블로그
- Hormuz tanker traffic climbs to 25% of prewar level More ships going out than coming in means supply constraints could continue The number of tankers passing through the Strait of Hormuz in the week since the U.S. and Iran signed a memorandum of understanding
- Chipflation Micron’s blowout results this week underscored the shift, with customers locking in $22 billion of supply of its memory chips in a sign of tightening markets and rising pricing power.