How to think about the Iran war — and what it means for oil and stocks
The ongoing Iran war continues to raise concerns among investors regarding oil prices and stock market stability. Despite the conflict, alternative oil export routes and increased production from various countries are mitigating potential shortages. Investors are encouraged not to wait for a resolution before making investment decisions, as markets often react ahead of clarity in geopolitical situations.
- ▪The US blockade of the Strait of Hormuz primarily affects Iranian exports and imports, with little impact on global oil supply.
- ▪Saudi Arabia's East-West pipeline exports have increased significantly, allowing Gulf oil to bypass the Strait.
- ▪April US oil exports reached all-time records, and other countries are ramping up production to meet demand.
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Ken Fisher Business How to think about the Iran war — and what it means for oil and stocks By Ken Fisher Published May 25, 2026, 6:00 a.m. ET See more of our coverage in your search results. Add The New York Post on Google Yes, an end to the Iran war remains elusive – but that doesn’t mean investors should wait around for it. What if talks fail? Won’t inflation skyrocket? Shouldn’t I wait for this to pass before buying stocks? Those are key questions I have been getting as this conflict drags on. They’re understandable, but they’re also expensive. Since my March column, America “double blockaded” the Strait of Hormuz. Yet little changed. The US blockade only affects Iranian exports and imports. Iran’s oil went mostly to China which, by the way, had stocked up beforehand.
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