the USA has Venezuela's oil. price pressure will be felt by other countries. primarily China
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MISTERROBOT
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🇺🇸 USA to attack Iran?
According to Axios, the likelihood of a military operation against Iran has risen to 90%. This is allegedly not about a pinpoint strike, but a possible multi-week campaign in conjunction with Israel.
Tankers, transporters, and AWACS planes are being redeployed to the region — logistics for prolonged actions.
⚙️ Why is this important for the markets?
The main risk is the Strait of Hormuz.
About 20 million barrels of oil pass through it daily — ~20% of global consumption. Any restrictions = instant price shock.
Oil is already reacting: +3% on the news.
📍 Chain reaction
Oil up → fuel and logistics become more expensive → inflation rises →
The Federal Reserve finds it harder to lower rates → pressure on stocks and crypto.
Additionally: up to 80% of Iranian oil goes to China. Cutting off the flow is not only an energy blow but also a geopolitical one.
Markets are not afraid of the war itself.
They are afraid of inflationary shocks and rate disruptions.
#iran #oil #Geopolitics #Macro #MISTERROBOT
Subscribe if you want to understand how geopolitics drives capital.
According to Axios, the likelihood of a military operation against Iran has risen to 90%. This is allegedly not about a pinpoint strike, but a possible multi-week campaign in conjunction with Israel.
Tankers, transporters, and AWACS planes are being redeployed to the region — logistics for prolonged actions.
⚙️ Why is this important for the markets?
The main risk is the Strait of Hormuz.
About 20 million barrels of oil pass through it daily — ~20% of global consumption. Any restrictions = instant price shock.
Oil is already reacting: +3% on the news.
📍 Chain reaction
Oil up → fuel and logistics become more expensive → inflation rises →
The Federal Reserve finds it harder to lower rates → pressure on stocks and crypto.
Additionally: up to 80% of Iranian oil goes to China. Cutting off the flow is not only an energy blow but also a geopolitical one.
Markets are not afraid of the war itself.
They are afraid of inflationary shocks and rate disruptions.
#iran #oil #Geopolitics #Macro #MISTERROBOT
Subscribe if you want to understand how geopolitics drives capital.
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