Israel-Iran Conflict Escalation Threatens Oil Markets and Global Stability

Israel's intensified attacks on Iran risk triggering a regime collapse, with profound implications for global oil markets. Brent and US crude prices have already climbed 10%, though both remain below $80 per barrel as physical supply chains remain unaffected—for now. Analysts warn prolonged conflict could shatter market calm.

Political stakes surged as former President Donald TRUMP signaled support for Israeli strikes on Iran's nuclear infrastructure. Defense Minister Israel Katz explicitly ordered military escalation to "destabilize the regime," while Prime Minister Netanyahu acknowledged the potential downfall of Iran's leadership. "This is regime change from within, not without," said Rapidan Energy Group CEO Scott Modell, a former CIA officer, describing Israel's strategy to empower domestic opposition.