X @Joe Consorti
Joe Consorti ⚡️·2026-05-06 18:53
Hormuz isn't an oil shock. It's an inflationary input layer reset for the global manufacturing economy.Oil moves first, in days. Diesel in weeks. Fertilizer in weeks to months. Food soon after.The market is pricing wave one. The other three are already locked in. https://t.co/HJFMeARh4n ...