u/Prince_reaper13

The author argues the Strait of Hormuz disruption has cut daily ship traffic to single digits, and with only 3.5-5.5M bpd of bypass pipeline capacity, most Gulf oil and LNG flows cannot be rerouted, keeping energy pricing elevated and volatile. NextNRG (NXXT), already at ~$81.8M revenue, is claimed to benefit because higher fuel pricing flows directly into its top line if volumes hold. The stated catalyst is the ongoing Hormuz flow tightening and multi-week tanker backlog clearing; the main risk implied is that volumes may not hold.