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Pelosi’s Visit To Taiwan Has Angered China | Jacob Shapiro
Forward Guidance
The Russia-Ukraine War and the Chinese Shutdowns
The Taiwan Strait is a incredibly busy place for ships to go through and I was reading that commercial ships were being told not to enter the Strait because of the Chinese missile exercises. This week, we saw that the Ukrainians got their first grain shipment out via the Black Sea as part of that Russia-Ukraine-Turkey grain deal. If a ship can get out of the Black Sea with all of the chaos that's happening in the Russia-Ukraine war and you can get insurers to ensure that ship and political agreement on all sides to get it out, you could probably get through the South China Sea. There seems to be enough slack in the system to deal with this for a couple of days. The
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