U.S.-Iran conflict and energy market volatility

Direct military escalation continues with first US combat deaths, IRGC strikes, and US airstrikes on oil tankers. Oil above $90, gasoline near $4. Exxon/Chevron $26.5B Q2 profit surge tied to conflict; White House and Warren push windfall profits tax. Political fallout deepens with GOP erosion and public disapproval. Ceasefire hopes fragile. New exposé reveals Trump's Gulf AI deals destroyed by war, with potential corruption angle. Jerusalem Post poll shows Democrats now lead on economy by 5 points, independents favor Dems by 12 points, directly tied to Iran war gas prices. Analysis of Trump's growing isolation reinforces political headwinds.