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THE HORMUZ TRAP | Why the world is running out of maritime chokepoints
Why the world is running out of maritime chokepoints
Topics
- Oil
Further reading
- VOL RESEARCHTrump’s Russia Sanctions Waiver and the Saudi Oil ShockYou don’t show weakness to a rival, and you certainly don’t win a war by being weak. That is precisely what Trump is doing right now.
- MACRO RESEARCHStrait of Hormuz Shipping Crisis: Oil Prices and the Midterm DeadlineIran’s tanker attacks hit a wartime high after Trump ruled out strikes before November 3
- MACRO RESEARCHHORMUZ IS THE BEST LEVERAGE ON EARTHIt only takes one low-cost attack to damage trillions.
- MACRO RESEARCHHormuz Reopened. The Red Sea and the Caspian Just Failed Too.The market priced the ceasefire as an ending. It was a pause between three chokepoints failing one after another — and the refining system never got the chance to rebuild what the
- MACRO RESEARCHThe Hormuz Insurance Blockade: The actuarial mechanics that closed the strait before Iran couldThe actuarial mechanics that closed the strait before Iran could
- FED RESEARCHStrait of Hormuz, Oil Prices and Fed Rate Hikes: This Is Not an Inflation Problem. It Is a War Problem.The Fed can raise rates, but it cannot reopen the Strait of Hormuz.