To The Moon

Israel has begun striking Iranian oil infrastructure, including the massive Shahran Oil Depot in Tehran. What started as military operations has now clearly expanded into energy infrastructure warfare.

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Iran responded by targeting the Haifa Oil Refinery, saying it was retaliation after Israel hit key refinery facilities in Tehran. The conflict is now entering a dangerous phase where both sides appear willing to strike each other’s fuel and refining capacity.

If the war evolves into mutual destruction of oil infrastructure, the impact on global energy markets could be severe. History shows how damaging this can be: during the 2003 Iraq War, coalition strikes on energy infrastructure took nearly a decade for production to recover.

Markets are already reacting. Oil briefly spiked to $110 on Hyperliquid as traders priced in the risk of a major supply shock.

The situation around the Strait of Hormuz only adds to the danger. With exports already under heavy pressure, further destruction of domestic fuel infrastructure could remove incentives for Iran to reopen the strait, raising the risk of a broader energy crisis.

If both sides continue targeting refineries and fuel depots, this conflict could shift from a regional war to a global energy shock—with oil prices and markets reacting violently.

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