ME War – What Moves Matters.
This report measures disruption from the Gulf and Red Sea combined. Despite already being disrupted the Red Sea can add a lot more in terms of energy, freight costs, food, fertilizer and metals. This will be an inevitability if President Trump escalates the war with actions like seizing Iranian territory.
What the current (April 2) shipping figures show is that there is NO, but NO, relief in terms of supplies of energy supply transiting the Straits of Hormuz to global markets. QS shipping data will allow you to follow this daily through our WhatsApp services.
The data also shows that all of the 4-5 ships that transit the Gulf of Hormuz daily in both directions are doing so by complying with the Iranian shipping lanes and toll booth around Lark Island. Defeated in War, Iran is emerging as strategically more powerful than when it began with its Twin New Nukes being control of the Gulf and Bab-el-Mandeb.
The Wealth Preservation Portfolio has been updated to reflect increased and altered exposure to "hard" safe haven assets. It is given at the end of this report.
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