diagnosis
He argues that closing the Strait compounds a supply-chain shock beyond petroleum because helium, fertilizer, sulfuric acid, and energy-intensive manufacturing inputs are also disrupted.
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Supply_chain
He argues that closing the Strait compounds a supply-chain shock beyond petroleum because helium, fertilizer, sulfuric acid, and energy-intensive manufacturing inputs are also disrupted.
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Timestamped Evidence
Transcript
"So it's not just oil that's being destroyed. It's something like about 30 % of the world's helium supply. It's something of the 30..."
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"So he'd pick something where there was going to be an underreaction like, for example, what's going to happen to the British pound with..."
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"...world is, you know, washing oil and gas. This is a supply chain problem because the Strait is being shut down. And the world..."
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"...for growth overall there have been so far limited signs of supply chain disruption both globally and in the euro area but local tensions..."
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"...the global economy. We use something called a just -in -time supply chain system. So there's very little inventory. There's very little resilience. The..."
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Relevant Lectures And Readings
Reading
Jiang reframes Hormuz disruption as a production-system collapse and argues that escalation incentives make the Iran conflict a political-economic choke point beyond price shocks.
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