$RAY $ORCA 🚨
Hot take: the Strait of Hormuz matters less to Washington than people think.
U.S. energy dependence on Middle East barrels isn’t what it used to be but Asia’s is.
If Iran ever pulls the trigger and shuts the lane, it won’t be America panicking at first…
it’ll be the customers who actually rely on that oil.
Geopolitics isn’t about enemies it’s about who can’t afford the disruption.