Karsten SchmidtRE: https://mastodon.social/@urlyman/116232505890032336
If you're reading only one thing today, let it be this thread below, connecting the Straight of Hormuz with the recursive risks & dependencies to fertilizers, food safety, energy, minerals, EV & AI build out, asymmetric military spending (also just saw another related report about US stockpile depletion in Financial Times) etc.
Jonathan Schofield