Heres How Iran Could Respond to Renewed US Israeli Strikes

The article describes escalating US-Iran tensions with potential Iranian missile strikes on Gulf energy infrastructure and threats to the Bab el-Mandeb Strait. This directly threatens oil and LNG supply from the Persian Gulf, a key global chokepoint. The commercial mechanism is supply_shortage and logistics disruption: any actual conflict would spike crude oil (Brent) and LNG (TTF) prices, raise shipping insurance premiums, and disrupt tanker routes. Impact is global but concentrated on energy-importing regions (Europe, Asia) and Gulf producers. Winners: alternative energy exporters (US shale, Russia, Qatar) and shipping companies with war-risk premiums. Losers: Gulf refiners, Asian importers, and global airlines via fuel cost pass-through.