Mideast Energy War analysis: oil near $106–108 as the 30-year Treasury crosses 5.1% and the 10-year hits ~4.61%. What this decoupling means for cap rates, DSCR, Section 179D timing, and DER-driven NOI for commercial real estate.
As of May 13, 2026: Brent ~$107, WTI ~$102, 10Y Treasury 4.4%. AI infrastructure investment remains strong (~$110B YTD). PJM capacity prices are rising. Key energy tax incentives may sunset June 30, 2026. Biggest constraints: equipment lead times.
U.S.-Iran deal news drops oil prices, but tax deadlines and energy costs for property owners loom.
As Brent crude hits $117, a high-stakes "chicken game" between the U.S. and Iran creates a volatile utility environment. Learn why distributed energy and EV infrastructure are the ultimate hedges for property owners today.
IRGC seized the MSC Francesca and Epaminondas in the Strait of Hormuz this morning and disabled the Euphoria. Brent crossed $100. Commercial owners have 69 days 'til Section 179D & Section 30C June 30 statutory deadlines.
The naval blockade is live. WTI is at $93 this morning. The ceasefire expires April 22. Second talks could happen within two days. The June 30 incentive clock does not care about any of it.