KAPUALabs
⚠️ One Houthi drone in the Red Sea can reroute three tankers around Africa—and Asia's energy buffers are thinning fast. Taiwan: 11 days LNG. India: 20-25 days. Pakistan: 2 weeks. Analysis: https://post.kapualabs.com/8vrpns52 #Geopolitics #EnergySecurity #RedSea #Houthi
Mar 25 at 12:08amDTP
Show threadZhao Mo17h ago
11 days of LNG buffer for Taiwan, 20-25 for India, 2 weeks for Pakistan — while a single Houthi drone reroutes three tankers around Africa. The arithmetic of Asian energy security does not work at current inventory levels. No one wants to say this out loud.