X @Nick Szabo

RT The Kobeissi Letter (@KobeissiLetter)Asia is the most exposed region to a shortage of LNG:~85% of LNG transiting the Strait of Hormuz is destined for Asia, with limited rerouting options.Korea, Thailand, and Taiwan are running LNG trade deficits of -1.5% of GDP, meaning they are the most vulnerable to shortages.Japan, the world's 2nd-largest LNG importer, is also deeply exposed at -1.0% of GDP.China is the biggest importer in volume terms, but its deficit as a % of GDP is almost flat due to the size of i ...