← Cascade Narratives

> Hormuz Risk Premium Locks Brent Above $105

↑ EscalatingactiveEconomicsGeopoliticsMilitary & Defensemiddle easteuropeglobal
60%

Iran's maritime coercion posture, ongoing Gulf strike tempo, and OPEC supply tightness are converging to keep Brent above $105/bbl over the next month, with direct feedthrough into European jet fuel stress and US monetary policy paralysis.

// Cascade Logic

Hormuz coercion + Gulf strike tempo + OPEC tightness → Brent sustained above $105 → European jet fuel buffer drained, US inflation funnel deepens, Fed leadership transition constrained.