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Geopolitics12 May 2026

Iran War Drives Largest Oil Supply Disruption in History

via Council on Foreign Relations

The U.S.-Iran conflict has choked Strait of Hormuz shipments, creating the biggest oil supply shock on record. Trump temporarily eased sanctions on Iran and Russia to stabilize prices, benefiting adversaries without lowering crude. Traders should brace for extended volatility in crude, indices, and inflation-linked assets.

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Council on Foreign Relations
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