US-Iran War and Impact on Prices

SUNDAY POLITICS: JPMORGAN CEO REVEALS AMERICA'S BIGGEST WORRY

"When the oil flow stops, everything stops too – from trucks, food, to peace."

— Ali Moshiri, Chevron

If there's one commodity that makes the Fed, OPEC, and financial markets hold their breath at the same time, it's… a barrel of crude oil breaking the $90 mark.

Over the past two decades, oil has repeatedly retreated to the background – overshadowed by the glamour of AI, renewable energy, cryptocurrencies, or even TIPS and dot-plot of the FOMC. But then, summer 2025, with just one airstrike in Iran on June 21, oil returned to the starring role – not because of shortages, but because the market… sniffed out risk.

And when Brent prices surged +9% in just one session, the financial world understood that:

This is not just about Hormuz, but a nerve test for the entire global policy expectations system.

And every time the Middle East stirs, the Fed, ECB, BoC or even PBOC must… revisit their forecasting models.

In this article, Viet Hustler we will dive deep with you into the following shock layers:

• Latest update on escalating tensions from Iran after President Trump declared the “destruction” of Iran's nuclear facilities on the night of June 21.

• 2025 Oil Supply: When “green transition” meets missiles – why both OPEC+ and the US are powerless against a geopolitical trigger?

• Oil Demand and Hidden Flows: From aviation, logistics to fuel-switching – the digital world still needs classical energy to operate.

• Forgotten Historical Lessons: Every oil shock is an old market script – but replayed with new characters and unpredictable damage.

• Iran, Israel, Hormuz and Market Jerk: Why prices spike without losing a single barrel of oil?

• Fed & Dancing on the Inflation Peak: Before CPI is even released, TIPS and oil futures react – and Powell is forced to sit still in the eye of the storm.

• USD, Black Gold and Safe Haven Paradox: When both oil and the dollar rise together, investors stand between two poles: inflation and defense.

And finally – the core question:

Could it be that, in a world priced by expectations, oil has returned as the "shadow king" – ready to upend all financial order with just a drop of blood from the Middle East?