Iran Conflict: Oil & Gold Market Signals

Escalating tensions involving Iran carry significant risk to the Strait of Hormuz, through which approximately 20% of global oil supply transits. Any disruption scenario drives immediate spikes in crude oil (USOIL, Brent) and triggers safe-haven flows into gold (XAU/USD). Iranian proxy activity across Iraq, Yemen, and Lebanon creates overlapping geopolitical risk vectors affecting energy infrastructure and regional stability.