Intelligence Briefing: Israel Strikes Tehran — Energy Markets Face Critical Supply Threat at Strait of Hormuz

Intelligence sources confirm explosions in central Tehran on February 28, 2026 shattered Middle East tensions and detonated a nuclear bomb in global energy markets. This crisis exposes global energy system vulnerability: when East Asian economies exceed 70% crude oil imports through war zones, energy security is compromised. Kharg Island handles 90% of Iran oil exports. Disruption exceeding 2 million barrels per day would instantly consume global supply buffer.