Mar. 28 at 3:44 PM
$IMPP $CVX $SHEL $BP $EQNR
Strange times.
Let’s think a few moves ahead.
For a brief period, air travel, seaborne trade, and anything heavily dependent on oil/gas could become obsolete and innovated...
Why? Chokepoints.
If key routes like the Strait of Hormuz, Bab el-Mandeb, and Suez Canal get constrained, the ripple effect hits everything-> energy, shipping, pricing, supply chains.
Then comes the second wave: realignment.
Turkish Straits, Strait of Gibraltar, Strait of Malacca, Taiwan Strait, Cape of Good Hope.
When pressure builds, governments don’t sit still-> they accelerate. Innovation speeds up. Technologies that were sitting on the shelf suddenly come into play.
Short version:
Control the chokepoints → control the flow → force the shift.
Good luck to us all, give a follow for short interval SP predictions !
