Iran is reviewing a U.S. peace proposal. The UAE pipeline bypass is 50% built. ADNOC's CEO says normalization takes four months minimum even if conflict ends today. For Canadian energy investors, the question is no longer if the strait reopens but what the price floor looks like when it does.

Saudi Arabia, Qatar, and the UAE convinced Trump to stand down from a planned Tuesday strike on Iran. The ceasefire is alive. The Strait of Hormuz remains closed. For Canadian energy investors, the calculus depends on which scenario resolves this standoff: a deal in weeks, or stalemate through the summer.

Trump called off a planned Iran strike overnight. Brent fell 2%. The structural impasse between Washington and Tehran remains exactly where it was, and the Hormuz timeline for Canadian energy portfolios has not changed.

Trump convened a national security review of military options against Iran on Sunday. A meeting with advisors is scheduled for Tuesday. The IRGC has threatened to "deactivate" US Gulf bases. Day 80 of the Hormuz closure arrives with the ceasefire visibly fraying — and with it the oil premium that has driven every major market move of 2026.

The Trump-Xi summit ended without China committing to pressure Iran on the Strait of Hormuz. Peace negotiations are on life support. For Canadian portfolios, the geopolitical story is now about how long the oil premium persists, and what that means for the Bank of Canada's June 10 calculus.

The Strait of Hormuz has been effectively closed to normal commercial traffic since late February. Seventy-six days in, the IEA says the market will remain significantly undersupplied until October even if the conflict ends next month. The Canadian portfolio implications run deeper than the oil price.

Trump lands in Beijing tomorrow for the first U.S. presidential state visit to China in nearly a decade. Three converging files — Iran, Hormuz, and CUSMA — all run through the same meeting. The outcome affects Canadian energy, Canadian trade, and the Bank of Canada's rate path.

Trump declared the US-Iran ceasefire on "massive life support" after rejecting Tehran's latest peace proposal. The channel that carries 20% of global oil remains largely closed, and Brent crude above $94 has specific portfolio implications that go beyond energy sector exposure.

A technical ceasefire between the U.S. and Iran has cooled the worst-case scenario. But the Strait of Hormuz remains largely closed, the IEA calls this the largest supply disruption in market history, and oil prices have a floor the market has not fully priced.

A 14-point US-Iran memorandum of understanding is taking shape, with Iranian responses expected imminently. The deal's structure, not its signing, is now the variable that matters for Canadian energy and bond holders.

Washington and Tehran are reportedly within 48 hours of agreeing on a preliminary memorandum of understanding. What it would and would not resolve, and what it means for the oil price in every Canadian portfolio.

The surprise ceasefire is now 48 hours old. President Trump announced a two-week ceasefire with Iran on Wednesday, conditional on an immediate and safe reopening of the Strait of Hormuz

A two-week ceasefire is in effect between the US and Iran. It was brokered by Pakistan hours before Trump's threatened deadline, and both sides have claimed victory. Talks begin Saturday in Islamabad,

Day 38 of the U.S.-Israel war on Iran. Trump has set 8 PM ET tonight as his final deadline for Iran to reopen the Strait of Hormuz -- the third such deadline he has issued since the conflict began Feb

A 45-day ceasefire framework is being discussed between the U.S., Iran, and regional mediators, according to multiple sources cited by Axios and NBC News. Trump has not signed off on the proposal. He

IEA Executive Director Fatih Birol warned Wednesday that the energy crisis sparked by the Iran war "will be much worse" in April than March, because pre-war cargo shipments that transited the Strait b