🔥 Flight-to-Safety Frenzy: Gold surges by over $100 in a single day as the Hormuz Strait standoff keeps heating up
📊 Spot gold: Up about $100 yesterday, breaking above 4,100 (+2.47%)
📊 Spot silver: $61.27 per ounce (+3.0%)
📊 Brent crude oil: Still in a tug-of-war near the $80 level
🔑 Key drivers:
1️⃣ Iran proposes new terms: it calls for the U.S. to lift oil sanctions and to acknowledge Iran’s right to collect transit fees through the Hormuz Strait; the IRGC has not yet issued an official response
2️⃣ Trump’s remarks: The strait will reopen soon, otherwise Iran will be severely hit
3️⃣ WSJ: Senior IRGC officials told mediators that they do not accept any agreements regarding control of the strait, and are prepared for months of conflict
4️⃣ U.S. ammunition stocks are running low: about 80% of THAAD interceptors are depleted, and nearly half of the Tomahawk/“Axe” missiles have been used
⛽ The outlook for the Hormuz agreement swings back and forth—depending on Trump’s tough talk, and also the IRGC’s real actions
⚠️ The Fear & Greed Index is in an extreme fear zone | Very high geopolitical uncertainty
#黄金 #中东局势 #霍尔木兹 #避险
📊 Spot gold: Up about $100 yesterday, breaking above 4,100 (+2.47%)
📊 Spot silver: $61.27 per ounce (+3.0%)
📊 Brent crude oil: Still in a tug-of-war near the $80 level
🔑 Key drivers:
1️⃣ Iran proposes new terms: it calls for the U.S. to lift oil sanctions and to acknowledge Iran’s right to collect transit fees through the Hormuz Strait; the IRGC has not yet issued an official response
2️⃣ Trump’s remarks: The strait will reopen soon, otherwise Iran will be severely hit
3️⃣ WSJ: Senior IRGC officials told mediators that they do not accept any agreements regarding control of the strait, and are prepared for months of conflict
4️⃣ U.S. ammunition stocks are running low: about 80% of THAAD interceptors are depleted, and nearly half of the Tomahawk/“Axe” missiles have been used
⛽ The outlook for the Hormuz agreement swings back and forth—depending on Trump’s tough talk, and also the IRGC’s real actions
⚠️ The Fear & Greed Index is in an extreme fear zone | Very high geopolitical uncertainty
#黄金 #中东局势 #霍尔木兹 #避险