President Donald Trump’s primetime address on April 1, 2026, signaled that the war in Iran is nearing its conclusion, with “core strategic objectives” achieved. He declared Iran’s air force destroyed and its radar and anti-aircraft systems annihilated. The President warned of a final, forceful phase over the next two to three weeks, targeting critical infrastructure such as bridges and power plants to cripple Iran’s regime.
Crude oil long play
Markets reacted sharply. Brent crude surged back into triple-digit territory, closing the week at USD109 per barrel. This rebound underscores the geopolitical premium embedded in energy markets and highlights the resilience of crude oil amid heightened uncertainty.
Given the fundamental upside, we recommend taking long positions in crude oil and commodity-related equities. The combination of geopolitical risk, supply disruption, and renewed investor sentiment provides a strong case for bullish exposure in energy-linked assets.
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