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The Crisis Hidden Inside the Iran War

Patrick Boyle

Take your personal data back with Incogni! Use code BOYLE at the link below and get 60% off an annual plan: https://incogni.com/boyle Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the President will 'TACO out' of the conflict, the real story is unfolding in the commodities that never make the headlines: LNG, helium, fertilizer, and aluminium. With the Strait of Hormuz effectively closed, Qatar's liquefaction plants in ruins, and Oxford Economics e