Our GeoNote series has mapped the Iran war, the ceasefire, the molecular shock, the new Hormuz toll regime, the paper-physical divergence, and the equity-market mechanism — one continuous analytical thesis built phase by phase. What remains unmapped is the timeline on which the crisis stops being a market event and becomes a household one. Reserves do not run out globally — they run out unevenly, country by country, commodity by commodity. The household crosses the gap on its own balance sheet.
Tag Archives | demand destruction
