← Cascade Narratives

> Convergent Oil Risk Premia Lock Brent Above $90 for Six Months

↑ EscalatingactiveEconomicsGeopoliticsMilitary & Defensemiddle eastglobaleurope
66%

Three independent drivers — Hormuz/Gulf coercion, Ukrainian strikes on Russian oil infrastructure, and Israel-Iran kinetic cycles — converge to anchor Brent above $90/barrel over a multi-month horizon.

// Cascade Logic

Gulf maritime coercion + Ukrainian strikes on Russian oil + Israel-Iran strike cycle → sustained risk premium → Brent average above $90 for 6 months.