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2026-04-17 10:11:50

3. THE PAIN IS ASYMMETRIC — ASIA BEARS IT MOST

Only 2-5% of Hormuz oil goes to the U.S.
75% goes to 4 Asian economies: China, India, Japan, South Korea
🇨🇳 China alone imports 11M barrels/day from the Middle East
For America: price inconvenience
For Asia: potential supply crisis

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