Trump ties 9/11 remembrance to ongoing US‑Iran conflict
President Trump used the 9/11 ceremony at the Pentagon to reaffirm the United States’ “war on terror” and linked it to the seven‑month US‑Iran confrontation, noting that Iran’s hold on the Strait of Hormuz is keeping oil prices elevated.
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Desk Analysis
How This Affects the Exchange
Sector Effect
Negative · Do not buy
Geopolitical tension over Iran keeps oil prices high and adds market risk, leading to a negative bias for most PSX sectors; avoid new buys.
Sectors & Direction
Desk read
Desk call: Do not buy · Negatively affected
- Oil & GasNegatively affected
- MarketsNegatively affected
- EconomyNegatively affected
Companies
Companies Mentioned
- OGDC· Negatively affected · Do not buy
Mentions in This Briefing
Sectors: Oil & Gas, Markets, Economy — Negative · Do not buy. PSX tickers: OGDC. Geopolitical tension over Iran keeps oil prices high and adds market risk, leading to a negative bias for most PSX sectors; avoid new buys.
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Open on Business Recorder## Pentagon ceremony and 9/11 remembrance
President Donald Trump addressed U.S. service members at the Pentagon on Friday, marking the 25th anniversary of the September 11 attacks. Skipping the main New York commemorations, he pledged that America would never forget the tragedy and reiterated the nation’s commitment to the “war on terror.”
## Linking 9/11 to the Iran conflict
During the speech, Trump connected the original fight against al‑Qaeda, launched under former President George W. Bush, to the current U.S.–Israeli campaign against Iran, now in its seventh month. He warned that Iran remains the world’s leading state sponsor of terrorism and must be prevented from acquiring a nuclear weapon. U.S. Defense Secretary Pete Hegseth echoed the sentiment, describing Iran as a “prolific state sponsor of terrorism.”
## Geopolitical backdrop
The Iran‑U.S. standoff has settled into a stalemate, with Tehran maintaining control over the Strait of Hormuz. This strategic chokepoint continues to constrain global oil supplies, sustaining higher crude prices despite intermittent exchanges of fire.
## Domestic political overtones
Trump also used the platform to criticize domestic opponents, accusing Democrats of “fanatics” and urging voters to reject what he called “far‑left lunatics.” The remarks followed a Republican convention where the party intensified attacks on Democratic Senate hopefuls.
## Market implications
Higher oil prices driven by the Hormuz bottleneck can boost revenues for Pakistan’s oil‑and‑gas producers, yet the heightened geopolitical risk adds volatility to the broader market and may weigh on investor sentiment across sectors.