EP 9: The Hormuz Blockade Is a Far Bigger Crisis Than Anyone Is Admitting
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EP 9: The Hormuz Blockade Is a Far Bigger Crisis Than Anyone Is Admitting
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Day 17/100
Today I wrote something that I honestly couldn't stop thinking about.
India imports nearly 88% of its crude oil. A massive chunk of that flows through the Strait of Hormuz, which is just a 33 km choke point that the US is now effectively blockading.
And most of the market conversation is still treating this like background noise.
But here's what I think is being missed, as this isn't just an oil price story. The second order effects on LPG supplies, fertilizers, the rupee, and inflation are real, and they're starting to show up. The question isn't whether India gets hurt. It's which sectors feel it first and how deep it goes.
I spent few days digging into the numbers and wrote a full breakdown on Substack - who's exposed, what the realistic scenarios look like, and why India's strategic reserve cushion isn't as comforting as it sounds.
Would love to hear what you think.
https://open.substack.com/pub/spicapitalresearch/p/indias-oil-trap-the-hormuz-blockade
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#India #MacroEconomics #OilMarkets #HormuzCrisis #IndianEconomy