⚡ BREAKING — Operation Epic Fury: US·Israel Surprise Airstrike on Iran | Confirmation of Khamenei's Death | Iran's True Promise 4 Retaliation Activated ⚡
Vol. 2026 — No. 060 Quantamental Hybrid Investment Desk Seoul · New York · London

The Auto Desk

Mason Lee & Auto Desk — Geopolitical Crisis Special Report
Sunday, March 1, 2026 · 20:00 KST · Emergency Edition
Brent Crude
$72.87
▲ +2.87% (금 종가)
WTI Crude
$67.02
▲ +1.94%
US 10Y Yield
3.962%
▼ −5.8bp
KR 10Y Yield
3.618%
▼ −3.2bp
USD/KRW
1,441.14
▲ +0.60%
KOSPI
6,083.86
— (Weekend Closed)
Gold Spot
$2,867
▲ +1.2%
VIX
19.63
▲ +2.4pt
🔴 Urgent Geopolitical Analysis

Iran Escalation and 3 Major Scenarios:
33% Probability of Hormuz Blockade, Path to $100 Oil

With the death of Iran's Supreme Leader confirmed by the US and Israel's Operation Epic Fury on February 28, Iran struck US military bases in five Middle Eastern countries with the True Promise 4 retaliatory operation. As signals of a blockade of the Strait of Hormuz are detected, 20% of global oil supply is threatened. Oil prices are expected to surge by $10-20, US Treasury yields to fall below 3.5%, and Korean Treasury yields to decline in tandem when the market opens on Monday.

Analysis based on: March 1, 2026, 20:00 KST | Agents: Parallel analysis by 7 desks | Data cross-validation: 14 sources