#美伊互袭油轮冲突升级
What happens within 72 hours:
September 5: Iran fires missiles at the U.S. aircraft carrier and destroyers—misses
The U.S. military promptly destroys three Iranian “shadow” oil tankers
September 8: Iran fires again at U.S. warships—still misses
The U.S. military destroys another five Iranian crude oil tankers
Iran then turns around and attacks a U.S. military base in Jordan, warning merchant ships near Kuwait and Bahrain to abandon their vessels
The U.S. position can be summed up in one line: If you hit my warships, I’ll dismantle your oil-transport ships.
Conclusion:
This is attrition warfare, not a full-scale war.
Both sides are targeting things that can hurt, but cannot be killed off—for now.
The Dow fell 628 points yesterday, and the root is here—Brent oil briefly touched 99.46 during the session.
The only real “run” signal is:
The effective shutdown of shipping through the Strait of Hormuz.
Blowing up a few more ships is a risk premium;
It’s only when the strait can’t handle 9 million barrels/day that supply is actually interrupted.
$BTC
What happens within 72 hours:
September 5: Iran fires missiles at the U.S. aircraft carrier and destroyers—misses
The U.S. military promptly destroys three Iranian “shadow” oil tankers
September 8: Iran fires again at U.S. warships—still misses
The U.S. military destroys another five Iranian crude oil tankers
Iran then turns around and attacks a U.S. military base in Jordan, warning merchant ships near Kuwait and Bahrain to abandon their vessels
The U.S. position can be summed up in one line: If you hit my warships, I’ll dismantle your oil-transport ships.
Conclusion:
This is attrition warfare, not a full-scale war.
Both sides are targeting things that can hurt, but cannot be killed off—for now.
The Dow fell 628 points yesterday, and the root is here—Brent oil briefly touched 99.46 during the session.
The only real “run” signal is:
The effective shutdown of shipping through the Strait of Hormuz.
Blowing up a few more ships is a risk premium;
It’s only when the strait can’t handle 9 million barrels/day that supply is actually interrupted.
$BTC
