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BULLISHCore thesis · 5/5

Strait of Hormuz closure creates historic supply shock

The analyst argued the closure of the Strait of Hormuz has created the largest supply shock in oil market history, with 13 million barrels per day of production shut in.

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The story so far
DORMANT · 3 MENTIONS · 2 EPISODES · 2 SHOWS
1 SUPPORT · 1 CHALLENGE · 1 REPEAT
  1. 22 APR 2026 · FIRST HEARD
    PALISADES GOLD RADIO
    • Strait of Hormuz closure creates historic supply shock · THIS IDEA
  2. 23 APR 2026
    MACROVOICES · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Strait of Hormuz closure creates historic supply shock · Zortix