The Root of Chaos

Why markets and oil reacted

This conflict scares global markets because:

• Middle East supplies ~30% of world oil

• Hormuz disruption can spike energy prices

• global shipping routes can be blocked.

This is why oil, gold, and defense stocks jump during tensions.

💡 Your earlier idea about oil geopolitics is partly correct.

The U.S. also cares about:

• keeping oil supply stable

• limiting Russia-China-Iran alliances

• protecting shipping routes.

Those are major strategic considerations.

✅ Simple summary

The war happened because of:

1. 40-year hostility between the U.S. and Iran

2. Iran’s nuclear program

3. Proxy wars across the Middle East

4. Internal unrest weakening Iran

5. U.S.-Israeli preemptive strikes in Feb 2026