I just followed the latest news coming out of the Middle East, and frankly, the situation is getting quite tense. It seems Iran has sealed the Strait of Hormuz since last night, April 19th. All vessels have been ordered to anchor, and any attempt to approach will meet resistance. This is no joke.

The background is heavy: Trump held his war cabinet meeting on Saturday as the ceasefire approaches its end on April 22nd. Basically, the war will turn into a matter of days if nothing changes. Meanwhile, Iran has dismissed any negotiations as long as the U.S. maintains the naval blockade on Iranian ports.

What catches my attention is the direct impact this is having on energy markets. With the world's energy throat cut, you see oil fluctuating. CL is at 87.18 (-0.33%), BZ at 90.43 (-1.02%), while natural gas rises to 2.837 (+0.38%). It’s like a market warning signal trying to price in the uncertainty.

Confidence is at rock bottom. Iran no longer trusts Trump, and the U.S. won’t back down from the blockade. The countdown to a larger escalation has officially begun. When global energy is cut off, everything is at stake. It’s worth paying attention to the coming days.