// COMPARE

WTI surged 3.75% to $99.00 after Trump rejected Iran's peace offer over Strait of Hormuz demands. Brent pushed above $100.

The failed diplomacy reignites supply disruption fears. Iran exports 1.5M bbl/day — any escalation threatens the already-tight global supply balance with OPEC+ slow to add barrels.

$100 psychological resistance is the line. Break above opens $103-$105 range. De-escalation headline could slam it back to $95.

Tesla surged 4% to $428.35, its best day in three weeks. Wedbush reiterated a bull case tied to robotaxi timeline acceleration.

The stock trades on narrative, not fundamentals. Robotaxi and energy storage are the two catalysts bulls are pricing in. China sales data remains the bear counterpoint.

$440 resistance from the April high is the next hurdle. Cybertruck recall headlines could cap momentum if they resurface.