Forget the noise—all eyes belong on the Strait of Hormuz. We’re talking about 20% of global supply passing through a single chokepoint with zero detour. If that gate closes, $150 oil isn’t just a "tail risk"—it’s the base case. Watch the US open closely. The volatility is just getting started.
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🐋 WHALE WATCH: OIL IS THE REAL RISK.
Forget the noise—all eyes belong on the Strait of Hormuz. We’re talking about 20% of global supply passing through a single chokepoint with zero detour.
If that gate closes, $150 oil isn’t just a "tail risk"—it’s the base case. Watch the US open closely. The volatility is just getting started.