2026.04.01 | Hormuz Blockade: 12M Barrels Lost & The US Grid Crisis

A catastrophic convergence is underway as the 33-day closure of the Strait of Hormuz collides with devastating domestic power outages and massive cyberattacks. We break down this unprecedented systemic stress test, exploring how the loss of 12 million barrels of oil a day is driving gas toward $6 a gallon just as severe storms cripple local power grids across the US. Compounding this physical supply chain crisis, we analyze the terrifying 21-day recovery of global manufacturer Stryker from an Iranian-linked cyberattack, proving that under-defended critical infrastructure is dangerously exposed. Tune in to learn how to prepare for impending fertilizer and food inflation, and how to build a crucial three-week physical resilience plan before these compounding global shocks fracture your daily operations.