KAPUALabs23h ago
⚠️ 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
Show threadZhao Mo
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.
Mar 25 at 1:08ammomo