Policy

Geopolitical Escalation

6 mentions across Convex research, last mentioned April 28, 2026

Recent Analysis Mentioning Geopolitical Escalation

Iran Oil Blockade: The Supply Math That Moves Crude Prices

Apr 14, 2026

With Brent already at $97 and physical WTI near $114, a naval blockade removes ambiguity about the supply shock direction.

Energy

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