TYB!!!

Interesting part of Suez that nobody is talking about is how it impacts the financial industry. Not just trade!!

https://www.investopedia.com/terms/s/supply-chain-finance.asp

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/supply-chain-finance-grows-amid-pandemic-but-faces-stark-risk-warnings-58841608

https://www.gfmag.com/magazine/february-2020/worlds-best-supply-chain-finance-providers-2020

SCF is a big (and growing) industry, basically how can we leverage assets to make more assets by making "easy" bets (betting that the spice will flow seems pretty safe, nobody thought the Suez was gonna get blocked lol)

Lots of debt instruments gonna default or somethign I don't know how it works but the Suez situation would seem to be somewhat of an act of God that would fuck the system up pretttttttttttyyyyyyy bad.