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Historic US-Iran Peace Deal Sends Oil Plunging 5%, Global Markets Soar

15/06/2026 16:22 - Internacionales

Infografía financiera mostrando la caída del petróleo Brent (flecha roja descendente hacia USD 83) y el alza simultánea de las bolsas mundiales (flechas verdes ascendentes). Incluye mapa estilizado del estrecho de Ormuz con iconos de tanques petroleros. Diseño moderno con gráficos de velas japonesas y colores profesionales azul-verde.

A Geopolitical Breakthrough That Calms Markets

Global financial markets kicked off Monday, June 15, 2026 with genuine euphoria following the announcement of a peace agreement between the United States and Iran that would end more than three months of armed conflict in the Middle East. The news, confirmed by President Donald Trump on his Truth Social platform, triggered an immediate reaction: oil prices plummeted more than 5% and stock exchanges worldwide surged with historic gains.

The agreement includes the immediate reopening of the Strait of Hormuz, the world's most strategic maritime corridor through which approximately 20% of the global oil supply transits. The official signing is scheduled for June 19 in Geneva, Switzerland, while negotiations on pending issues—including the Iranian nuclear program—will extend over the next 60 days.

Oil Price Impact

The reaction in energy markets was practically instantaneous. Brent crude, the international benchmark, fell $4.37 to settle at $82.96 per barrel, while West Texas Intermediate (WTI), the U.S. benchmark, lost $4.53 to trade around $80.35 per barrel.

Context: Both contracts have seen a sharp decline from over $110 per barrel reached at the start of the conflict on February 28, 2026. However, analysts warn that prices remain approximately $10 above pre-attack levels.

Claudio Galimberti, chief economist at Rystad Energy, cautioned that "improved market sentiment does not equate to an automatic recovery in supply."

Global Stock Markets Rally

The geopolitical relief translated into impressive gains across major global markets:

  • Nikkei 225 (Japan): Rose 5% to 69,317.50 points, marking a new all-time record high.
  • DAX (Germany): Advanced 1.27% to 24,942 points.
  • CAC 40 (France): Gained 1.18% to 8,444 points.
  • FTSE 100 (UK): Rose 0.2%.
  • S&P 500 (US): Gained 1.5% after opening.

Takashi Hiroki, chief strategist at Monex, stated: "Foreign investor buying is leading the market with expectations of Middle East détente."

Strait of Hormuz: The World's Vital Oil Artery

The Strait of Hormuz is the most critical maritime passage for global oil trade. Located between Iran and Oman, this corridor of just 55 kilometers at its narrowest point transports approximately 20 million barrels daily, representing about 20% of global consumption.

Its closure during more than 100 days of conflict caused an unprecedented energy crisis:

Category Impact
Strategic reserves released by IEA 400 million barrels
Reserves released by Japan 90 million barrels
Oil price peak Over $110/barrel
Conflict-related deaths More than 3,700

US Gasoline Prices

According to data from the American Automobile Association (AAA), the gallon of regular gasoline has fallen for three consecutive weeks during the peak summer travel season.

Since May 21, the national average has dropped from $4.56 to $4.12 per gallon. Current averages are:

  • Regular gasoline: $4.065 per gallon
  • Mid-grade gasoline: $4.545 per gallon
  • Premium gasoline: $4.932 per gallon
  • Diesel: $5.197 per gallon

However, Bob McNally, president of Rapidan Energy, warned: "I'm very concerned that we could see oil prices spike later this summer, with crude advancing toward values above $100 per barrel."

Other Market Factors

The weekly market open was also boosted by other significant factors:

SpaceX: Elon Musk's company debuted on Wall Street on June 12 with a historic record, raising $75 billion and achieving a valuation of $1.77 trillion. Shares rose 19.2% on debut and an additional 7.1% on its second trading day.

Federal Reserve: Will announce its interest rate decision on Thursday. Markets assign more than 98% probability that rates will remain unchanged, according to CME FedWatch data.

Bank of Japan: Expected to announce on Tuesday a rate hike to 1%, the highest level in over 30 years.

The Peace Deal Mediators

The peace agreement was made possible through mediation by four countries: Pakistan, Qatar, Saudi Arabia, and Turkey. The official signing ceremony will take place on June 19 in Geneva, with representatives from all involved parties present.

The conflict, which began on February 28, 2026, resulted in more than 3,700 deaths according to verified data, primarily in Lebanon, where Israel conducted more than 70 attacks against Hezbollah targets.

About Hezbollah: Hezbollah is a Shia Islamist political party and militant group based in Lebanon. It is considered one of the most powerful non-state actors in the world and has been designated as a terrorist organization by several countries, including the United States. The group has been a key ally of Iran in the region.

Sources: Infobae, La Nación, AP News, verified data

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