Iran Hardliners Demand Nuclear Weapons Amid Protracted U.S. Conflict
ZeroHedge ·
As the conflict with the United States drags on for nearly eight months, hardliners in Iran are increasingly advocating for the development of nuclear weapons, a topic once strictly taboo. Previously, officials maintained that the nuclear program was strictly for civilian use, bound by a religious decree from the supreme leader. However, facing an existential threat following massive U.S. and Israeli military strikes on February 28 that killed top leaders, political and security figures have grown vocal about pursuing a bomb. Washington has shifted from major military operations to economic pressure, including a naval blockade, while President Donald Trump rejected a recent cease-fire proposal. The U.S. insists that any lasting agreement must feature a meaningful reduction in Iran's uranium enrichment capacity as indirect talks remain stalled.
AI 시장 분석
Amid an eight-month war and economic sanctions with the US, Iranian hardliners are openly calling for nuclear weapons development. Geopolitical risks have surged as US President Trump rejected a seven-day truce proposal and continued the blockade of the Strait of Hormuz and military pressure. This Middle East security anxiety is raising concerns over global crude supply disruptions and amplifying financial market volatility.
상승 영향
- Crude Oil — Concerns over crude supply disruptions are growing due to the prolonged US-Iran war and threats of the Strait of Hormuz blockade, receiving upward price pressure.
- Defense — Benefits for defense industry companies are expected due to heightened geopolitical tensions in the Middle East and sustained US military involvement.
- Gold — Safe-haven asset preference is strengthening amid deepening geopolitical risks, acting as upward pressure on gold prices.
하락 영향
- Airlines — Surging oil prices caused by the Middle East conflict increase jet fuel cost burdens for airlines, negatively impacting profitability.
- Shipping — The Strait of Hormuz blockade and maritime navigation threats cause transportation disruptions and increased costs, directly hitting the shipping industry.
- Stock Market — Investment sentiment is contracting due to the prolonged US-Iran war and inflation concerns, placing downward pressure on the overall stock market.
DYAX 전담 분석
The prolonged military conflict between the US and Iran, along with the emergence of nuclear development potential, stimulates concerns over the blockade of the Strait of Hormuz, causing blows to the crude oil supply chain. In particular, America's additional airstrike threats and maritime blockade measures act as upward pressure on global commodity prices and reinforce risk-aversion sentiment.
Depending on Iran's future acceleration of nuclear development and the intensity of US military response, further spikes in crude prices or deepening logistics disruptions are expected. Close monitoring of whether navigation in the Strait of Hormuz resumes and major nations' crude inventory indicators is required.
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