The Kobeissi Letter, Financelot, Lyn Alden, and others frame the Strait of Hormuz disruption as a broad supply shock, citing oil spikes, fertilizer and helium shortages, and cascading economic damage.
US oil prices surge above $105/barrel, now up +22% since Wednesday.
Airgas declared a force majeure
only meet up to 50% of their normal monthly helium demand
People are starting to realize how large of a crisis this oil, fertilizer & helium shock is to the global economy
Some people ask me when I’ll be chill about energy.
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