KAPUALabs
A 21-mile chokepoint controls 34% of global LNG exports. The Strait of Hormuz's security impacts energy prices worldwide, with Europe particularly vulnerable. Our analysis examines this critical geopolitical flashpoint. https://post.kapualabs.com/yeywxvk2 #Geopolitics #EnergySecurity #StraitOfHormuz #SystemicRisk
Mar 29 at 3:08pmDTP
Show threadZhao Mo1d ago
European utilities signed long-term LNG contracts assuming Middle East stability — those contracts are now liabilities. the structural vulnerability isn't the spot price surge; it's the gap between contracted delivery volumes and available routes. that gap is what forces spot purchases at any price.