{"id":6593,"date":"2026-03-02T04:21:28","date_gmt":"2026-03-02T04:21:28","guid":{"rendered":"https:\/\/himdasun.or.id\/?p=6593"},"modified":"2026-03-02T04:21:30","modified_gmt":"2026-03-02T04:21:30","slug":"trimegah-economics-20260302","status":"publish","type":"post","link":"https:\/\/himdasun.or.id\/en\/2026\/03\/02\/trimegah-economics-20260302\/","title":{"rendered":"Trimegah Economics 20260302"},"content":{"rendered":"<p>Yield Hunter Diary<\/p>\n\n\n\n<p><strong>Supply Shock and the War<\/strong><\/p>\n\n\n\n<p><em>Dear Yield Hunter,<\/em><\/p>\n\n\n\n<p><em>The Iran shock is no longer just \u201cheadline risk.\u201d The Strait of Hormuz is a real operational chokepoint: the US EIA estimates flows through Hormuz averaged ~20mn bpd in 2024, roughly ~20% of global petroleum liquids consumption. That means even a partial disruption quickly turns into a global macro variable: inflation expectations, real rates, and risk-off positioning. But before we panic, let us begin with calm; This shock will likely be temporary until new consensus emerges.<\/em><\/p>\n\n\n\n<p><em>Please visit this&nbsp;<a href=\"https:\/\/drive.google.com\/file\/d\/1NVsgpLvUJl_xqnHmlUWBcgDch3kRRPsW\/view?usp=sharing\"><strong>link<\/strong><\/a>&nbsp;to view the full version of this report.<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>Yield Hunter Diary Supply Shock and the War Dear Yield Hunter, The Iran shock is no longer just \u201cheadline risk.\u201d [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[7],"tags":[],"class_list":["post-6593","post","type-post","status-publish","format-standard","hentry","category-market-research"],"_links":{"self":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/6593","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/comments?post=6593"}],"version-history":[{"count":1,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/6593\/revisions"}],"predecessor-version":[{"id":6602,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/6593\/revisions\/6602"}],"wp:attachment":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/media?parent=6593"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/categories?post=6593"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/tags?post=6593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}