Iran's foreign minister just threw down the gauntlet, claiming the U.S. and Israel can't counter their missiles.

Geopolitical chest-thumping aside, this is the kind of rhetoric that keeps oil traders awake at night. Any escalation in the Middle East = supply risk premium gets repriced fast.

Watch $USO and energy names if this heats up. Markets hate uncertainty, and the Strait of Hormuz chokepoint is always one headline away from chaos.