The escalation of the conflict in the Middle East is once again returning the markets to a geopolitical risk mode. After the US and Israel strikes on Iran and threats to block the Strait of Hormuz, investors are quickly shifting focus to commodity assets — primarily oil and precious metals.

Oil (WTI / Brent)The Strait of Hormuz accounts for about 20% of global maritime oil shipments, so even partial disruptions are immediately priced in. The current momentum appears to be more fundamental than speculative.
Key levels:
•$85 — First profit-taking zone and technical barrier
•$95 — Trend acceleration zone
• $100–110 — Scenario of escalation or prolonged supply disruptions
If tensions persist, the market could enter an energy risk premium phase — this has historically triggered strong commodity rallies.
Gold is rising as a classic safe haven: capital is moving out of risky assets into protective instruments.
Key levels:
• $2 300 — Support for the momentum
• $2 450 — Maxima renewal zone
• $2 600+ — Possible scenario if the conflict expands
Where are the opportunities?
Energy sector — oil companies traditionally outperform oil itself.
Precious metals — gold and silver are attracting institutional capital inflows.
Crypto as a risk hedge — some liquidity is shifting into digital assets that operate 24/7 during geopolitical events.
The main thing now — the market is trading not the economy, but risk. And as long as geopolitics dictates the agenda, commodities may remain the main beneficiaries in the coming weeks. #PreciousMetalsAndOilPricesSurge