LanlanCC
04-01


China looks to restart US energy imports as Iran tensions rattle markets

China-bound tankers prepare to load 600,000 barrels of American oil per day, research firm says


Trump has used the crisis to highlight burden-sharing: the U.S. is far less dependent on Hormuz oil than Asia (importing mostly from Canada/Mexico), positioning American energy as a stabilizing alternative while pressing allies and rivals alike

US-Iran Conflict | Would Hormuz Blockade Escalate Oil to $120?
After a 21-hour marathon negotiation, the U.S. and Iran moved from “disagreement” straight to a complete breakdown. President Trump announced a U.S.-led blockade of the Strait of Hormuz, a move that has shattered all of the market’s pricing assumptions over the past week. If the U.S. blockade holds through April, will the Fed be forced into a "Hawkish Pivot" that resets Nasdaq valuations? In the clash between Trump’s "Execution Strategy" and Iran’s "Time-Wasting Strategy," who blinks first before the $120 threshold?
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