The Part of the Oil Crisis Nobody Talks About...

Hinzugefügt: 2026-05-26

[00:00:00]These four countries account for roughly 75% of all the oil moving through the Strait. So, when people say a disruption here will shock the global economy, they're not wrong, but they're also missing something very important. It's an asymmetric shock, and it doesn't hit everyone equally. Because for the United States, a disruption mostly just becomes a price problem, and that's because oil is globally priced. So, if supply tightens anywhere, oil prices rise all over, which hurts, but it's at least manageable. But for Asia, it's different. Because it isn't just a price problem, it also becomes a supply problem, and those are very different things. Because higher prices slow you down, but losing access to your energy supply, well, that's when things can start to break.