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Third night of U.S.-Iran strikes signals sustained exchange as Tehran hits Gulf targets

8/11/2026

The United States carried out strikes against Iran for a third consecutive night, while Tehran directed retaliatory fire at U.S. military facilities in the region, with attacks extending to Gulf neighbor states.

The bilateral exchange has now outlasted the single-event escalation pattern, and that duration is the variable that matters for cross-border capital pricing.

The constraint this conflict sits on The Gulf corridor handles a substantial share of seaborne oil transit through a geographic bottleneck that offers no bypass: the Strait of Hormuz.

The mechanism behind currency volatility in U.S.-Iran escalation episodes runs through this chokepoint.

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