US hitting Iran + Strait of Hormuz risk = this isn’t noise, it’s a supply shock forming.
Hormuz handles ~20% of global oil flows. If that chokepoint even partially shuts, crude doesn’t just drift higher — it gaps.
Traders will price worst-case first and ask questions later.
Oil rips → everything energy reprices. And here’s the bit the market always lags on:
Coal is the sleeper. When oil & gas spike: Utilities fuel-switch. Energy inflation flows through the system. Thermal coal demand tightens fast.
Coal doesn’t move first… it moves hard after crude confirms the breakout.
If Hormuz stays messy, we’re not talking a 5% move — we’re talking structural repricing across fossil fuels.
Energy bull cycle 2.0 loading. @Alex.shipway $13 will be in sight very soon!
Iran attacked! Straight of Hormuz disrupted! Get ready for coal Prices to EXPLODE!
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