War premium returns to oil as Iran ceasefire ends — ride the energy surge
The U.S. has launched new strikes on Iran and blocked their oil sales, causing a massive spike in oil prices. With ships now struggling to get through the Strait of Hormuz, global oil supply is under threat right as investors are fleeing the stock market for safety.
Idea
The U.S. military's recent strikes on over 80 Iranian targets and the revocation of their oil sales waiver directly threatens global supply. At the exact same time, shipping traffic through the critical Strait of Hormuz has slowed to a trickle as tanker owners fear for their vessels. With Trump declaring the ceasefire 'over' and the stock market tumbling as investors run from risk, the combination of an actual supply disruption and rising fear creates a perfect storm for oil prices to push higher as a safe-haven and necessity asset.