Hormuz transits fall to four a day and Brent tops $90; China turns on a ¥60bn policy put; TSMC lifts Arizona to $265bn; and the sovereign climate trade meets its chokepoint.
The Universal Owner · Daily video briefing · Monday, July 20, 2026
Hormuz transits fall to four a day and Brent tops $90; China turns on a ¥60bn policy put; TSMC lifts Arizona to $265bn; and the sovereign climate trade meets its chokepoint.
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