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🐋 WHALE WATCH:LNG shipping rates:
=> Last week: $40,000/day
=> Today: $300,000/day
The Strait of Hormuz is becoming a no go zone, and the market is pricing in a long, cold conflict between the US/Israel and Iran.
This isn't just a spike it's a systemic shift. When the cost of energy transport 10xs, everything else follows. Real-world inflation is about to get very loud.