WS #16782
The US has launched strikes on Iranian targets in the Strait of Hormuz, significantly escalating tensions in the Middle East. This geopolitical shock is expected to disrupt oil supply chains and shipping routes, benefiting energy producers like Eni (UBS Buy rating maintained) while threatening global logistics. Concurrently, the IEA warns that a global gas crunch could persist well into 2027, compounding energy price pressures and inflation risks.
Middle East Escalation & Energy
The US has launched strikes on Iranian targets in the Strait of Hormuz, significantly escalating tensions in the Middle East. This geopolitical shock is expected to disrupt oil supply chains and shipping routes, benefiting energy producers like Eni (UBS Buy rating maintained) while threatening global logistics. Concurrently, the IEA warns that a global gas crunch could persist well into 2027, compounding energy price pressures and inflation risks.