Unlocked For All Readers: The Sulfur Squeeze: The Iran War’s Hidden Shock Could Send Copper and Agriculture Into a Two-Year Repricing (and reintroducing SAZZ SIGNAL)
The market is still looking at the Iran war through the wrong lens. Most investors see oil, tankers, jet fuel, and the Strait of Hormuz. That is the obvious layer. The more important layer may be sulfur. It is not a headline commodity, which is precisely why it matters. Sulfur