Schwab Network

Geopolitics and Oil: Aarathi Krishnan on the U.S.-Iran Disconnect


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As geopolitical tensions persist, Aarathi Krishnan dissects the disconnect between Washington’s optimism and Tehran’s firm stance on nuclear enrichment. While equities seem to price in a diplomatic resolution, ongoing risks in the Strait of Hormuz could keep war insurance premiums elevated for months. Krishnan warns that a complete collapse of negotiations could send oil prices surging by up to 50%, a scenario major analysts are already monitoring closely.


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