Johnās Substack ⢠12 implied HN points ⢠19 Mar 26
- A strike on energy facilities and Iran's retaliation risk a wider escalation that could push oil above $100 a barrel and seriously hurt the global economy.
- Israel seems to be pursuing a decapitation strategy, and there are real doubts about whether the US and Israel could successfully seize Iran's 60% enriched uranium.
- The situation puts pressure on the US to secure the Strait of Hormuz and highlights uncertainty about whether any viable political exit strategy exists to prevent further escalation.