⚠️ #USIranOilRisk Markets may be underestimating one of the biggest macro risks of the year. Energy executives are warning that the oil market could be pricing in far less disruption than reality may deliver. Supply interruptions tied to Iran-related tensions and pressure on critical shipping routes have already triggered significant volatility across global energy markets. Why this matters: 🛢 Oil affects inflation. 📈 Inflation affects interest rates. 💵 Interest rates affect stocks, bonds, crypto, and global liquidity. The chain reaction is enormous. Many investors still treat geopolitical shocks as temporary headlines. But when energy supply becomes constrained, the impact spreads through transportation, manufacturing, food prices, and consumer spending. The biggest risk isn't necessarily today's oil price. It's the possibility that markets are assuming a short-lived disruption while the underlying supply stress lasts much longer. Watch: • Oil • Inflation expectations • Bond yields • Dollar strength Those signals will reveal whether this remains a headline risk—or evolves into a global macro event. $CL $BTC $LAB