Mar. 26 at 12:35 PM
$TISI $CVX $PLTR $NVDA Invasion of Kharg Island will trigger a full closure of the Strait of Hormuz, which will remove roughly 20% of the world's oil and LNG supply from the market. Analysts warn that a prolonged closure could drive Brent crude to
$150 or even
$200 per barrel. Expecting significant Equity Market Volatility. China relies on the Strait of Hormuz for 40%–50% of its seaborne oil imports. While it has some overland pipelines, a total cutoff would force "demand destruction" and severe industrial contraction. Roughly 80% of oil transiting the strait is destined for Asia, making economies like Japan, South Korea, and India uniquely vulnerable to supply shocks.
