Tp4 goes to the outside yea?
The outside people neither appreciate nor understand what's about to happen to them.
Latest Kpler projections, only 45% output will be operational in hormuz in the "Impossible" situation that the war ends tomorrow.
AFTER THAT, oil will stay at $100+ INDEFINITELY. (Current realworld price for PHYSICAL barrels of oil is $150-175) This is different from the futures market, that number is the future, which is discounted, it's not real oil.
Who will pay for repairs in the Gulf States, who will come up with the money, who would INSURE reconstruction.
The FIRST replacement boat won't hit the water for 2-3 months after wars end, IF it even ends.
The 'Muririikan oil reserve, which we've been SELLING on the open market to keep prices down, runs dry END OF JULY.
In all likelihood, geo-strategically Hormuz will never recover to 100%.
Without Petr0D0llr recycling, 'Muririrkan stonks and MORE IMPORTANTLY, BONDZ, Go Pooooooof.
The entirety of Europe is already hitting the poor house, without oil, it might as well be the Stone Ages.
Without CHEAP energy access, they will DE-INDUSTRIALIZE, as not a single one of their industry is cost competitive.
They're hell bent on atkn' Rvssss 1a. OK.... sure, Rvsss just said, no more gas for Europe. , Rvsss 1a also lining up Oresniks to TEST the Article5 resolve.
Ur00p were getting Hormuz gas before, alot of that output Capacity has been blown up too, and repairs are in the 3-5 year ball park.
Imagine having to close a factory for 3-5 years. You think the owners can handle ANY interest payments with 0 revenue for 3-5 years?
In principle, yea, everyone can go on vacation, as they eat at the breadline everyday and then back to their Tents at night. This could be fun, you don't know, alot less showering, one would imagine.
