In r/stocks, the Iran conflict is linked directly to energy supply risk, with claims that refinery and desalination attacks turn a short-term Hormuz logistics issue into a longer-term production hit.
Iran continued attacks on regional refineries and desalination plants, hitting some in Kuwait.
These types of attacks bring us from a short-term supply shock driven by logistics constraints (Hormuz), to a long-term supply shock driven by diminished production.
Not to mention LNG
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