OMV Expects Higher Energy Prices to Offset Iran Conflict Impact
π VIENNA β A European energy major is betting the war pays for itself. π LOOK CLOSER: OMV pricing in higher revenues to absorb conflict costs reveals the perverse incentive embedded in the crisis: European energy firms profit as consumers absorb supply shock. With Hormuz at 35 ships daily and Khuzestan now a US strike target, OMV's calculus assumes sustained elevation β not resolution. That's a corporate forecast doubling as a geopolitical bet against a ceasefire.