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The world is now facing the largest oil supply shock in modern history. Nearly 20 million barrels per day of supply has effectively disappeared from global markets. That is about 20% of global oil consumption, which normally sits around 100–102 million barrels per day. For perspective: The 1973 oil crisis disrupted about 4–5 million bpd. The 1979 Iranian revolution shock was roughly 5–6 million bpd. Even the Gulf War disruption in 1990 was smaller. This shock is several times larger. Oil is not just fuel. It sits at the foundation of the global economy. It drives transport, agriculture, petrochemicals, plastics, fertilizers, and industrial supply chains. When supply shocks reach this scale, the consequences are rarely limited to energy markets. They reshape inflation, global trade, monetary policy, and geopolitics. The real question is not whether prices rise. The real question is how the global system absorbs a shock of this magnitude. Invest in hard assets now, or risk being left behind.

Everyone thinks the Strait of Hormuz crisis is about oil. It’s not. It’s about what oil becomes. The Strait has now been closed for 8 days. If it stays closed, the shockwave won’t just hit energy markets. It will hit chemicals, chips, and food. Here’s the chain reaction 🧵 1️⃣ Sulfur About 92% of the world’s sulfur is produced as a by-product of refining oil and gas. Block the Strait, and you don’t just lose ~20 million barrels of crude per day. You lose the feedstock for sulfuric acid — the most produced chemical on Earth. And sulfuric acid is how we extract: • Copper • Cobalt • Nickel No sulfuric acid → no metals. No metals → no transformers, EV batteries, or data-center hardware. 2️⃣ Semiconductors Qatar sends ~30% of Taiwan’s LNG through the Strait of Hormuz. Taiwan only has ~11 days of gas reserves. That matters because Taiwan Semiconductor Manufacturing Company (TSMC) produces ~90% of the world’s advanced chips. And its fabs consume ~8.9% of Taiwan’s total electricity. No LNG → no power. No power → no chips. And without chips, the entire digital economy stalls. 3️⃣ Food Around 33% of global nitrogen fertilizer feedstock passes through Hormuz. Modern agriculture depends on synthetic nitrogen. In fact, about half of humanity is alive today because of it. Disrupt fertilizer → disrupt food production. So this isn’t one supply shock. It’s three global systems tied to one chokepoint: • Chemicals (sulfur) • Semiconductors (energy) • Food (fertilizer) All passing through a 21-nautical-mile corridor: Strait of Hormuz One narrow passage. Three critical supply chains. Zero large-scale substitutes in the short term. That’s why the world is watching Hormuz.

अयातुल्लाह खामेनेई साहब ने तो डोनाल्ड ट्रंपवा को भारी नुकसान पंहुचा दिया, बेचारा बैठकर रो रहा है ! This is an AI generated video !

@mebeastXsol FvxF8VTyvRS5VyBk2h22P1UumkDqvy8fDNo5Wb1Q2M2g

@rami_hashimi FvxF8VTyvRS5VyBk2h22P1UumkDqvy8fDNo5Wb1Q2M2g

Beautiful art.

REPORT‼️ ISRAEL TO STRIKE IRAN IN NEXT 24/48 HOURS

🗣️ AlgoFam! Get ready for an Algorand Community Champions AMA, hosted by the Algorand Communities team. Jump into our Telegram channel: t.me/algorand Type #AFChampionAMA followed by your question. We look forward to your questions and seeing you all there!

2024 is off to a great start with the Bitcoin #ETF approval! 🫡

World today: Palestine:

The fact that Randy Orton faked the RKO, laughed about it, then hit it on Chris Jericho still gets me 😂😭

@KingSalman @robw00ds @Jahanzebkayani9 @sohail_huzaifa

Big opportunity!🚀 I just completed the #DOPtestnet🔐 and now I qualify for future DOP token rewards! @dop_org tackles blockchain over-transparency, giving users control of their financial data. Finish testnet tasks now for future token rewards: doptest.dop.org/id=70xPq0N

There are some clear warning signs to look out for to ensure you don't fall victim to a blockchain gaming scam says Martin Peko from @wallet_guard. Read more in this week's Web3 Gamer. (Via Cointelegraph Magazine) cointelegraph.com/magazine/game-…

BREAKING: 🟠 SEC just confirmed it met with Grayscale for the second time yesterday to discuss converting the Grayscale Trust into a #Bitcoin ETF. SEC also met with BlackRock on Wednesday regarding their Bitcoin ETF application. Inevitable...

🚨Urgent🚨 Dear KyberSwap Elastic Users, We regret to inform you that KyberSwap Elastic has experienced a security incident. As a precautionary measure, we strongly advise all users to promptly withdraw their funds. Our team is diligently investigating the situation, and we commit to keeping you informed with regular updates. Thank you for your understanding and cooperation during this challenging time.

@pushpendrakum bull trap 😂🤦🏻‍♂️

Binance CEO CZ In Discussions To Step Down As Criminal Investigation Ends

Stocks down. #Bitcoin up! BlackRock CEO said Bitcoin is a "flight to quality" because of the global chaos. Billionaire hedge fund manager Paul Tudor Jones said "Bitcoin is the fastest horse in the race" in an inflationary recession. Is the De-Coupling finally here?

BREAKING: 🇺🇸 US Court of Appeals orders SEC to review Grayscale's spot #Bitcoin ETF application.