March 27, 2026

Bahana Fixed Income News Highlights

English

Oil Price: The brent oil price rose around 5% to above USD105/barrel after President Donald Trump issued a fresh warning to Iran to advance peace talks aimed at ending the conflict disrupting global energy supplies. Fighting continues across the Middle East, while Trump maintains that negotiations are ongoing, though Iran has rejected proposals and set its own conditions. (Reuters)

Iran’s Five Conditions For Ending War: Iran offered a counter-proposal to end the war by the Trump administration, including five conditions: (1) The acts of military aggression coming to an end, (2) Ensuring the war will not recur, (3) A payment of war damages and reparations, (4) The ending of the war across all fronts involving all resistance groups, and (5) Iranian sovereignty over the Strait of Hormuz. (Al Jazeera)

Strait of Hormuz Situations: Recently, Iran’s parliament is drafting a bill to charge fees for securing ships transiting the Strait of Hormuz, with vessels required to provide detailed clearance information. Meanwhile, the Pentagon has reportedly deployed additional forces to the Strait of Hormuz area to support security and to ease Iran’s control. (CNBC)

Capability of Iran’s Missiles: US defense secretary Pete Hegseth has suggested that Iran’s missiles have the capability to strike London, the UK, as he stressed the global threat posed by Tehran. Recently, Iran’s two missiles were fired at the joint UK-US military base on the island of Diego Garcia in the Indian Ocean, around 4,000km (2,500 miles) from Iran. (BBC)

Asia Turns to Russian Oil: Several Asian countries are increasing oil purchases from Russia as the conflict involving Iran disrupts global supply. The move comes amid risks to shipments through the Strait of Hormuz. India and China still account for around 80% of Russia’s oil exports, while other Asian importers seek alternative supply to stabilize domestic energy availability. (Reuters)

Bahasa

Harga Minyak: Harga minyak Brent naik sekitar 5% ke atas USD105/barel setelah Presiden Donald Trump memberikan peringatan baru kepada Iran untuk melakukan pembicaraan perdamaian yang bertujuan mengakhiri konflik yang mengganggu pasokan energi global. Pertempuran terus berlanjut di wilayah Timur Tengah, sementara Trump menegaskan bahwa negosiasi sedang berlangsung, meskipun Iran telah menolak proposal dan menetapkan syarat-syaratnya sendiri. (Reuters)

Lima Syarat Iran untuk Mengakhiri Perang: Iran mengajukan counter-proposal untuk mengakhiri perang oleh pemerintahan Trump, termasuk lima syarat: (1) Tindakan agresi militer dihentikan, (2) Memastikan perang tidak akan terulang kembali, (3) Pembayaran ganti rugi dan reparasi perang, (4) Pengakhiran perang di semua front yang melibatkan semua kelompok perlawanan, dan (5) Kedaulatan Iran atas Selat Hormuz. (Al Jazeera)

Situasi di Selat Hormuz: Baru-baru ini, parlemen Iran sedang menyusun rancangan undang-undang untuk mengenakan biaya bagi pengamanan kapal yang melintasi Selat Hormuz, dengan kapal-kapal diharuskan memberikan informasi izin terperinci. Sementara itu, Pentagon dilaporkan telah mengerahkan pasukan tambahan ke wilayah Selat Hormuz untuk mendukung keamanan dan mengurangi kendali Iran. (CNBC)

Kemampuan Rudal Iran: Menteri Pertahanan AS Pete Hegseth menyatakan bahwa rudal Iran memiliki kemampuan untuk menyerang London, Inggris, seraya menekankan ancaman global yang ditimbulkan oleh Teheran. Baru-baru ini, dua rudal Iran ditembakkan ke pangkalan militer gabungan Inggris-AS di pulau Diego Garcia di Samudra Hindia, sekitar 4.000 km (2.500 mil) dari Iran. (BBC)

Asia Beralih ke Minyak Rusia: Sejumlah negara Asia meningkatkan pembelian minyak dari Rusia seiring konflik yang melibatkan Iran mengganggu pasokan global. Risiko gangguan distribusi melalui Selat Hormuz, mendorong negara importir minyak mencari sumber alternatif. India dan China masih menyerap sekitar 80% ekspor minyak Rusia, sementara negara Asia lain meningkatkan pembelian guna menjaga stabilitas pasokan energi domestik. (Reuters)

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