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#IranOilRiskEscalates Iran risk is becoming an inflation story again. Brent jumped 6.4% last week as new sanctions and shipping threats raised the odds of real supply disruption. If crude keeps climbing, the chain reaction matters: higher energy costs, stickier inflation, tougher Fed pricing and pressure on risk assets. Gold may like that setup. BTC is less predictable. The key question isn't whether oil rises, but whether it rises enough to change the rate outlook.