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Oil, Markets & the Strait of Hormuz: How Long Can This Last?
Markets remain on edge as the Strait of Hormuz stays largely closed, oil prices climb, and global supply chains face growing strain.
Chuck Zodda and Mike Armstrong break down what actually matters right now: physical supply disruptions, rising energy costs, and the ripple effects beyond just gasoline prices.
In this hour:
Why an oil shock isn’t just about oil
What a prolonged Hormuz closure could mean for inflation
The real risk to plastics, fertilizer, and global manufacturing
Why markets may still be underpricing supply-chain damage
China’s trade probes ahead of a key summit
And how rising…
The skinny
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