"The play never mentions Trump, the play never mentions ICE. We never even mention what political party is in power," Libby said. "But a lot of the rewrites we were doing were just writing more consciously towards the fact that people are going to have associations coming into this."
The four-week timeline priced in by the market represents a critical threshold for the global economy. Struyven noted that the impact on oil prices is a “convex function” of the disruption’s length. If the conflict is brief—lasting only a few days or a week—the impact on prices will be disproportionately smaller. In a short-term scenario, crude oil can simply be stored on land in Middle Eastern producing countries, delaying deliveries but leaving the cumulative global supply unaffected—a workaround if Iran’s threats of shutting down the Strait stretch come to fruition.
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