Serious conflict will spark inflation, which drives up oil price. On the other hand, N K is not oil producing country and does not control the oil route, and US dollar may strengthen, which drives down oil price. So this is really 50-50 bet.
FAZ is affected by the inflation expectation.
I like to make money but it seems this country is facing some real challenge. I hope the administration has not lost all of its wits, if it still has any.