The United States has announced large-scale military action against Iran, and Israel may also conduct strikes on certain Iranian targets. This development has significantly heightened market risk aversion, driving substantial price increases for precious metals such as gold and silver.
As a major global oil producer, any attack on Iran could disrupt the supply-demand balance in the international crude oil market, potentially causing a sharp rise in oil prices. Higher oil prices would directly increase production costs for industries reliant on petroleum, such as chemicals, while also squeezing profit margins for sectors with high oil consumption due to rising expenses. The international aviation industry is expected to face significant impacts. Israel has already closed its airspace, and Iran may follow suit, which would further adversely affect global aviation.
The escalation of geopolitical conflict in the Middle East is also likely to negatively impact investor sentiment, potentially leading to turbulence in global stock markets.
Moving forward, it will be crucial to monitor the situation closely. If conditions deteriorate further, volatility in crude oil, gold, and silver prices, along with adjustment pressures in global equity markets, could intensify.