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Markets · Narrative··Updated 3d ago
Part of: Iran Oil Shock

Iran war tightens global energy markets

The ongoing Iran-US conflict is restricting oil and LNG flows through the Strait of Hormuz, raising energy prices and forcing traders to bet on geopolitical risk premiums. Oil markets are pricing in persistent supply constraints, with some forecasters warning the Fed may hike rates rather than cut if inflation pressures persist.

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Iran Oil Shock: Tracking the Middle East Supply Risk Trade

Live coverage of the Iran conflict, Persian Gulf oil supply disruption, OPEC reaction and the cross-asset trades pricing it.