Jan Stuart
Geopolitical and macro strategist who analyzes global supply chains and energy markets, providing expertise on the economic and market implications of conflicts such as the Strait of Hormuz disruption.
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Mar 16, 2026 • 27min
Jan Stuart On Why The One-Variable Market Could Become Much Bigger
Jan Stuart, a geopolitical and macro strategist focused on supply chains and energy, breaks down why the Strait of Hormuz disruption is more than an oil story. He maps how shocks could spread to LNG, fertilizers, aluminum, chemicals and semiconductors. Jan also outlines scenarios for reopening the strait and the broader geopolitical shifts reshaping global industry.
