Iran has vowed 'swift, decisive' revenge following a US strike on an Iranian port, with Tehran accusing Washington of ceasefire violations and warning a final deal is not imminent; meanwhile CENTCOM cites self-defense and is not officially restarting Hormuz escort operations despite a fresh tanker incident. Escalation in the Strait of Hormuz directly threatens roughly 20% of global oil supply transit, creating a knee-jerk spike setup in crude and defensive rotation into energy equities and safe havens.