The Petrodollar Cracks, the Skyscraper Stalls, and the Commodity Firestorm
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- May 9, 2026
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- Last updated
- May 10, 2026
Discusses Mark Thornton opens this episode with a strategic assessment of the war's economic fallout: not the …
Summary
Mark Thornton opens this episode with a strategic assessment of the war's economic fallout: not the headlines, but the second- and third-order effects that are only now becoming visible. Oil production facilities across the Gulf have been destroyed, disrupted, or shut down, and restarting them is not a matter of flipping a switch. Some older wells will ne…
Show notes
Mark Thornton opens this episode with a strategic assessment of the war's economic fallout: not the headlines, but the second- and third-order effects that are only now becoming visible. Oil production facilities across the Gulf have been destroyed, disrupted, or shut down, and restarting them is not a matter of flipping a switch. Some older wells will need to be redrilled entirely. Meanwhile, the disruption to fertilizer production threatens the next crop season and potentially longer-term food