Duration of Iran Conflict Key to Energy Markets -- Market Talk

Dow Jones03-02 21:31

0831 ET - It's reasonable to expect a virtual halt to energy flows through the Strait of Hormuz while the U.S./Israel-Iran conflict continues, Macquarie Group's Vikas Dwivedi says in a note. "We believe the duration of conflict remains the most important consideration for energy markets," Dwivedi says, as well as the targeting of energy infrastructure which so far appears limited. "The world can handle the Strait of Hormuz being shut in for 1 to 2 weeks, but the impact on oil price will escalate rapidly after the third week and definitely after the fourth week," he says. "The reason is not so much the lack of world storage and SPR's, but the deliverability." (anthony.harrup@wsj.com)

(END) Dow Jones Newswires

March 02, 2026 08:31 ET (13:31 GMT)

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