Strait to the Point: Iran War Fears Put Every Energy Trade on Edge
Geopolitical chaos is rewriting the macro playbook — and social sentiment is screaming louder than the indices
Market data? Unavailable. Geopolitical chaos? Very much available. As of March 15, the biggest trade in the room isn't a stock — it's a question: does the Strait of Hormuz stay open? Trump is threatening strikes on Iran's Kharg Island, the chokepoint through which roughly 20% of global oil supply moves. UAE exports already got clipped temporarily after drone strikes. Bloomberg's YouTube coverage is running wall-to-wall on the conflict, and social sentiment across every platform is spiking on energy security keywords.
Meanwhile, there's a genuine counterweight forming. US-China economic chiefs are meeting in Paris to pave the way for a Trump-Xi summit, and an Indo-Pacific energy summit just locked in over $50 billion in deals for American LNG and Alaskan crude — essentially a live stress test of whether US energy can replace Middle Eastern supply. Vietnam, Thailand, and Japan are all shopping for alternatives.
Oh, and $NVDA is sitting at a $4.31 trillion market cap with a PEG ratio of 61x versus a sector average of 1.40x — because apparently someone decided geopolitical meltdowns are a great time to hold the most expensive stock on earth. Godspeed to you all.