Ep.473: Here’s Why Trump is in No Rush to Reopen the Strait of Hormuz

Ep.473: Here’s Why Trump is in No Rush to Reopen the Strait of Hormuz | John Konrad – Hidden Forces

Mentioned

Bullish

ENERGY— Disruption of Persian Gulf shipping creates massive energy supply constraints, with 30% of world fertilizer production at risk and critical LNG flows threatened.
SHIPBUILDING— US shipbuilding capacity desperately needed as China dominates with 350x production capacity while US struggles to build even basic vessels.

Bearish

TRADFI— Global trade system extremely fragile with cumulative disruptions threatening complete breakdown of international commerce and reserve currency status.

Not investment advice.