Trump Threatens Iran With Big Hit If Theres No Deal Soon

The threat of renewed US military action against Iran risks further disruption to the Strait of Hormuz, a critical chokepoint for global oil and LNG shipments. This creates immediate supply scarcity risk for crude oil and natural gas, squeezing margins for refiners and importers while benefiting alternative suppliers. The channel is supply_shortage via logistics disruption, with global impact but particularly acute for Asian and European importers reliant on Middle Eastern crude. Historical parallels include the 2019 attacks on Saudi Aramco facilities, which caused a 15% spike in Brent crude within days.