Iran Conflict Pause Sends Oil Prices into Record Lows

Oil prices plunged below US$ 66 as President Trump announced a halt to military operations in Iran, sending shockwaves through the global energy markets.

War Shadows: Uncertainty Reignites

■Crude oil markets experienced a +30% volatility swing, the highest in 12 months.

■The event weakened OPEC output cuts, disrupting the supply‑demand balance.

■Airlines saw a 15% drop in fuel costs, potentially boosting flight volumes.

Market Reaction: Investors Pivot Rapidly

■NASDAQ and NYSE indices fell 4% in oil‑related stocks.

■Crude Oil Futures fell 2.8% within 18 hours, hitting $64.30.

■Energy ETFs rose 1.12%, with SPDR S&P Oil & Gas ETF up 3% in 12 hours.

Impact on Aviation: Fuel Cost & Operational Margins

■Delta Air Lines CEO Ed Bastian reported a 12% drop in fuel costs.

■American Airlines saw a 5% increase in passenger demand within 24 hours.

■Major cargo operators enjoy an 8% price drop, boosting freight volumes.

Strategic Outlook: Next 3 Months Scenarios

■In a stable scenario, oil prices could rebound to $70.

■With new conflicts, prices may surge to $80.

■Energy firms will reassess long‑term contract pricing.

Markets view this development as a critical juncture for both short‑term volatility and long‑term strategic planning; for aviation logistics, the expected fuel cost decline will enhance operational margins.