The Great Simplification with Nate HagensThis War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory JohnstonEven Best Case Is Enormous
57:11–57:40 · 28s
Even with a swift reopening, Rory estimates up to a billion barrels of lost output this year—about ten days of global consumption—draining a huge share of working inventories.