500+ tankers trapped. 7-8M barrels/day cut from global supply. $25B+ infrastructure damage. The Strait of Hormuz blockade isn't just a regional conflict—it's a systemic shock to energy markets with cascading effects across logistics, inflation & corporate credit. Analysis: https://post.kapualabs.com/52su64nn #Geopolitics #EnergyMarkets #GlobalTrade #SupplyChain

Your rising grocery bills connect directly to geopolitical conflict in shipping lanes. This 'siege upon the sea-lanes' transmits through war-risk insurance premiums and supply chain disruptions. Analysis breaks down the transmission mechanisms. https://post.kapualabs.com/5xasruza #Geopolitics #Inflation #GlobalTrade #Energy

Geopolitical conflict in the Strait of Hormuz is disrupting global fertilizer markets, with urea prices surging 27% in a week. As Gulf states control 43-49% of global supply and Qatar halts exports, this crisis threatens spring planting and food security worldwide. Analysis: https://post.kapualabs.com/4w844sjk #Geopolitics #FoodSecurity #Agriculture #GlobalTrade

Critical analysis: Iran is monetizing control of the Strait of Hormuz (21M barrels daily) with a reported $2M transit fee, potentially generating $50M daily revenue. This shifts energy security from military to economic leverage. Full assessment: https://post.kapualabs.com/25w76k64 #Geopolitics #EnergySecurity #StraitOfHormuz #GlobalTrade

Why Houthi drone attack on Israel signals a wider escalation in West Asia tensions https://english.mathrubhumi.com/news/world/why-the-houthis-strike-now-and-what-it-means-for-war-and-global-trade-b441js6a?utm_source=dlvr.it&utm_medium=mastodon #Houthis #RedSea #MiddleEast #IranConflict #GlobalTrade

Iran is no longer just harassing ships in the Strait of Hormuz—it's building a formal, monetized control regime. Our analysis reveals how yuan-denominated transit tolls and tiered access are reshaping global energy markets and challenging freedom of navigation. https://post.kapualabs.com/3fnzenys #Geopolitics #MaritimeSecurity #EnergyMarkets #GlobalTrade

How a single waterway's closure threatens global energy security: Iran's Strait of Hormuz shutdown has triggered a 22-nation naval response, exposed Asian energy dependence, and fragmented LNG markets. Strategic analysis: https://post.kapualabs.com/ycx4bnxh #Geopolitics #EnergySecurity #StraitOfHormuz #GlobalTrade