March 20, 2026
Creating a big impact from a little known commodity, the Iran War is creating a sulfur squeeze that will have a massive ripple.
Creating a big impact from a little known commodity, the Iran War is creating a sulfur squeeze that will have a massive ripple.
Following the path of natural gas consumption and production, we can start with the U.S., Qatar, and Australia but that is just a beginning.
The unintended consequences of the Iran War become obvious when we look at urea production and American farmers.
Strait of Hormuz delays have not only affected oil and petroleum poducts but also a slew of other crucial lesser known commodities.