QCP analysis indicates that the Strait of Hormuz remains closed, the Persian Gulf conflict continues, and approximately 25% of global maritime crude oil transportation is affected. Due to tightening supply, Brent crude oil has risen to $83 per barrel, Dutch natural gas (TTF) has increased by 50% to $55, and some refineries have been attacked and halted production. South Korea's energy sector is highly dependent on imports, and combined with the high weighting of technology stocks, the Korea Composite Stock Price Index (KOSPI) has fallen 20% from its peak. Restricted energy supplies are impacting the semiconductor and AI-related industrial chains. QCP predicts that market volatility may persist over the next week and notes that Bitcoin has performed relatively well, possibly reflecting changes in risk appetite.