美军，突发！超10架KC-135起飞！美股全线大跌！印度率先遭冲击？

Core Viewpoint - The article discusses the escalating military actions by the U.S. against Iran, highlighting the deployment of U.S. Air Force KC-135 refueling aircraft and the potential for increased military engagement in the region, which could impact global oil prices and supply chains [1][2]. Military Actions - Over 10 U.S. Air Force KC-135 refueling aircraft have taken off from multiple bases in the U.S., crossing the Atlantic and European airspace, likely heading to the Middle East for military operations against Iran [1][2]. - President Trump indicated that the military actions are expected to last "4-5 weeks," but the U.S. has the capability to extend this duration significantly [2]. - Secretary of State Rubio stated that the most intense strikes are yet to come, focusing on destroying missile production, drone capabilities, and naval assets [2]. - The Central Command (CENTCOM) confirmed the deaths of 6 U.S. soldiers due to Iranian retaliatory strikes on U.S. bases in the region [2]. Oil Price Pressure - The article notes that the ongoing military tensions are exerting pressure on oil prices, with reports indicating that if the conflict disrupts oil transportation in the Middle East, India would be particularly vulnerable due to its weak reserves [5][6]. - India imports approximately 55% of its crude oil from the Middle East, with a daily import rate of 2.74 million barrels, the highest since the end of 2022 [6]. - The Indian oil minister stated that the country's reserves could only last for 74 days, but current inventory levels may only support 20 to 25 days of supply [6]. Insurance and Shipping Concerns - Several maritime insurance companies announced the cancellation of war insurance for vessels operating in the Gulf region starting March 5, which could further hinder shipping activities [5][6]. - The article highlights that Japan and South Korea heavily rely on Middle Eastern oil, with respective dependencies of about 95% and 70%, but their reserves can sustain them for 254 days and approximately 208 days [6].