Keep pulling the thread on Fishman.
The US dollar serves as an economic choke point as it is used in 90% of all foreign exchange transactions.
China refines 90% of the global supply of rare earth minerals, creating a significant economic choke point.
Prior to the recent conflict, 20% of the global oil and gas supply transited through the Strait of Hormuz every day.
For the first time since 1995, Iran is able to sell oil directly to the United States and use the American financial system to collect payment.
Iran's attacks on a small number of commercial vessels with cheap drones and missiles successfully altered the risk calculus of the entire global shipping industry.
Iran is institutionalizing its control over the Strait of Hormuz by charging ships up to $2 million for passage.
Based on a pre-war transit volume of 140 ships per day, Iran could generate approximately $100 billion in annual revenue by controlling the Strait of Hormuz.
Iran possesses enough fissile material to build 10 nuclear bombs but has not yet weaponized it.
The Islamic Revolutionary Guard Corps (IRGC) is now the dominant power within Iran's government and is actively seeking to develop nuclear weapons.
The Iranian regime killed at least 10,000 of its own citizens who were peacefully protesting earlier this year.
Fishman predicts that the next major geopolitical choke point will be clean energy technology, including electric vehicles, batteries, and solar panels, due to China's control over these supply chains.
Iran is disrupting global shipping using drones that cost approximately $20,000 to $30,000 each.