Tweet: 2031565643124818259

Author: @Rory_Johnston

Date: Wed Mar 11 02:59:28 +0000 2026

URL: https://x.com/i/status/2031565643124818259

One thing I've been stressing is that, if Hormuz traffic remained stopped, the monumental oil supply shock will manifest as sharp price spikes in wealthy nations that sap disposable incomes

In poorer countries, the shock will manifest as outright physical shortages. https://t.co/TnRdZjB247

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