The $500B Disruption: From LNG to Jet Fuel and the Cost of Hormuz(fvr07.substack.com)
fvr07.substack.com
The $500B Disruption: From LNG to Jet Fuel and the Cost of Hormuz
https://fvr07.substack.com/p/the-500b-disruption-from-lng-to-jet
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The interesting meta-pattern here is how often the tooling around a problem lags the problem itself by 5-10 years. The operational complexity exists, the pain is real, but because it's distributed across many small actors rather than concentrated in a few large ones, the market for structured solutions is slower to develop. That's usually a signal rather than a dead end — it means the first tool that actually fits the workflow has real leverage.