Hormuz jaladrumadhy mein America aur Iran ke beech sangharsh jari hai, jisse vaishvik vittiya bazaaron mein jabardast utaar-chadhao ho raha hai. Ameriki Dollar ko surakshit sampattiyon (Safe Haven) mein aane wale phand pravah se labh hua hai, jabki Japanees Yeen ullekhniya roop se kamjor hui hai.
Hormuz jaladrumadhy – duniya ka sabase mahatvapurn tel parivahan marg – abhi bhi band hai, jisse kachche tel ki keematon mein is mahine 14% ki vriddhi hui hai. WTI ne 85 dolar prati barrel ke star ka pareekshan kiya aur Brent 90 dolar prati barrel ke kareeb pahunch gaya.
Antarrashtriya Oorja Agency (IEA) ne varsh 2026 ke liye vaishvik tel maang purvanuman ko 420,000 barrel prati din ghatakar 104 millian barrel prati din kar diya hai, jo sangharsh se pahle ke purvanuman se 1.3 millian barrel prati din kam hai. Iska mukhya karan uchch tel keematain hain jo khapat ko daba rahi hain.
Dilchasp baat yeh hai ki bhale USD bho-rajnitik tanav ke karan majboot ho raha hai, Yeen ko surakshit sampatti ke roop mein labh nahi mil raha hai. Yeh darshata hai ki aaj ke yug mein arthik mool karyak bho-rajnitik jokhimon ki tulna mein adhik mahatvapurn hain.
AUD aur NZD mein America-Iran samjhaute ki ummeedon ke karan vriddhi hui hai, khaaskar dono pakshon dvara Memorandum of Understanding (MOU) par hastakshar karne ki ripotr ke baad, jisne bazar mein jokhim ki bhavna ko prerit kiya hai.
Halanki, bazar abhi bhi satarkta se pratikriya kar raha hai kyonki MOU se aupcharik shanti samjhaute tak abhi ek lamba rasta tay karna hai. Iran ko desh ke andar kattharpanthi guthon se dabav ka samana karna pad raha hai. Sone ki keematain madhya poorv mein anishchita se samarthit bani hui hain, COMEX Gold Futures lagbhag 2,350 dolar prati auns par kaarobar kar raha hai. Duniya bhar ke kendriya bank lagatar sona kharid rahe hain.
Videshi mudra vyapariyon ke liye, bazar ko ab teen mukhya karkon par najar rakhne ki zaroorat hai: America-Iran shanti varta ki pragati, Fed aur BOJ ki byaaj dar disha, aur Ameriki arthik data – visheshakar PCE suchkank jo agle saptah jari kiya jayega.