Why the U.S. Didn’t Bomb Kharg Island | Fernando Valle on Oil Shock Risk
Description
In this explosive clip from Buy Hold Sell, Fernando Valle, CFA, Head of Energy at Hedgeye Risk Management, reveals the critical importance of Kharg Island—Iran’s main oil export terminal responsible for over 1.3 million barrels per day.
Valle explains why bombing Kharg would be a point of no return, potentially triggering Iran to shut down the Strait of Hormuz, and why the U.S. and Israel have avoided that move… so far. With only 1.5% of global oil coming from Iran, Fernando warns that a direct hit could lead to double-digit oil price spikes and the collapse of the Iranian state, not just its government.
🎥 Watch the full episode of Buy Hold Sell:
Fernando Valle on Oil Crash, AI Energy, Strait of Hormuz & Cease‑Fire
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