The Illusion of Stability Is Breaking For months, the system held together just enough to keep people calm. Tankers kept arriving. Fuel pumps kept running. Flights kept taking off. But that wasn’t stability—it was inertia. Global energy markets operate on delay. What you see today is often the result of decisions, disruptions, and damage that happened weeks or months ago. Supply chains don’t snap instantly—they stretch… then they tear. And now, that delay is collapsing. The shipments that masked the damage are drying up. What’s left is the reality underneath: reduced production, restricted movement, and a system that’s running out of buffer. The Strait of Hormuz: A Chokepoint With Global Consequences If you want to understand how fragile this system…
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