Iran Conflict: How Long, and How Bad?

Bullish:

• $ENERGY - Prolonged Iran conflict will continue disrupting energy supplies through the Strait of Hormuz, with only 20% of normal oil flow possible through convoys.

  • “The Strait Of Hormuz, while not formally closed, has been shut down.”

    Sanam·3:41

  • “To be frank, something like this would never be to replace the flow of oil out the straits. It can't be done. You need a good number through the straits a day, and convoys don't just have to get escorted out. They have to get escorted back in. So what are you gonna get? Maybe 20% of the normal flow.”

    Kevin·15:35

  • “I would like nothing more than to tell you that this war will end with some kind of deal soon. My instincts and every time I hear myself talk, I know that I think this war is gonna last much longer.”

    Sanam·8:38