President Trump posted today that Iran's biggest bridge "comes tumbling down, never to be used again." The Truth Social message warned "much more to follow" signaling escalation rather than swift peace. Oil jumped on the threat before Trump later suggested the conflict could end in weeks.
Gulf states considered new pipelines to bypass the Strait of Hormuz per FT reporting. The infrastructure projects replicate Saudi Arabia's East-West pipeline despite massive cost and complexity. Energy rationing spread from Bangladesh to Zambia as governments cut fuel demand.
Brent crude surged 60% in March marking the biggest monthly gain since 1988. US oil prices soared 10% today on war fears. World's top energy traders got wrongfooted by the crisis scale as the shock unfolded rapidly.
RDW Redwire absorbed $92M in coordinated insider sales this week. AE Industrial Partners led the space infrastructure liquidation as defense stocks faced exits after war premium gains. COP ConocoPhillips CEO dumped $15M at peak volatility.
HII Huntington Ingalls absorbed a Citi target cut despite strong backlog. The defense contractor saw its price dropped to $441 as analysts revised expectations.
QSR Restaurant Brands grabbed CNBC attention as Josh Brown highlighted the stock. TLRY Tilray climbed on earnings beat and record revenue. WTTR Select Water Solutions saw Citi raise its target to $18 on buy rating.
Asia-Pacific markets plunged as oil surged following Trump's speech. European stocks posted their worst month since 2022 as the Iran war dragged on. Gold dropped on a stronger dollar and rising rate-hike bets.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
