Regional war erupts after Khamenei’s killing, threatening global oil supplies, dragging Lebanon back into conflict, and shattering diplomatic restraint.
Browsing: Oil
Indonesia faces Rp500 trillion fiscal shock, inflation, and currency pressure as Middle East war drives oil prices higher.
U.S.-Israel strikes decapitated Iran’s leadership, but regime change from the air alone is a fantasy.
The Strait of Hormuz is effectively closed; the U.S. must act fast to prevent an energy crisis.
Gulf air defenses are working, but munition stocks are finite; shipping through Hormuz has ground to a halt.
Operation Epic Fury is a sustained campaign, not a one-off strike; Iran’s economy is now in crisis.
If Trump strikes Iran, oil disruption scenarios range from reversible shipping interruptions to catastrophic facility destruction.
Don’t panic over oil prices—yet. The real threat is prolonged disruption of the Strait of Hormuz, which could force an early end to the campaign.
A growing “shadow fleet” now transports nearly a fifth of global tanker capacity, evading U.S. sanctions; China is the primary buyer.
The Strait of Hormuz, through which 20% of global oil passes, is a flash point in U.S.-Iran tensions.