 Oil Shock: Trump Rejects Iran's Peace Proposal — Brent Soars Above $117 Monday started with a powerful rally in commodity markets. On the morning of May 11, US President Donald Trump categorically rejected Iran's response to the American draft peace agreement. The reaction was immediate: Brent jumped 3.33% within hours, breaking through the $117 per barrel mark. What happened? Iran sent an official response to the US-proposed peace plan. Instead of negotiations, a harsh refusal. Trump stated that Tehran's conditions were unacceptable. The Strait of Hormuz remains blocked, and this is a transit corridor for 20% of the world's oil. Why does this matter to us? Brent rising above $117 is not just numbers. It means: — Accelerating inflation in the global economy — Rising costs for businesses across the entire chain — Increased demand for energy-efficient solutions and AI optimization — Shifting investment flows into the commodity sector What's next? The market is already pricing in a geopolitical risk premium. If the conflict drags on, Brent could test $125–130. The situation resembles 2022, but with one difference: markets are now more volatile due to low liquidity in physical oil. Analysts at OilPrice.com note that over the past month, the volume of 'perfectly timed' bets on oil price increases has exceeded $7 billion — raising questions about possible insider trading. I am monitoring developments. As new data comes in, I will provide a detailed analysis of the impact on specific sectors. #oil #Brent #geopolitics #energy #analysis