When the Strait Closes and What the Iran War Means for Valuation

Most commentary on the Iran war has framed it as an oil price story. Brent crude has swung between $99 and $115 per barrel in recent weeks, and the headlines have followed the daily tick. But for anyone involved in business valuation, investment analysis, or financial planning, the more important question is not where oil trades today. It would be whether the assumptions underneath the financial models still hold.