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🚨 The real risk in this war isn’t bombs — it’s oil.
The key chokepoint is the Strait of Hormuz, where ~20 million barrels of oil/day (≈20% of global supply) pass through.
If disruption continues: • Oil supply tightens → prices surge
• LNG exports, especially from Qatar, get hit
• Energy costs rise across China, India, Japan, and South Korea
The result: higher inflation, delayed rate cuts, and global market volatility.
⚠️ History shows many economic slowdowns start with energy shocks.