The Weekly Insight
The Weekly Insight
The Chokepoint
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The Strait of Hormuz is 21 miles wide.
20% of the world's oil flows through it every day. As of Saturday, it's effectively closed.
We've been warning about this exact scenario since April 2024. Now it's here.
In this week's memo, we break down:
→ Why the U.S. Navy can control the Strait but can't make shippers transit it
→ Why pipeline alternatives only solve 13% of the problem
→ The natural gas crisis no one is talking about (Qatar's LNG has NO alternative route)
→ What $125/bbl oil means for GDP and inflation
→ How we've positioned portfolios for exactly this kind of disruption
The situation is developing fast. What comes next matters more than what happened Saturday.
Read more here: https://insightwealthgroup.com/the-weekly-insight-the-chokepoint/
