Did “TACO Trump” just permanently cede control of global energy markets to Iran, part II? cover art

Did “TACO Trump” just permanently cede control of global energy markets to Iran, part II?

Did “TACO Trump” just permanently cede control of global energy markets to Iran, part II?

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Summary

Geopolitical tensions are beginning to reshape global energy markets, with Iran’s growing control over key shipping routes posing a structural inflation risk and forcing difficult policy tradeoffs. At the same time, signs of slowing global growth, rising illiquidity in private markets, and suspicious positioning activity highlight increasing fragility beneath the surface.
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