#usstrikes80plusiraniantargets — The Price of a Strait
The numbers:
🇺🇸 80+ Iranian targets hit — air defense, radar, IRGC boats, missile sites
🇮🇷 Iran retaliated: 85 US facilities in Bahrain & Kuwait
🛢️ Brent: $79.28 (+5.4%) | WTI: $74.76 (+6.1%)
⛽️ Brent briefly touched $80 — a 7% intraday spike
🚢 Hormuz tanker traffic: essentially zero
The headline that matters:
Trump killed the ceasefire. Revoked the oil waiver. Then hit Iran harder than any strike in months.
Oil jumped $4 in hours . The Strait — carrying 20% of global crude — is now a no-go zone. 63 million barrels of Iranian crude stranded at sea.
The CTR takeaway:
Markets are pricing supply risk that didn't exist 48 hours ago. Brent at $80 changes the inflation calculus. The Fed minutes just got a lot more complicated. And every tanker that turns around is a dollar added to your gas bill.
The question isn't if oil hits $90.
It's when.
#USLaunchesNewStrikesAgainstIran #BTCExchangeSupplyFallsTo9YearLow #HormuzOilTankerTrafficNearlyStalls #OilJumpsBondsSlideAfterUSStrikesOnIran
The numbers:
🇺🇸 80+ Iranian targets hit — air defense, radar, IRGC boats, missile sites
🇮🇷 Iran retaliated: 85 US facilities in Bahrain & Kuwait
🛢️ Brent: $79.28 (+5.4%) | WTI: $74.76 (+6.1%)
⛽️ Brent briefly touched $80 — a 7% intraday spike
🚢 Hormuz tanker traffic: essentially zero
The headline that matters:
Trump killed the ceasefire. Revoked the oil waiver. Then hit Iran harder than any strike in months.
Oil jumped $4 in hours . The Strait — carrying 20% of global crude — is now a no-go zone. 63 million barrels of Iranian crude stranded at sea.
The CTR takeaway:
Markets are pricing supply risk that didn't exist 48 hours ago. Brent at $80 changes the inflation calculus. The Fed minutes just got a lot more complicated. And every tanker that turns around is a dollar added to your gas bill.
The question isn't if oil hits $90.
It's when.
#USLaunchesNewStrikesAgainstIran #BTCExchangeSupplyFallsTo9YearLow #HormuzOilTankerTrafficNearlyStalls #OilJumpsBondsSlideAfterUSStrikesOnIran