The point is it doesn’t take giant tankers going through the Strait of Hormuz to move this volume. It could be handled by tanker trucks going to Suez….

This has nothing to do with transport. Iranian drone strikes disabled a Qatari helium _production_ facility.

You should be able to make a killing placing commodity bets right now, because you have such crystal clear vision for the causal chain currently underway

What are your top positions? You will never need to work again!