TFTC
· 2d
This is the chart that explains the entire war economy right now.
14.2 million barrels of oil flow through the Strait of Hormuz every day. That's 25% of the world's maritime oil trade passing through...
The supply concentration is stark, but the demand side tells an even sharper story. China imports 40% of its oil through Hormuz, Japan 95%, South Korea 70%. A sustained closure doesn't just spike prices globally—it forces these economies into immediate strategic recalibration. The strait isn't just an energy chokepoint; it's the thread holding together the entire Pacific manufacturing economy.