALKS LESS THAN 24 HOURS AFTER SIGNING DEAL Iran has reportedly suspended the entire 60-day negotiation process with the U.S., citing Israeli strikes on Lebanon, according to Fars and Al-Mayadeen. Vice President JD Vance has reportedly postponed his planned trip to Switzerland, where U.S.-Iran talks were set to begin Friday, per Axios. Both delegations were preparing to depart before the talks were called off. Note that is barely moving Source: Coin Bureau [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![IRAN SUSPENDS U.S. PEACE TALKS LESS THAN 24 HOURS AFTER SIGNING DEAL](https://blog.syzgroup.com/hubfs/9-Jun-19-2026-02-23-10-8164-PM.jpg) ![IRAN SUSPENDS U.S. PEACE TALKS LESS THAN 24 HOURS AFTER SIGNING DEAL](https://blog.syzgroup.com/hubfs/9-Jun-19-2026-02-23-10-8164-PM.jpg) 19 Jun 2026 - - - #### Bloomberg's Michael Ball notes that material flows through Hormuz creates a different problem for crude, Especially in Asia, as too much supply hits a region that has already adapted to fewer Middle East barrels. Asian refiners replaced disrupted Middle East barrels with US crude and other alternatives, cut some processing runs when prices rose and are now facing a sudden wave of Persian Gulf supply. This has led Middle Eastern crude curves to flip into bearish contango, showing the market is pricing a near-term glut rather than shortage. Source: Bloomberg, zerohedge [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Bloomberg's Michael Ball notes that material flows through Hormuz creates a different problem for crude,](https://blog.syzgroup.com/hubfs/1-Jun-19-2026-02-16-13-2970-PM.jpg) ![Bloomberg's Michael Ball notes that material flows through Hormuz creates a different problem for crude,](https://blog.syzgroup.com/hubfs/1-Jun-19-2026-02-16-13-2970-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/2) [1](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/4) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/9?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. Follow us ## **Thinking** out loud - - - - ## **Investing** with intelligence Our latest research, commentary and market outlooks #### [Weekly Market Update](https://blog.syzgroup.com/fast-food-for-thoughts/tag/weekly-market-update?hsLang=en) #### [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus?hsLang=en) #### [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights?hsLang=en) #### [Semi-annual Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/semi-annual-outlook?hsLang=en) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [Terms & conditions](https://www.syzgroup.com/sites/default/files/document/2021-12/001-2_en-general_terms_and_conditions_w.pdf) - [Data protection notice](https://www.syzgroup.com/en/data-protection-notice) - [Cookies policy](https://www.syzgroup.com/en/legal-notices) - [Syzgroup.com](https://www.syzgroup.com/)