Called 2 September 2025 · Confirmed February 2026
Called five months ahead
The call, as published
"Two months after its war with Israel, Iran braces for another showdown. The possibility of a second Iran-Israel war is very real since Israel and the US did not finish the job the first time around."
What happened
The US and Israel began their military campaign against Iran in February 2026. When the warning went out, a second war was not the mainstream view.
What it meant for a business
Anyone with people, contracts or cargo in the Gulf had five months to plan for a war much of the market was not expecting, from evacuation routes and insurance cover to alternative shipping, before prices moved.
Olivier Guitta also lists this call on his personal site, olivierguitta.com ↗