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Q2 Update: Iran War, Depleting Munitions, And Market Outlook

By Seeking Alpha April 03, 2026 Bearish
Q2 Update: Iran War, Depleting Munitions, And Market Outlook
Geopolitical escalation is now impacting energy infrastructure, increasing the risk of sustained supply disruptions and keeping oil and gas prices elevated. Markets appear complacent despite rising risks - equities are weakening technically, but there is no sign of panic or capitulation typically seen at market bottoms.
Geopolitical escalation is now impacting energy infrastructure, increasing the risk of sustained supply disruptions and keeping oil and gas prices elevated. Markets appear complacent despite rising risks - equities are weakening technically, but there is no sign of panic or capitulation typically seen at market bottoms.