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As the Strait of Hormuz blockade chokes 20% of global energy flows, a stark bifurcation has emerged in the markets. While Asian oil imports hit 10-year lows and regional natural gas prices surge over 100%, US domestic gas producers face negative pricing due to infrastructure bottlenecks. This episode analyzes Trump’s new naval escort mission, the collapse of the Thyssenkrupp-Jindal steel merger, and India’s surprise return to the global wheat market following a record harvest.

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