Analytical Brief — 24.08.2026 17:03

August 24, 2026: Iran threatens 45 tankers in Hormuz, the US prepares sanctions and cancels exercises with South Korea; Britain records Iranian cyberattacks on the energy sector. Pakistan becomes a Trump–Tehran channel. The EU allocates €6.1 billion to Ukraine, Ukrainian drones strike Ozon hubs and Crimea. Markets: gold +1.95%, VIX +1.12, oil around $86.5, 10Y yield 4.69%. Technological confrontation: Taiwan indictments over AI servers to China, Xiaomi and Alibaba accelerate their own chips/models. The world enters a two-front escalation — Iranian and Ukrainian — amid expensive money and a positive curve. The main trigger: an incident in the Strait of Hormuz.