Geopolitical tensions are heating up, and energy supply has become the focus
Trump said the U.S. would “fully control” the Strait of Hormuz—this move is pretty tough. On the Iranian side, even oil leaks have drifted to the Oman coast. Cleanup is underway, but war-related risks have still pushed freight rates for oil through the roof.
Ukraine isn’t idle either. In the dead of night, drone attacks hit Russia’s key Black Sea port of Novorossiysk—a place that’s a major route for Kazakhstan’s crude oil exports. Daily earnings for tankers have surged to $440,000, the highest since 2008.
$BTC has held up fairly well in the face of geopolitical risk these days, but once this kind of macro-level supply risk starts to build, volatility in energy prices will inevitably ripple through the entire market. Don’t think it’s fine just because nothing’s happened yet—black swans are already lurking.
#BTC #地缘政治 #能源危机 #黑海 #Macro
NFA DYOR
Trump said the U.S. would “fully control” the Strait of Hormuz—this move is pretty tough. On the Iranian side, even oil leaks have drifted to the Oman coast. Cleanup is underway, but war-related risks have still pushed freight rates for oil through the roof.
Ukraine isn’t idle either. In the dead of night, drone attacks hit Russia’s key Black Sea port of Novorossiysk—a place that’s a major route for Kazakhstan’s crude oil exports. Daily earnings for tankers have surged to $440,000, the highest since 2008.
$BTC has held up fairly well in the face of geopolitical risk these days, but once this kind of macro-level supply risk starts to build, volatility in energy prices will inevitably ripple through the entire market. Don’t think it’s fine just because nothing’s happened yet—black swans are already lurking.
#BTC #地缘政治 #能源危机 #黑海 #Macro
NFA DYOR