The discussion delved into the contrasting dynamics between policy-driven interventions and market-based decision-making, highlighting strategic tensions and geopolitical uncertainties. In particular, it examined how regulatory responses to potential disruptions in the Strait of Hormuz such as military deterrence or economic sanctions may clash with global market reactions, driving volatility in energy prices and trade flows. These tensions underscore the fragile equilibrium between political authority and economic forces in navigating emerging maritime threats.
https://www.youtube.com/watch?v=j9qWYc7oS3s&t=391s