How the opening of the Strait of Hormuz will affect oil, stocks and Bitcoin * Happy Coin News
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Approximately 20% of the world’s oil and LNG supplies pass through the Strait of Hormuz, so its closure expectedly had a negative impact on energy markets.
Not all assets reacted equally in this situation. For obvious reasons, oil, whose prices quickly plummeted, showed the greatest volatility. took off above $100, which was caused by a geopolitical risk premium rather than by an imbalance in supply and demand.
Once supplies resume, the premium will quickly decline, and if the Strait of Hormuz opens, oil prices could fall by $20–40 per barrel in a short period of time, after which they would return to the $80–90 range. However, this is an ideal scenario.
The end of the Middle East conflict will lead to a gradual restoration of supply chains and a replenishment of reserves, so oil prices will likely decline gradually. A return to pre-crisis levels close to $70 is possible, but only after several weeks or even months of stabilization.
Energy prices, such as LNG and refined fuels, will fall alongside oil prices, reducing transportation and insurance costs. Shipping bottlenecks will ease, although congestion due to backlogs of ships could keep freight rates high for weeks.
Fertilizer prices, which rose sharply during the crisis, will also begin to decline, although some damage to the agricultural sector has already been done.
Safe-haven assets like gold tend to lose value as geopolitical tensions ease. From this perspective, precious metals will become cheaper.
Stocks will be among the main beneficiaries of the economic resumption, but their growth is driven not only by investor sentiment but also by fundamental factors.
Lower oil prices will reduce inflation concerns, which in turn will ease pressure on central banks. This shift will improve expectations for interest rates, liquidity, and economic growth. As a result, global indices, from the S&P 500 to Asian and European benchmarks, should rise.
However, the growth will be unevenly distributed. Energy companies, which thrived during high oil prices, will see their performance decline. Air travel, manufacturing, logistics, and consumer goods, on the other hand, will improve their results thanks to lower costs and higher demand.
During the conflict Bitcoin acted as a risk asset rather than a safe haven, moving in tandem with equities under pressure from rising oil prices, inflation, and tightening financial conditions.
A favorable macroeconomic situation increases risk appetite, and capital returns to cryptocurrencies. Bitcoin, as a rule, absorbs the largest volumes, but some altcoins also record inflows of funds.
Easing inflation concerns open the door to more accommodative monetary policy, which will have a bullish effect on the cryptocurrency market.
Volatility may be observed in the short term, but the trend for digital assets is expected to be positive in the medium term.
Risk Warning:
The information on this website is for informational and educational purposes only and does not constitute investment advice or financial recommendations. Cryptocurrencies and digital assets carry a high level of risk, including possible loss of capital. The editors are not responsible for decisions made based on the published materials. It is recommended that you conduct your own research (DYOR) before making any investment decisions.
Originally published at https://happycoin.club on April 3, 2026.
