Strait of Hormuz Is the World's Most Dangerous Oil Chokepoint — and Iran Just Put Its Hand on the Spigot

The Strait of Hormuz carries roughly 20% of global oil supply, and Iran's Revolutionary Guards just told the world they'll slam it shut if Trump follows through on threats to Iranian energy infrastructure. Cue the panic buying in crude, the flight to dollars, and approximately ten million Reddit posts asking whether this is 1973 all over again. Spoiler: the sentiment data says traders are not sleeping tonight.

Bloomberg's YouTube feed is already connecting the dots — the fossil fuel phase-out conference in Colombia is suddenly looking prescient, with importing nations reframing energy transition as a national security issue rather than a climate one. Meanwhile, the Saudi Aramco CEO quietly ghosted a major international energy conference, which is the geopolitical equivalent of your pilot getting off the plane before takeoff. Dollar is at one-week highs. Asia shares are sliding. The VIX would be screaming if our data feed wasn't also having an existential crisis right now.

Oil stocks are the obvious trade everyone's piling into — but history says the real money is made before the crowd arrives, and that ship may have already sailed at 3am Monday morning.