How to Hedge Against Strait of Hormuz Oil Disruptions
The Strait of Hormuz handles roughly 20 million barrels of oil per day, a significant share of global oil flow.
AI Infrastructure & Semiconductor Demand
AI workloads are driving demand for advanced semiconductors, with Micron reporting HBM gross margins above 71% and Broadcom’s AI chip gross margin at 65.66% versus Marvell’s 50.64%, indicating pricing power.
Defense & Aerospace
India’s space industry is projected to grow from $9 billion to $44 billion by 2033, driven in part by privatization of launch services and the planned Bharatiya Antariksha Station.
Regulatory & Compliance Challenges
India’s Digital Personal Data Protection Act introduces strict consent and data‑localisation requirements that increase compliance costs for fintech firms.
Speculative Opportunities
Oklo is advancing nuclear reactor development with DOE support, and deep‑sea mining projects aim to supply critical metals.