Geopolitical Risk & Strategic Considerations - A potential US strike on Iran is under consideration, with a decision expected within two weeks [1] - The effectiveness of a strike, Iran's potential response, and the safety of US personnel in the region are key considerations [3] - Regional partners' views are crucial, especially considering the presence of 40,000 US service members in the region [4] - Negotiations with Iran are necessary to ensure limitations on their nuclear program and establish inspection protocols [9] - Germany, the UK, and France aim to discuss uranium enrichment, ballistic missile production, and terrorism export with Iran [11] Energy Market Impact - Israeli action against Iranian energy sites like Kharg Island could significantly impact global energy production [13] - 20-25% of global energy supplies pass through the Strait of Hormuz, which is vulnerable to Iranian disruption [15] - Disruption of oil traffic through mining the Strait of Hormuz would impact global oil traffic [14] - Russia and China, key allies of Iran, heavily rely on Iranian oil shipments [16] Nuclear Proliferation Concerns - The location of approximately 900 pounds (408 kg) of enriched uranium at 60% purity is unknown, posing a proliferation risk [6] - This amount of enriched uranium is sufficient to produce up to 10 nuclear weapons [7]