Escalating conflict between the United States, Israel and Iran is putting global energy routes under pressure. As traffic through the Strait of Hormuz slows, oil markets, LNG flows and global equities are reacting to rising geopolitical risk. This analysis explores what investors should watch and how markets typically navigate geopolitical shocks.

Electricity demand is accelerating, driven by AI, data centres and electrification. Small modular reactors are emerging as a scalable solution, backed by policy momentum and hyperscale corporate contracts. The opportunity lies in fuel, licensing-ready platforms and critical grid infrastructure.