Markets Can’t Move Geography
23:54–25:15 · 81s
Ziemba explains why pipeline workarounds help only partially: capacity limits, vulnerable infrastructure, and concurrent Red Sea risks mean the market can’t just "route around" Hormuz.
23:54–25:15 · 81s
Ziemba explains why pipeline workarounds help only partially: capacity limits, vulnerable infrastructure, and concurrent Red Sea risks mean the market can’t just "route around" Hormuz.
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