952834 trump says willing to wait for a few days to get right answer on ira

The threat of US-Iran military escalation and Iran's new authority over Strait of Hormuz traffic directly threatens oil and LNG tanker passage through the strait, a chokepoint for ~20% of global oil supply. This creates supply disruption risk for crude oil and natural gas, impacting global energy prices and shipping costs. The channel is supply_shortage and logistics. Impact is global but particularly acute for Asian and European importers reliant on Middle East crude and LNG. Winners: alternative suppliers (US shale, Russia, OPEC spare capacity). Losers: net importers, shipping lines facing higher insurance and transit delays.