The Great Simplification with Nate HagensThis War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory JohnstonThe ‘Air Pocket’ After Last Tankers
18:04–19:09 · 65s
Rory breaks down voyage times and how, once pre-war ships finish deliveries, a gap appears like a ‘floating pipeline’ suddenly full of air—triggering stock draws.