First came the war. Then came the blockade. Now come the shortages. The tankers full of essential commodities — oil, liquid natural gas, urea, refined oil products, hydrogen, helium and so forth — have not sailed through the Strait of Hormuz since the end of February. Those that left before the closure have mostly arrived. From now on, the shipments that did not leave will increasingly be missed. As inventories are also drawn down, we will move into an era of physical shortages.
首先是战争。然后是封锁。现在则是短缺。自2月底以来，没有大型油轮满载石油、液化天然气、尿素、成品油、氢气、氦气等必需品通过霍尔木兹海峡。封锁前已启航的船只大多已经抵达目的地。从现在起，那些未能启航的货物将愈发遥遥无期。随着库存也逐渐消耗，我们将进入实物短缺的时代。
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