Antonio De Pinho breaks down three overlapping oil supply shocks - Russia, Hormuz, and China - driving the diesel and jet fuel crisis, and names some emerging energy winners.
The fact that the Strait of Hormuz was closed is an important event because until it happened, it was always something that the world didn't put very high probability that would happen.
De-globalization is an important concept that deserves a discussion and addressing.
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Antonio De Pinho - So the world is talking about the conflict in the Strait of Hormuz, but it's really not about that. We do believe it's about three overlapping, shockwaves that the world is feeling right
