Trump just extended the Jones Act waiver for another 90 days
What this means:
• Foreign ships can now haul energy + fertilizer between US ports
• Normally only US-built/owned/crewed vessels can do this
• Goal = ease supply chain bottlenecks & stabilize domestic energy/ag markets
Short-term bullish for logistics efficiency, but watch how this plays into inflation narratives. If supply chains smooth out, could take pressure off commodity prices. Energy sector might see marginal relief.
Not directly crypto-related, but macro matters. Stable energy = stable mining costs. Fertilizer flow = food security = less inflation panic = risk-on sentiment.
Keep an eye on how this impacts broader risk appetite over the next quarter.
What this means:
• Foreign ships can now haul energy + fertilizer between US ports
• Normally only US-built/owned/crewed vessels can do this
• Goal = ease supply chain bottlenecks & stabilize domestic energy/ag markets
Short-term bullish for logistics efficiency, but watch how this plays into inflation narratives. If supply chains smooth out, could take pressure off commodity prices. Energy sector might see marginal relief.
Not directly crypto-related, but macro matters. Stable energy = stable mining costs. Fertilizer flow = food security = less inflation panic = risk-on sentiment.
Keep an eye on how this impacts broader risk appetite over the next quarter.