The Petrodollar Cracks, the Skyscraper Stalls, and the Commodity Firestorm
Mark Thornton opens this episode with a strategic assessment of the war's economic fallout: not the headlines, but the second- and third-order effects that are only now becoming visible. Oil production facilities across the Gulf have been destroyed, disrupted, or shut down, and restarting them is not a matter of flipping a switch. Some older wells will need to be redrilled entirely. Meanwhile, the disruption to fertilizer production threatens the next crop season and potentially longer-term food prices worldwide
Mark also provides a skyscraper curse update: the Jeddah Tower, once expected to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.