Is the Iran War Nearly Over? Why Supply Risk Still Isn’t Gone

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down signs that the Iran conflict may be nearing an end — and why that does not mean the market risk is over.In this April 17 update, Arlan covers:Why markets are reacting to signs the war may be winding downWhat the reopening of the Strait of Hormuz could mean for oil and shipping flowsWhy crude oil, grain, and oilseed markets are reversing as money flow shiftsHow damage to oil, gas, and fertilizer infrastructure could keep supply tight for months or longerWhy fertilizer may become a bigger 2027 issue even if the conflict ends soonWhat to watch next as negotiations continueStay ahead of the markets with Arlan’s Market Intelligence Plan:https://shop.stonex.com/products/us-ag-analyst-insights?selling_plan=4455759972&variant=45955325001828&utm_medium=organicsocial&utm_campaign=stonexsocial_USaginsights_yt&utm_content=organic_USaginsight_v1_20250821Subscribe for more market insight from Arlan Suderman and StoneX.#ArlanSuderman #StoneX #OilMarkets #Fertilizer #GrainMarkets #CrudeOil #EnergyMarkets #Iran #OATT #OOTT