#нефть #энергетика #Geopolitics

🛢 Oil prices are rapidly rising amid the US-Iran war

Oil prices have increased by 26% in less than 24 hours and are already up 75% since the start of the US-Iran conflict.

The cost of oil is quickly approaching $120 per barrel, reflecting a sharp increase in the geopolitical risk premium in the energy market.

❗️ What’s happening
— Markets are pricing in the threat of supply disruptions from the Persian Gulf
— The Strait of Hormuz is under pressure, through which about 20% of the world's oil passes
— The risk of a global energy shock is growing

Such price spikes usually occur during periods of serious geopolitical instability and can quickly impact inflation and global markets.

Opinion:
If oil stays above $110–120, it will become a powerful inflationary factor for the global economy. In such a scenario, central banks may face a new wave of price pressures, complicating the transition to a soft monetary policy.