The Iran situation is the single biggest market risk right now. Nothing else comes close.
The Strait of Hormuz normally carries 20% of global oil supply plus huge LNG volumes from Qatar. Right now? Transits are at ~5% of pre-war levels.
This is the largest oil supply disruption in history—nearly 3x worse than the 1973 embargo. It's already hitting daily life, and markets rip every time ceasefire rumors surface.
Resolution isn't just important. It's urgent.
The Strait of Hormuz normally carries 20% of global oil supply plus huge LNG volumes from Qatar. Right now? Transits are at ~5% of pre-war levels.
This is the largest oil supply disruption in history—nearly 3x worse than the 1973 embargo. It's already hitting daily life, and markets rip every time ceasefire rumors surface.
Resolution isn't just important. It's urgent.