Channel 13, citing Israeli military sources, reported that the Israeli Chief of Staff recommended notifying Washington of the need to resume military operations against Iran. This raises the risk of escalating regional tensions, potentially tightening oil supply via the Strait of Hormuz and triggering a spike in risk premiums for energy markets. The primary transmission channel is geopolitical risk affecting Middle East supply stability, with Brent crude, shipping rates, and safe-haven assets like gold and the USD most exposed. Israeli defense contractors and Iranian-linked energy infrastructure face heightened operational risk. Traders will watch U.S. Central Command statements and tanker tracking data in the Gulf for signs of military mobilization or disruptions.
Channel 13: The Israeli Chief of Staff recommended informing Washington of the necessity to resume fighting in Iran
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