US strikes Iranian oil tankers — how concerned should we be about global macro fallout?

07 Eyl 10:00

Just caught the news about the US hitting Iranian oil tankers in response to the warship attacks. Regardless of where you stand politically, this feels like another serious step up the escalation ladder. Energy corridors and maritime logistics were already on edge, and moves like this usually mean immediate spikes in shipping insurance, rerouted freight, and broader market jitteriness. Running operations across borders always makes you hyper-aware of how fast supply chain ripples travel down to everyday business. Do you see this as a contained tit-for-tat response, or are we looking at a much messier, sustained disruption in regional shipping lanes? How are you guys reading the room on this one?