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What the Iran war has done to the world’s energy supply, in charts

energy_supply_shockMiddle EastAl Jazeera11 Oct, 08:33 UTC

Context

What the Iran war has done to the world’s energy supply, in charts  Al Jazeera The energy crisis is changing what investors want from oil majors  Financial Times The Iran War Is Fueling a Boom in Clean Energy  Crude Oil Prices Today | OilPrice.com Oil And Gas: You Ain't Seen Nothing Yet (NYSEARCA:XLE)  Seeking Alpha The 2026 oil shock  The News Pakistan

What it means

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
↑ / ↓ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 12 Oct, 06:13 UTC