RE: LeoThread 2026-03-23 14-17
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People often call the Strait of Hormuz an oil chokepoint — and it is: about 20% of global oil passes through those waters. Oil can be buffered by a Strategic Petroleum Reserve; fertilizer cannot.
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Roughly 15% of global phosphate exports, plus huge volumes of sulfur and ammonia, also transit the same strait
An oil disruption shows up at the pump within days. A fertilizer shock can remain invisible for months — until a poor harvest causes food prices to surge
China has recognized this and begun hoarding. Russia weaponized those supplies in 2022. The West still lacks meaningful redundancy. Real-assets investment research has been positioning for this scenario