Even if the Strait of Hormuz returns to normal operations immediately, the impact on agricultural supply disruption is not over because the supply chain damage is already baked in from the weeks of closures.
causalpending
Speaker
Unidentified Speaker — Why the Food and Energy shock will outlast the War — and ho… [x3eUAWjvXl0]Evidence Quote
“even if it does open up...the impact is not over because...the real problem comes six to nine months down the road from now when we get into a potential agricultural shortage and depletion um situation”
Source
Why the Food and Energy shock will outlast the War — and how You can position for it— Brent Johnson Milkshakes Pod | Investing • FinanceCreated: 8/12/2026, 10:20:37 PM
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