This Is How Big Money Is Trading the War in Iran

Bearish:

• $ENERGY - European energy markets face structural challenges from potential supply disruptions and higher prices, with rationing risks emerging in Europe and Asia.

  • “Whether this war, you know, takes another one week, two week, two months, the wounds will stay. The wounds will especially stay in oil and gas prices. We disrupt the supply enough, and the big importer, the ones who need those oil and gas prices lower, is Europe.”

    Ozan·21:36

  • “If this continues like this, if my Russia MIT friend is right about Hormuz and the and the problems, after a while, I mean, people are already talking about look at Philippines' hair headlines today for their airlines. We may very soon be at a point when some of these Asian countries can say, look, I need to give energy and fuel to my very important famous company, but much more important than that, I need to give fuel and energy and electricity to my households. Sorry. I have to choose.”

    Ozan·40:23