"1011 Insider Whale" Agent: Trump's "48-Hour Final Ultimatum" Could Trigger Increased Oil Market Volatility and Heighten the Risk of Escalation

Odaily Planet Daily reports that “1011 Insider Whale” agent Garrett Jin posted on the X platform that Trump has issued a 48-hour final ultimatum to Iran, demanding the full reopening of the Strait of Hormuz. The situation has clearly escalated. He summarized that this move will bring three key impacts: First, diplomatic buffer zones are broken, and the previously low-key negotiations between Iran and Japan over vessel passages may come to an end; Second, the nature of the conflict escalates. If strikes expand to civilian infrastructure such as power grids, Iran’s stance will be strengthened, increasing the likelihood of a prolonged war; Third, oil market volatility surges, and market mismatches intensify. Crude oil volatility (OVX) has risen to 93, while the Chicago Options Exchange Volatility Index (VIX) is around 24. The ratio between the two approaches 4, indicating oil market risks far exceed stock market pricing. Overall, oil prices and market volatility are likely to continue rising, with the duration of the conflict expected to extend.