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The real outcome of the Iran war: America is now the world’s most secure energy power

Kenneth Rapoza
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⚡ Quantum Brief
The U.S. has emerged as the world’s most secure energy power following the Iran conflict, reducing global reliance on Gulf oil routes like the Strait of Hormuz. Tensions persist as Iran threatens to close the Strait if U.S. blockades continue, though a ceasefire expires April 22, signaling potential de-escalation. Markets reflect optimism, with the Nasdaq outperforming gold, suggesting investors anticipate a resolution and reduced energy supply risks. President Trump’s "buy American" stance reinforces U.S. energy dominance, positioning domestic fuel as a stable alternative to volatile Middle Eastern sources. The shift underscores a geopolitical realignment, where U.S. energy independence mitigates global supply chain vulnerabilities amid regional instability.
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The real outcome of the Iran war: America is now the world’s most secure energy powerThe Strait of Hormuz seemed to be back in business; Iran’s foreign minister, Abbas Araghchi, said as much on Friday. Then Iran threatened to close to Strait if the U.S. continues to block Iranian ships and ports.

President Donald Trump insisted the blockade would remain.The Iran-U.S. cease-fire expires on April 22, but even as the Strait’s status goes back and forth, it is clear the stock market believes this war is winding down: The Nasdaq COMP soared this past week, beating gold GC00.About the AuthorKenneth Rapoza is an analyst for the Coalition for a Prosperous America, which represents U.S. producers and workers. He is a former journalist who has reported from Brazil and covered the BRIC economies. Follow him on X.A Dow Jones CompanyCopyright © 2026 MarketWatch, Inc. All rights reserved.

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