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Lakshmi Sreekumar
@LSREnergy
It's not that serious. Lighten up already. Oil. Macro. Geopolitics. I don’t have a blog, newsletter or substack.
加入 July 2026
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The WSJ lays out what keeping Gulf oil flowing actually involves: -50,000 US troops, 20 Navy ships, two carriers across the region. -$2–3 Billion USD/month or 67-100 Million USD/day above normal military spending -Aircraft, warships and crews under mounting strain. -Some US officials see the situation as untenable without more international help. Coalition efforts have failed.
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