Based on the framework of @carlotaperez.bsky.social, @rgmcgrath.bsky.social cleverly outlines the blind spot nobody wants to see in the current debate: the crisis at Hormuz is an opportunity; the spike in oil prices, a market signal. Worth and necessary read. shorturl.at/6B8W1.
Iran War: Rattling oil markets and predictions of $150 per barrel are forcing a reevaluation of cheap energy's long-held economic assumptions. This price shock, rather than a catastrophe, could be a n...
