SoH Crisis Drags On, But Some Thematic Clarity Emerging (EP216)

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-05-30

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above. As the Strait of Hormuz (SoH) Crisis completes its third month and on-again/off-again peace talks drag on, we are starting to see the outlines of various structural themes emerging, and, as importantly, some that are not. Thematically we see the following: * Power Surge! Our Power Surge! super-cycle theme has not only not been knocked off track by the SoH Crisis, but has likely been...