Instead of fretting over 1.5C, Wall Street is now laser focused on meeting demand for energy supply and energy security https://t.co/uoqbSgZXZg ...

[CC may contain inaccuracies] How important is the Strait of Hormuz right now. And even if we don't necessarily see a closure or just disruptions in that region. I mean, massively important, 20% of the world's oil is flowing there and the roughly equivalent amount of the world's gas.What is particularly challenging right now is some of the jamming that's happening on GPS devices and the like, which which is a concern. The Strait of Hormuz is, at the end of the day, the artery through which the world's energ ...

Geopolitical Risk & Oil Market Impact - The primary concern for investors is Iran's potential disruption of energy supply through the Straits of Hormuz, overshadowing other developments like US or Israeli attacks [1] - Current oil price levels do not adequately reflect the risk associated with potential Iranian intervention in the Straits of Hormuz [1] - Even a limited US attack on Iranian facilities like Fordo might not provoke an Iranian response of closing the Straits of Hormuz, due to the potential for a devastating US counter-attack on Iran's energy and industrial infrastructure [1] - Historically, Iran has been hesitant to disrupt energy supplies via the Straits of Hormuz, even during the Iran-Iraq War (1980-1988) when it faced widespread international opposition [3][4] US Foreign Policy & Middle East - Regime change efforts in the Middle East have historically led to instability and power vacuums, making significant US involvement in Iran a potentially risky strategy [1] - A limited, isolated US strike on Iran, followed by a call for negotiations, could be a viable strategy to de-escalate tensions [2] Global Power Dynamics - China relies on the US Fifth Fleet to secure its energy imports from the Middle East, creating a paradoxical situation where US military presence benefits China [1] - Russia's alliance with Iran is being questioned due to the ineffectiveness of Russian-made defense systems against Israeli attacks, potentially diminishing Russia's appeal as an ally [1] Economic Considerations - US energy independence is irrelevant if Iran closes the Straits of Hormuz, as oil prices would rise globally, impacting the US economy [1] - Rising oil prices due to escalating tensions could negatively impact President Trump's agenda on inflation [1]