The Strait of Hormuz Crisis: How $100 Oil Reshapes Every Sector of the Market

One-fifth of the world’s oil flows through a 33-mile-wide passage between Iran and Oman. When that passage gets disrupted, everything changes. Oil went from $70 to over $100 in six weeks. Gasoline crossed $4 per gallon. Inflation jumped to 3.3%. The Fed is considering rate hikes. Airlines are bleeding cash. Shipping costs have doubled. And this is just the beginning.

In this deep dive, we analyze how $100 oil ripples through every sector of the S&P 500 — who wins, who loses, and exactly how to position your portfolio for both a resolution and an escalation.