Kenny Zhu of ETF manager Global X warned that the Iran‑Israel conflict is tightening spare‑capacity supplies, a shift that could push crude prices above pre‑war levels. He expects the turmoil to sharpen focus on energy security, spur diversification away from geopolitically exposed producers, and tilt market share toward U.S. operators and LNG exporters. Investors are watching the shift closely as it could reshape pricing benchmarks.

Deutsche Bank analysts estimate U.S. carriers could shoulder an annual fuel‑cost hit of roughly $40 billion if jet‑fuel prices stay near $5 per gallon, a jump of more than $2 since the conflict began. The higher expense is forcing airlines to trim spring and summer schedules this summer to manage cash flow, especially in shoulder months such as May and September, to preserve margins.

OCI, the Dutch fertilizer and methanol group that owns about 8.6% of Methanex, said the stock’s 64% rally this year and a more than double gain over 12 months give it flexibility for possible future disposals. Management now has board approval to sell Methanex shares opportunistically, leaving the C$87.74 price target open to market dynamics.