23/06/2026
🛢️ 𝐂𝐡𝐢𝐧𝐚 𝐇𝐢𝐭𝐬 𝐏𝐚𝐮𝐬𝐞 𝐨𝐧 𝐎𝐢𝐥 𝐁𝐮𝐲𝐢𝐧𝐠
After a framework agreement between the US and Iran, ship traffic through the Strait of Hormuz is returning — but China isn’t rushing to ramp up imports. Reasons: large strategic reserves (EIA estimates ~1.4 billion barrels by end‑2025), full tanks at independent refineries, and an overall strategy of restrained buying.
Result: crude imports in May fell to ~7.8 mn bbl/day — the lowest since 2017 and almost 40% below the 2025 average. Analysts expect a short‑lived spike in deliveries as delayed tankers reach ports, but don’t expect imports to quickly recover to pre‑crisis levels.
⚠️ 𝐔𝐒 𝐅𝐮𝐭𝐮𝐫𝐞𝐬 𝐃𝐫𝐨𝐩 𝐀𝐟𝐭𝐞𝐫 𝐓𝐫𝐮𝐦𝐩’𝐬 𝐓𝐡𝐫𝐞𝐚𝐭𝐬 𝐭𝐨 𝐈𝐫𝐚𝐧
Markets soured on renewed US‑Iran tensions: S&P 500, Nasdaq and Dow futures turned negative. WTI rose nearly 3% toward $78/bbl, Brent around $81.5/bbl.
The escalation was stoked by public statements from Trump and the threat of another closure of the Strait of Hormuz — adding uncertainty to energy markets and the global economy.
Diplomatic efforts continue: talks in Switzerland aim to convert the memorandum of understanding into a long‑term agreement.
₿ 𝐖𝐡𝐞𝐫𝐞 𝐃𝐢𝐝 𝐭𝐡𝐞 𝐁𝐢𝐭𝐜𝐨𝐢𝐧𝐬 𝐆𝐨 — 𝐒𝐡𝐨𝐫𝐭𝐬 𝐒𝐡𝐢𝐟𝐭𝐞𝐝 ~𝟖𝟎,𝟎𝟎𝟎 𝐁𝐓𝐂 𝐭𝐨 𝐁𝐢𝐧𝐚𝐧𝐜𝐞
Over recent weeks holders of short positions moved roughly 80,000 BTC (~$5 bn) onto Binance — one of the largest inflows to the exchange on record.
Bitcoin retraced from $73,000 to ~$64,000 and briefly touched ~$59,100 in early June. The drop triggered liquidations exceeding $3 bn, most of them on longs (85%).
The Fear & Greed Index fell to 11 — “extreme fear.” CryptoQuant notes the issue is weaker demand rather than oversupply.
US spot BTC ETFs recorded a record weekly outflow of $3.4 bn, turning total flows negative for the first time in 2026.
📱 𝐀𝐩𝐩𝐥𝐞 𝐌𝐚𝐲 𝐑𝐚𝐢𝐬𝐞 𝐏𝐫𝐢𝐜𝐞𝐬 𝐢𝐧 𝐂𝐨𝐦𝐢𝐧𝐠 𝐃𝐚𝐲𝐬
Tim Cook said memory chip shortages make price increases “inevitable.” Apple tried to hold prices, but the situation is “unstable.”
Rising demand for DRAM and NAND (including from data centers and AI) is pressuring suppliers — Micron, Samsung, SK Hynix. Memory prices have risen more than sixfold year‑on‑year, analysts say.
Nvidia and AI chip demand further strain memory supplies. Apple can use reserves to ramp shipments, but price increases for consumers are a real possibility.
𝐒𝐮𝐦𝐦𝐚𝐫𝐲:
⦁ 𝐎𝐢𝐥: volatility persists due to geopolitics and big buyers (China).
⦁ 𝐄𝐪𝐮𝐢𝐭𝐢𝐞𝐬: leaders’ statements can trigger rapid futures pullbacks.
⦁ 𝐂𝐫𝐲𝐩𝐭𝐨: market is stressed — be cautious with leverage and manage risk.
⦁ 𝐓𝐞𝐜𝐡: memory shortages raise the risk of higher prices for devices and AI services.
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