
THE HORMUZ STRAIT JUST BROKE THE GLOBAL SUPPLY CHAIN. THE NUMBERS ARE INSANE.
Day 30 of the Iran War.
Here's what they're not telling you on the news.
💀 Ships through Hormuz before February 28: 110 PER DAY
💀 Ships through Hormuz right now: FEWER THAN 10
💀 Vessels currently stranded: NEARLY 2,000
💀 Iran's toll to let you pass: $2,000,000 PER SHIP, in Chinese yuan
💀 Bangladesh's oil reserves: 3 WEEKS LEFT
💀 Sri Lanka: fuel rationing STRICTER than their 2022 collapse
💀 Oil price before the war: $72 a barrel
💀 Oil price right now: $115 a barrel — up 60% IN 30 DAYS
⚠️ Urea prices are up 68%. A quarter of US farmers have ZERO fertilizer for spring planting.
⚠️ 30% of ALL global fertilizer trade flows through this same 21-mile chokepoint.
⚠️ If spring planting fails, there is NO harvest in the fall. Not a smaller harvest. NO harvest.
⚠️ Goldman Sachs raised the US recession probability to 30%.
⚠️ OECD erased its entire global growth upgrade for 2026.
Do you understand what that means?
This is the most dangerous supply chain crisis since the pandemic. And the pandemic wasn't this concentrated.

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