WS #15083

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Brent crude has pulled back below $96 following statements from President Trump that the Iran conflict is nearing a conclusion, dampening immediate supply disruption fears. Despite this pullback, geopolitical risks remain elevated, with Polymarket data pricing in continued instability and regime change scenarios in Iran. The defense sector is seeing renewed attention as the Pentagon announces a 20% cut to general officer slots, signaling a strategic overhaul amidst ongoing global tensions.

Middle East Tensions and Energy Volatility

Brent crude has pulled back below $96 following statements from President Trump that the Iran conflict is nearing a conclusion, dampening immediate supply disruption fears. Despite this pullback, geopolitical risks remain elevated, with Polymarket data pricing in continued instability and regime change scenarios in Iran. The defense sector is seeing renewed attention as the Pentagon announces a 20% cut to general officer slots, signaling a strategic overhaul amidst ongoing global tensions.

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