To an outside observer, the potential fall of the ayatollah regime in Iran looks like an ideological fracture. For the capital manager, it is primarily an infrastructural and geopolitical shift that changes the logic of flows, the cost of risk, and the architecture of the entire region. The question here is not about moral assessments, but about who will be able to quickly and profitably integrate into the new configuration, EA Global Capital CEO Adilgerey Namazbayev writes on his <a href="https://www.facebook.com/share/p/1LtfGurkrd/?mibextid=wwXIfr">Facebook</a> page. We publish his post without bills.

After the Ayatollahs: How Iran's discovery could rewrite the map of Eurasia's risks and routes

Some 2,000 people have been killed in protests in Iran that have been going on across the country for more than two weeks, an unnamed Iranian official <a href="https://www.reuters.com/world/china/iranian-mp-warns-greater-unrest-urging-government-address-grievances-2026-01-13/">admitted to</a> Reuters. The dead include both protesters and members of Iran's security forces. This is the first time Iranian authorities have recognized such a large-scale death toll from protests, the agency points out. Iran International TV channel <a href="https://www.iranintl.com/en/202601130145">, </a>without specifying any sources, <a href="https://www.iranintl.com/en/202601130145">reports </a>about the deaths of at least 12 thousand people as a result of the protests.

Nearly 2,000 people killed in Iran protests - Reuters

The day before, Trump announced a 25 percent duty on goods from countries "doing business" with Iran - the consequence of this decision could be a "geopolitical premium to oil prices," an analyst warns

"Geopolitical premium": oil prices hit a two-month high

Commodity markets may be entering the phase of a new "supercycle" amid rising demand for metals, energy and other tangible assets, according to John Velis, Americas strategist at BNY, <a href="https://www.marketwatch.com/story/stocks-are-signaling-that-another-commodities-supercycle-is-afoot-in-2026-5e697dc6?mod=home_lead">writes</a> MarketWatch.

Analysts talk about the beginning of the commodity "supercycle". Is everything so unambiguous?

Traders in the oil market are watching the development of protests in Iran, which could lead to disruptions in oil production in the country or risk blocking the Strait of Hormuz - the most important route for energy exports from the Middle East, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-12/oil-prices-and-iran-protests-how-could-escalation-of-crisis-impact-industry">writes.</a>

The escalating crisis in Iran and oil: five issues the market is watching right now

Exxon Mobil Corporation

The conventional wisdom is that the goal of the U.S. campaign in Venezuela is oil. President Trump even named the amount of money he is going to get for Venezuelan raw materials. Sergey Vakulenko wondered whether the White House understands what exactly it is going to buy. We publish the <a href="https://www.facebook.com/share/p/1H5f5TxHdh/?mibextid=wwXIfr">post</a> without bills - this is Sergey Vakulenko's private opinion.

$133 per barrel - Sergey Vakulenko's opinion on President Trump's Venezuelan project

Chevron Corporation

DHT Holdings, Inc.

Lockheed Martin Corporation

U.S. President Donald Trump is aiming to attract billions of dollars of American investment in Venezuela's oil industry. Bloomberg has compiled a <a href="https://www.bloomberg.com/news/articles/2026-01-10/a-trader-s-guide-to-venezuela-as-trump-takes-over-oil-industry">guide</a> on how investors are approaching the sudden set of opportunities created by the capture and arrest by the states of Venezuelan President Nicolas Maduro.

Oil, defense, agribusiness: Bloomberg compiled a guide for investors after Maduro's collapse

Iranian authorities announce a crackdown on protests in the country amid reports that Trump is considering options to pressure Tehran

Iran has accused the US and Israel of organizing the largest protests in the republic's history

ConocoPhillips

The heads of major U.S. oil companies at a meeting with U.S. President Donald Trump on Friday, January 9, expressed caution about returning to Venezuela, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-09/trump-pressures-big-oil-for-100-billion-venezuela-investment?srnd=homepage-americas&amp;sref=Y0jVLcFo">reports </a>.Top managers of Chevron, Exxon Mobil, ConocoPhillips, as well as executives of Halliburton, Valero Energy, Marathon and other players came to the White House. Although many thanked Trump for the opportunities opened after the overthrow of Maduro, big business is in no hurry to make large-scale investments, the agency notes.

Oil giants cautiously embraced Trump's call to invest $100 billion in Venezuela

US President praised the release of political prisoners in Latin American country

Trump says he canceled 'second wave' of attacks on Venezuela because of Caracas' cooperation

Valero Energy Corporation

Oil prices rose sharply on Thursday, January 8, after two consecutive days of decline. Futures for Mark Brent rose by 4.7% to $62.7 per barrel. Exchange contracts for North American WTI added the same amount and almost reached $58.7 per barrel.

Oil prices have jumped nearly 5%. They are back to the level before Maduro's overthrow

Shell plc

The end of 2025 has become "tough" for the oil giant, says RBC