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  • 15 hours ago
The International Energy Agency has declared the Strait of Hormuz closure the largest oil supply disruption in the history of the global energy market, with approximately 20 million barrels per day now blocked from reaching world markets. Brent crude is above $109 per barrel, US diesel has topped $5.45 per gallon, and jet fuel costs have more than doubled. Beyond fuel, Gulf fertiliser shortages are now threatening US corn and grain yields into 2027.

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00:00What is happening in the Strait of Hormuz right now is not just a regional conflict.
00:04It is the largest oil supply disruption in the history of the global energy market,
00:09and the International Energy Agency says it has never seen anything like it.
00:14Since Iran effectively closed the strait five weeks ago,
00:17approximately 20 million barrels of oil per day have been blocked from reaching global markets.
00:22Oil tanker traffic, which once numbered hundreds of ships per day, has dropped to near zero.
00:28The ripple effects are catastrophic.
00:31Brent crude is above 109 ton per barrel.
00:34Diesel has topped 545 a gallon in the United States.
00:38Jet fuel is more than double its pre-war price, forcing airlines to cancel routes.
00:43But it is not just fuel.
00:45The Gulf region produces nearly half the world's urea, a key component of fertilizer.
00:50With that supply gone, U.S. corn and grain yields for 2027 could plummet.
00:55Food prices are already rising.
00:58Qatar has declared force majeure on all LNG contracts.
01:02Qatar Energy says restarting gas production after the war ends will take weeks at minimum.
01:08The IEA calls this the greatest global energy security challenge in history.
01:12aze the outside movie will take days and industry.
01:13To be continued...
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