The global geopolitical landscape shifted dramatically on February 28, 2026, with the launch of “Operation Epic Fury”; a coordinated U.S.-Israeli strike targeting Iran’s nuclear and ballistic infrastructure.
Markets Rise Through the Uncertainty
May 11, 2026
The oil market is currently sending mixed, and increasingly important, signals. The effective shutdown of traffic through the Strait of Hormuz points to a meaningful near-term supply disruption. This is clearly reflected in spot prices, which are pricing in acute scarcity.