Dave Ernsberger 5.0 1 idea

Speaker stated the true impact of the Strait of Hormuz closure "will not be felt around the world until April 10" due to 40-day shipping lags, creating a "delayed effect" and "multiphase event." Physical markets are tight now, but futures markets will react later as the pipeline of crude from the Middle East runs empty for key Asian importers. This suggests a second wave of price pressure and volatility is imminent. WATCH because the market is in a volatile, multi-stage shock where the full supply/demand dislocation is not yet priced in, representing a critical near-term risk. A swift diplomatic resolution and reopening of the Strait occurs before the delayed impact materializes.