• Asks if the live map of Strait of Hormuz is the most important stock chart for global markets.
    Brian
  • Helima Croft
    Agrees 100% that Strait of Hormuz is critical. Oil fell today because of Trump's announcement about sovereign guarantees for insurers.
  • Questions whether Trump's plan will materialize since the headline moved the market.
    Brian
  • Helima Croft
    Sovereign backstop is necessary but questions if Trump's plan is sufficient. We'll see in next couple days if it was just to calm markets or if there's real work done.
  • Notes additional disruptions: Iranian missiles hitting Qatar Energy, and questions Qatar-Iran relations.
    Brian
  • Helima Croft
    Confirms LNG is shut in at this point.
  • Asks if China will pressure Iran since China buys most Iranian oil.
    Brian
  • Helima Croft
    China has been aggressively stockpiling commodities for past year, which helped prevent oil price collapse.
  • Notes Helima's CIA background and suggests Chinese cannot be happy about current disruptions.
    Brian
  • Helima Croft
    Chinese aren't necessarily happy with commodity disruption, but questions if they saw this coming.
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