economic high confidence

Strait of Hormuz Crisis: 20M bbl/day Backed Up

| Iran Conflict

The IRGC warned no oil will pass through the Strait of Hormuz and threatened $200/barrel oil. 20 million barrels per day are backed up at the strait, with only 5 million finding alternative pipeline routes. This represents the largest energy supply disruption since the 1970s oil crisis. The US Navy announced tanker escort operations when militarily possible.

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