🚨 The U.S. just seized an Iranian ship in the Gulf of Oman.
Brent Crude blew past $95 within hours.
This isn't a headline. This is a fuse.
The vessel the Touska was intercepted by a U.S. naval destroyer in one of the most strategically sensitive waterways on the planet. Iran didn't stay quiet. They warned of retaliation.
And the market heard every word.
Here's what most people don't understand about this moment:
The Gulf of Oman isn't just water. It's the gateway to the Strait of Hormuz — the chokepoint that controls nearly 20% of global oil supply. When things go sideways here, they go sideways fast.
We've seen this movie before. Tanker seizures. Retaliatory strikes. Proxy escalations that spiral before diplomats can get on a plane.
$95 Brent is not the ceiling. It's the opening act.
If Iran follows through on even a fraction of that retaliation threat drone strikes, tanker harassment, Houthi resurgence in the Red Sea energy markets will reprice violently.
Europe is still fragile on energy. Asia is watching. U.S. refiners are not prepared for a sustained shock above $100.
One ship. One seizure. One warning.
That's all it took to remind the world that geopolitical risk was never actually priced out of oil.
It was just sleeping.
It's awake now.
#BrentCrude #OilPrice #Iran #Geopolitics #EnergyMarkets