Middle East Market Intelligence Brief: Week Ending September 11, 2026

US President Trump said he expects the US-Iran war to end after the November midterms, while tensions continue to disrupt energy routes.
Iran-aligned Houthis have advanced to Perim Island and Dhubab near the Bab el-Mandeb Strait, following their seizure of Mocha and the Hanish Islands, raising risks to Red Sea shipping and Saudi oil exports.
Meanwhile, Brent crude has topped $100/barrel amid growing concerns over prolonged supply disruptions.
Below is Expana’s weekly summary of the war’s most significant effects on global commodities. For the latest real-time updates, follow the Middle East Conflict tag...
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