Intelligence Briefing: Tensions with North Korea Becoming Critical Threat to Oil Markets
The strategic situation between the United States and North Korea is approaching an inflection point. The
U.S. decision of whether to attack North Korea before it develops an intercontinental strike rides on its belief
in the strength of mutual nuclear deterrence. But, North Korea is seeking to close what they perceive as an
almost seventy-year-old window of vulnerability. The U.S. may decide (with the encouragement of its allies)
to act before that window closes. The possibility of military conflict is growing and will materially impact key
oil consumers, South Korea and Japan, among others.