Hormuz or Bust: Oil Markets Brace for Monday as Iran Threatens to Shut Down the World's Most Important Shipping Lane

If you thought last week's market drama was spicy, buckle up: Iran's Revolutionary Guards have threatened to completely close the Strait of Hormuz — the chokepoint through which roughly 20% of the world's oil supply flows — if Trump follows through on threats to Iranian energy infrastructure. Meanwhile, the Saudi Aramco CEO quietly pulled out of a major international energy conference. That's not a scheduling conflict. That's a five-alarm signal.

On YouTube, financial commentator Andrei Jikh argues the old 'forever war model' of profiting from perpetual Middle East conflict is colliding head-on with the emerging AI infrastructure economy, which needs geopolitical stability to scale. Translation: the people building the future want this resolved fast. Oil is whipsawing — rising on war risk, dipping on speculation that Iran sanctions could ease, then spiking again. It's the financial equivalent of a car alarm that won't stop.

Treasury Secretary Bessent says the US has 'plenty' of funds for an Iran war. Reddit and X sentiment skews deeply bearish on energy equities in the near term and deeply bullish on haven assets. The dollar is already rising. If Hormuz closes even temporarily, the Monday open won't just be a shock — it'll be a defibrillator moment for global markets.