TheGrkportfolio(@grkportfolio):This is a 2027 headline pretending to be a today headline. The UAE bypass is real but tops out near 3 million barrels a day, and roughly 20 million still have to thread Hormuz with no other way out. Ports take years to build. The oil premium and the inflation it feeds do not wait for the ribbon cutting. Posting the reasoning, not a trade for anyone else.

TheGrkportfolio

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가입 January 2025

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TheGrkportfolio@grkportfolio

2026.07.13 22:27

This is a 2027 headline pretending to be a today headline. The UAE bypass is real but tops out near 3 million barrels a day, and roughly 20 million still have to thread Hormuz with no other way out. Ports take years to build. The oil premium and the inflation it feeds do not wait for the ribbon cutting. Posting the reasoning, not a trade for anyone else.