And on Kharg Island, the oil kept flowing—because for now, that was the most dangerous thing it could do.… The first explosion did not hit the tanks. That was deliberate. At 03:40 local time, cruise missiles struck radar installations and anti-ship batteries on the outskirts of Kharg Island—just enough to blind, not enough to burn. The oil still flowed. Tankers still waited offshore like obedient animals. In Washington, analysts called it “calibrated escalation.” In the markets, they called it something else: opportunity. ⸻ Evan Rook had spent twelve years inside an energy risk desk in Houston, long enough to understand that oil prices were not driven by supply—they were driven by fear of supply disappearing. On his screen, the numbers told a story faster than any briefing. Brent: +6% overnight. Insurance premiums in the Persian Gulf: tripled. Transit through the Strait of Hormuz: collapsing. Nearly 20% of global oil supply...