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🚨 ENERGY MARKETS JUST BROKE.
Iran strikes major oil hubs — chaos erupts.
🛢 Crude +5.8% in HOURS
🔥 Nat Gas +4.4%
🇪🇺 EU Gas +25% at open (TTF > €38)
⛔ Strait of Hormuz effectively shut —
20M barrels/day & 20% of global gas STUCK.
🚢 Shipping in panic. Insurance +50%. Routes rerouted around Africa.
Only 13% of Gulf oil can bypass.
This isn’t volatility.
This is a GLOBAL ENERGY SHOCK.