The risk of oil price rise to $100 per barrel is now considered real even by stock "bulls", notes Bloomberg

Wall Street warned against buying back U.S. stocks on the downturn because of the threat of $100 oil

The commander of Iran's Islamic Revolutionary Guard Corps said the Strait of Hormuz is closed and "any ship that tries to pass will be set on fire," Reuters <a href="https://www.reuters.com/world/iran-live-israel-strikes-hezbollah-uk-base-hit-cyprus-conflict-widens-2026-03-02/">reported </a>, citing Iranian media.

Iran has closed the Strait of Hormuz, a crucial oil corridor

The start of hostilities in Iran last weekend changes short-term benchmarks for investors: in the current environment, a tactical reduction in the share of stocks in portfolios is justified, keeping the focus on the energy sector, while technology securities may face additional pressure, according to Marko Papich, a strategist at independent research company BCA Research. His note is <a href="https://www.marketwatch.com/story/conflict-in-the-middle-east-wont-stop-markets-rotation-away-from-u-s-tech-stocks-but-accelerate-it-says-bca-strategist-bd0bedd8?mod=newsviewer_click_seemore">quoted by</a> MarketWatch.

Conflict in the Middle East will accelerate sell-off in US IT stocks - BCA

Analysts expect the S&amp;P 500 to grow by 13% by the end of the year - only a sharp and sustained rise in the price of oil can change this forecast

Morgan Stanley refused to change its bullish outlook on US stocks because of the Iran war

The U.S.-flagged tanker Stena Imperative was damaged in a Bahraini port on Monday night, Reuters <a href="https://www.reuters.com/world/middle-east/us-flagged-products-tanker-hit-by-unknown-projectiles-bahrain-port-sources-say-2026-03-02/">reported</a>, citing two sources.

U.S.-flagged tanker damaged in Bahrain port - Reuters

On the first day of trading after the start of a large-scale military conflict between Israel and the United States and Iran, in which other Middle Eastern oil-producing countries were also involved, oil prices predictably jumped. Sergey Pigarev, Senior Analyst at Freedom Finance Global, wrote for Oninvest about who in the Middle East was in a more favorable position and how long the period of high oil prices will last.

Oil prices jumped due to the war in the Middle East. Who in the region is in a better position?  

Chevron Corporation

Occidental Petroleum Corporation

Exxon Mobil Corporation

Shell plc

BP p.l.c.

There are 1.5 hours to go before the opening of major US trades

US stock futures fall more than 1%, oil rises 9%: the main thing about the markets

CrowdStrike Holdings, Inc.

Broadcom Inc.

Marvell Technology, Inc.

In a war environment, analysts favor selective positioning

"We do not lay down a sustained shock on oil": Freedom assessed the risks for the market due to the war

A.P. Moller - Maersk A/S

American Airlines Group Inc.

FedEx Corporation

The risk/return ratio for buying out drawdowns in equities does not yet look compelling, Barclays has warned

"Fuel and energy complex, metals and defense industry are in the lead": what to buy during the US-Iran war

Brent oil jumped more than 13%, WTI - almost 10% due to the threat to shipping through the Strait of Hormuz off the coast of Iran, through which about 25% of the world's oil and a significant part of LNG passes. Goldman Sachs warns that European prices could rise by 130% if gas transit through this crossing is halted for a month. These and other topics - in our review of key events for the morning of March 2.

Main by morning: oil soars due to escalation in the Middle East, UAE bourses closed

Investors seek refuge from uncertainty in the dollar and gold

4-year record oil price rise due to war in Middle East slows to 6%

On Monday, the markets will face one of the most serious geopolitical tests in recent times: they will open amid a de facto blockade of the Strait of Hormuz and military strikes against oil-producing countries in the Middle East. Oninvest has collected the opinions of managers and investors on what market players should prepare for.