The war with Iran, which has become one of the biggest foreign policy challenges facing Donald Trump’s administration in recent months, is now having visible political consequences at home.
EghtesadOnline: The possibility of renewed military strikes, the deadlock in nuclear negotiations, and Donald Trump's calculations following the U.S. midterm elections have become central themes in the analyses of three Iranian figures featured in international media.
EghtesadOnline: Oil Rebounds Above $106 as Iran-US Tensions Escalate; Gold Stabilizes Ahead of US Midterm Elections
EghtesadOnline: The 2026 US midterm elections are on track to become the most expensive in the country's history, as billionaires, technology giants and companies operating in the cryptocurrency and artificial intelligence sectors pour billions of dollars into political campaigns, exerting greater influence than ever over Washington's political landscape.
EghtesadOnline: Goldman Sachs has raised its oil price forecasts for the end of 2026 and the average price in 2027, citing persistent supply risks in the Middle East. The bank warns that Brent crude could reach 140 dollars per barrel in 2027 if oil production in the Persian Gulf remains severely disrupted, although this is an upside scenario rather than its baseline forecast.
EghtesadOnline: Iran’s exports and imports have fallen by 25%, while access to foreign currency resources has become increasingly difficult, according to the Vice Chairman of the Import Management Commission of Iran’s Chamber of Commerce. He warned that the country’s economic outlook for the next six months is far from encouraging.
EghtesadOnline: Iran is preparing for the possibility of renewed military confrontation with the United States and Israel, despite recent diplomatic initiatives aimed at reaching an agreement with Washington. Tehran believes that neither a change of government in Israel nor political shifts in the US Congress would necessarily ease regional tensions.
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Qatari mediators held more than 12 hours of talks in Tehran on Friday in an effort to pave the way for a resumption of direct negotiations between Iran and the United States and prevent a renewed outbreak of war following the US midterm elections.
Iran’s neighbouring markets could provide an important opportunity to strengthen non-oil exports and ease economic pressures, but multiple government directives, foreign exchange obligations, currency volatility and difficulties repatriating export earnings continue to divert businesses’ attention from expanding into new markets, according to a senior Iranian trade official.
EghtesadOnline: The US military’s costs for the war with Iran have exceeded $47 billion, according to Pentagon data, more than 25% above the Defense Department’s estimate in July. More than $29 billion is projected to be needed to replace expended munitions, while over $6 billion would be required to replace military equipment and platforms lost during the conflict.
EghtesadOnline: An Israeli ad-tech company, Discover-Tech, has been accused of targeting Starlink users in more than 100 countries in a suspected surveillance campaign that may have sought to identify users’ locations and monitor their online activity, according to sources familiar with the investigation.
EghtesadOnline: Russian refineries increased diesel production in October after the government approved export quotas under a fuel supply agreement between Moscow and Washington, according to two sources familiar with the Russian oil industry.
EghtesadOnline: Diplomatic activity in the region continues. Following the arrival of a Qatari delegation, senior security and military officials from Saudi Arabia, Turkey and Pakistan have traveled to Iran, at a time when tensions between Iran and the United States are threatening to escalate once again, potentially leading to renewed military confrontation.
EghtesadOnline: Reuters reported that a Myanmar-based energy intermediary received a shipment of Iranian jet fuel after signing a contract to purchase South African diesel. According to the news agency, documents it reviewed indicate that Myanmar's foreign exchange regulator also approved the shipment being recorded as diesel rather than jet fuel, a move that could have concealed the cargo's true origin and helped circumvent U.S. sanctions.
EghtesadOnline: Barack Obama launched a verbal assault on Donald Trump during campaign rallies in Ohio and Michigan, accusing the president of exploiting his office for personal gain. He also argued that the war with Iran has strengthened Tehran's economic leverage and warned that threats to shipping through the Strait of Hormuz could affect global oil markets.
EghtesadOnline: The United States, with the cooperation of Iran’s neighbors Pakistan and Iraq, is moving to tighten a land blockade around Iran. Both countries have maintained close ties with the Islamic Republic, but are now increasingly restricting border crossings and trade routes with Iran.
EghtesadOnline: Threats to undersea internet cables in the Strait of Hormuz have added a new dimension to the strategic importance of this vital waterway. Disruptions to digital communications could have consequences far beyond the region, affecting trade, financial markets and technology infrastructure.
EghtesadOnline: In less than a week, Kevin Warsh and his colleagues at the Federal Reserve will send a fresh signal to financial markets from Washington, D.C. An analysis of market expectations shows that views on the trajectory of U.S. interest rates have changed significantly since the Fed’s September meeting.
EghtesadOnline: Brent crude has climbed above 117 Dpllars a barrel as concerns over maritime security in the Strait of Hormuz intensify. With diplomatic efforts stalled and both sides weighing their military options, the risk of renewed confrontation between Iran and the United States is once again at the center of regional developments.
EghtesadOnline: Rising oil prices put renewed pressure on gold and pushed U.S. Treasury yields higher. Meanwhile, SpaceX’s stronger-than-expected earnings eased some concerns over the returns on artificial intelligence investments, lifting U.S. stock futures.
EghtesadOnline: US Defense Secretary Pete Hegseth has made an unannounced visit to Israel, while Pakistan's army chief, Asim Munir, has unexpectedly arrived in Tehran. With tensions over the Strait of Hormuz mounting and diplomatic efforts at an impasse, the two visits have raised questions about whether the region is moving toward a difficult compromise or preparing for a renewed confrontation between Iran and the United States.
EghtesadOnline: Elon Musk has endorsed the idea of merging SpaceX and Tesla, raising the prospect of a technology powerhouse spanning artificial intelligence, robotics, semiconductor manufacturing, satellite communications and space exploration. The proposal comes as SpaceX reports a sharp increase in AI revenue and stronger-than-expected quarterly profits, although a merger remains uncertain.
EghtesadOnline: Russian Foreign Minister Sergei Lavrov’s visit to Tehran comes as tensions between Iran and the United States remain high over the Strait of Hormuz, sanctions and the nuclear issue. With regional governments increasingly concerned about a renewed war, Moscow is seeking to preserve its influence while balancing its strategic partnership with Iran against its growing economic ties with persian gulf states.
EghtesadOnline: Recent developments in the war between Saudi Arabia and Yemen’s Houthi movement point to the possibility of a broader coalition against the group. Increased military support for Riyadh could push the conflict beyond Yemen’s borders and reshape the region’s security dynamics.
EghtesadOnline: The dollar’s surge to around 2.7 million rials has become the latest sign of the Iranian currency’s erosion. Fueled by persistent inflation, fiscal imbalances and sanctions, the crisis is now disrupting calculations for producers, businesses and households alike.
EghtesadOnline: With eight days remaining before Israel’s election, the Israeli military has been placed on heightened alert, fueling concerns about the possibility of another round of conflict with Iran. However, political considerations and fears of rising oil prices could make launching a war before the election a costly decision for both Tel Aviv and Washington.
EghtesadOnline: The European Union is seeking to expand trade restrictions on China as its trade deficit with Beijing approaches €360 billion a year, intensifying concerns over the future of European industries and jobs. An agreement on hybrid vehicle imports marks the first step in a broader effort that could extend to chemicals, plastics and other manufacturing sectors.
EghtesadOnline :Reuters has reported that despite the US naval blockade and the near-total halt in Iranian crude oil exports, at least nine tankers carrying liquefied petroleum gas (LPG) and jet fuel have successfully transported Iranian cargoes since July.
