Miner Company
The Uncomfortable Rerun: My COVID Supply Chain Playbook Closed In 2022 (Hormuz Just Reopened It)
The Hormuz closure is not an oil story—it is a four-act supply chain crisis, and the market has only priced Act One. COVID taught us that the best trades arrive in the lag: freight reprices first, then fertilizers, then food.
The Hormuz closure is not an oil story—it is a four-act supply chain crisis, and the market has only priced Act One. COVID taught us that the best trades arrive in the lag: freight reprices first, then fertilizers, then food.