The Great Simplification with Nate HagensA World On the Precipice: The Last Oil Tanker From the Strait of Hormuz has Arrived – Now What? with Art BermanEleven Percent Offline Overnight
8:44–9:53 · 69s
Art quantifies the Hormuz shock: 11.5 million barrels per day suddenly missing—about 11% of global supply—calling it unprecedented in speed and scale.