Iran at War: The $100-Oil Crisis Reshaping Global Markets
The U.S.-Israel military campaign against Iran has closed the Strait of Hormuz for 20 consecutive days, removing 20% of global oil supply from circulation and pushing Brent crude above $113/barrel. Iran has proposed yuan-only tanker passage through the strait, directly challenging dollar-denominated energy pricing. This report covers the sanctions architecture, the energy market shock, and the regional spillover across three analytical domains with specific implications for corporate decision-makers, investors, and intelligence analysts.
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