---
title: The CAVU Compass - A 21st-Century Energy Shock
description: "The Geopolitical Shockwave \nThe joint U.S.–Israeli military campaign against Iran and the widening conflict involving Hezbollah in Lebanon have introduced a new layer of uncertainty into the global economic outlook. The macroeconomic consequences are being transmitted primarily through higher energy prices, tighter financial conditions, declining consumer confidence, increased budget deficits and Treasury issuance, and greater uncertainty surrounding business investment decisions."
image: https://blog.cavusecurities.com/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_01.jpg
---

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# The CAVU Compass - A 21st-Century Energy Shock

- March 24, 2026

![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_01](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_01.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_01.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_02](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_02.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_02.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_03](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_03.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_03.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_04](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_04.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_04.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_05](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_05.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_05.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_06](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_06.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_06.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_07](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_07.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_07.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_08](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_08.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_08.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_09](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_09.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_09.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_10](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_10.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_10.jpg)![2026-03-19_CAVU Compass-A 21st Century Energy Shock_Page_11](https://blog.cavusecurities.com/hs-fs/hubfs/2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_11.jpg?width=1870&height=2420&name=2026-03-19_CAVU%20Compass-A%2021st%20Century%20Energy%20Shock_Page_11.jpg)

 

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