When Bridges Fall, Commodities Rise
A drone strike, a message, and the market’s reaction in real time
I’ve seen so many of these situations over the years.
An attack happens. A pipeline gets hit. A bridge goes down.
At first, it feels like just another headline. But over time, these events do more than disrupt supply chains—they shift the narrative.
They force the market to reprice risk. Not because something immediate changes, but because the range of outcomes expands. That’s when commodities move—not out of panic, but out of recognition that the world just became less stable than it was yesterday.
This week’s attack on the Kerch Strait Bridge is one of those moments.
It may seem like a regional conflict, but the implications are global. Oil spiked Monday morning, and we’re seeing follow-through today. Natural gas and other hard assets are catching a bid.
When events like this start to stack, they don’t just drive headlines—they drive trends.
And this one is just getting started.
At 4:44 a.m., the bridge exploded.
A literal breach—support columns beneath the 12-mile Kerch Strait Bridge were torn apart by what was called an underwater drone carrying over 1,100 kg of TNT.