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Iran Conflict Brief: How the Energy Shock Is Reshaping Investment
Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on its power infrastructure, which Iran credibly warned would trigger reciprocal attacks on GCC energy infrastructure. President Trump then postponed those strikes after what the administration described as productive talks with Iran on ending the conflict—talks that Iran denied are happening. Meanwhile, a supply shock of historic proportions is unfolding. Some 16% of world oil supply has been…
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