If the situation across the strait doesn't end soon,

East Asia, particularly Japan and South Korea, will face the greatest energy shock,

even a fossil fuel crisis,

which will significantly impact storage supply chains.

I don't know if they can actually absorb it,

but the negative impacts are already reflected in stock prices.

The optimistic expectation is that Trump won't be able to hold his ground,

and will simply kneel down and say 'TACO',

but if he just gives up on the midterm elections,

it's not impossible for him to declare himself a wartime president,

in which case the crisis would arrive~