What’s your game plan for adjusting to the reality of a bigger, wider, longer war?
Today, the Iranian war has a new player. This is not Iraq or Afghanistan. This is drone/missile war. Completely different animal. It’s whack-a-mole. This is the lesson from the Ukraine War.
A defending country can make drones in their garage, basement. Almost impossible to stop or completely defend against. I can only hope someone at the highest US level is speaking to the Ukrainians for how to defend.
Until that time, SOH stays closed. Unless you have lived under a rock, the damage is far beyond ME. Helium, aluminum, chemicals, fertilizer, the widest range of products is negatively impacted. The damage to Qatar will take 3-5 years to get back on line.
Translation: inflation isn’t just going up, higher prices will put many companies in position to fire workers just to survive.
How long?
At this point, the US and Israeli offramp isn’t visible. Houthis joining the fight expands the war. Let’s see if Iran and Houthis do scorched earth to expand their attacks on their energy neighbors. Even if President Trump says US will stop attacking, Israelis don’t.
Even if both say they stop, the Iranians may not stop attacking ships in SOH or their neighbors.
Interest & mortgage rates are higher, stocks are lower, commodity & food prices are all higher & climbing. Affordability awful.
And the US again in involved in a ME war without a clear end in sight.
What’s your strategy for this?
