“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital
Other People's Money with Max Wiethe
Military pathway to reopen the Strait by May
She outlines why May is the earliest feasible military timeline and the complexities of mines and drones.
Learn more about Teucrium’s CORN ETF (CORN) here: https://teucrium.com/corn
Nadia Martin Wiggen, Director at Svelland Capital joins Other People’s Money for a timely update on energy and shipping markets in light of the “5-day pause” Truth Social post that sent equity markets ripping higher and oil prices dipping lower. She explains why Svelland Capital believes May is the real timeline for controlling the Strait, how refining margins and refined product hoarding create a persistent bid for oil and gas, and how global energy supply chains have shifted with many ships sailing well outside of typical trade routes in their quest for alternative sources of oil. She also touches on how a protracted crisis would harm Asia, Australia, and emerging markets the most.
Svelland Capital: https://www.svelland.com/
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This episode is sponsored by the Teucrium Corn Fund (CORN). Download our free eBook, "Why Investors Are Increasingly Turning to Commodity ETFs," to explore the macro forces shaping commodity markets today. Download the eBook: insights.teucrium.com/why-investors-turning-to-commodity-etfs CORN Fund Page & Prospectus: www.teucrium.com/corn
This material must be preceded or accompanied by a prospectus. The prospectus is available at https://teucrium.com/corn. Investing involves risk, including the possible loss of principal. Commodities and futures generally are volatile, and instruments whose underlying investments include commodities and futures are not suitable for all investors. Past performance does not guarantee future results. For further discussion of these and additional risks associated with an investment in the Funds please read the respective Fund Prospectus before investing.
CORN, CANE, SOYB, and WEAT are commodity pools regulated by the Commodity Futures Trading Commission (CFTC). The Funds do not track the spot price of corn, sugar, soybeans or wheat. These Funds, which are ETPs, are not a mutual fund or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and are not subject to regulation thereunder. Teucrium Trading, LLC is the Sponsor for CORN, CANE, SOYB, and WEAT. PINE Distributors LLC is the Marketing Agent for CORN, CANE, SOYB, and WEAT and is not affiliated with Teucrium Investment Advisors, LLC and Teucrium Trading, LLC.
Timestamps:
00:00 Intro
00:46 Reaction to Trump Announcement and State of the Strait
01:57 Strait Reality Check
05:53 Oil Flows and Bottlenecks
09:32 Asia Scrambles for Supply
12:55 China Refined Export Ban
14:01 Demand Destruction Thresholds
15:05 Military Path to Reopen
17:09 CORN Mid Roll
18:46 New Oil Price Floor
21:28 Broader Market Repricing
25:06 Shipping Rates and Europe Pull
27:33 Export Bans and Hoarding Spiral
30:11 US Refining Edge and Australia
34:37 LNG Shortfall and Europe Risk
41:00 Long Term Diversification
41:33 Trading Signals and Logistics
45:16 Most Vulnerable Products
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