Reuters Morning Bid Week Ahead: Shockwaves from Iran
Mar 1, 2026
Breaking developments in Iran and how they could rattle global energy markets. Discussion of oil price spikes and the risk of Brent shooting toward $100 a barrel. Concerns about the Strait of Hormuz and suspended shipments that threaten supply chains. Analysis of wider knock-on effects for inflation, monetary policy, and safe-haven flows.
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Oil Prices Could Spike Above $100 From Iran Conflict
- Global energy markets face acute disruption risk after U.S. and Israeli strikes killed Iran's supreme leader and Iran vowed revenge.
- Amanda Cooper highlights oil near $72 and analysts warning prices could top $100 if regional flows are hit.
Strait Of Hormuz Choke Point Drives Market Fear
- The threat to shipping through the Strait of Hormuz matters as much as actual damage because it's a chokepoint for 20% of daily crude flows.
- Carmel Crimmins and Amanda note majors have suspended shipments and markets react to the risk not just confirmed strikes.
Energy Shock Could Reignite Inflation And Policy Strain
- A sustained energy shock could ripple into inflation and monetary policy, squeezing consumers and fragile economies.
- Amanda warns knock-on effects could mirror post-Ukraine energy crunch that still affects markets today.