The Strait of Hormuz is sealed.

25% of the world's oil, 20% of natural gas, nearly half of fertilizer raw materials are stuck here.
The US and Iran are at war; Khamenei has died, but his son has taken over directly, announcing an indefinite blockade of the strait.
Do you think this is just news? No, it has already become every number on your bill.
Oil prices soared from $73 to $119, up more than 50%.
But oil is the "mother of all things"—the jacket you wear (synthetic fibers up 20%), the plastic bags you use, the food you eat (fertilizer cut off)—all are rising together.
Tomatoes in India surged 700%, South Korea's supermarkets limit plastic bag purchases, and Brazilian farmers may miss spring planting.
Even more severe is "stagflation": prices soaring, business costs skyrocketing → layoffs → people afraid to spend → fewer orders → even harsher layoffs.
Bangladesh's textile industry has shut down, with millions of workers unemployed.
How will the war end? The US can't control Iran, nor can it contain Israel.
Experts say: the outcome won't be peace, but a chaotic Middle East, with oil prices fluctuating in a "usable but very expensive" range long-term.
For ordinary people like us? Two perspectives—
Positive: International capital flows into China, renewable energy accelerates replacement, and the RMB settlement space expands.
Negative: Imported inflation has arrived; summer and autumn grain and vegetable prices are the real test, and foreign trade orders may plummet in the second half of the year.
So, the most important thing is only one: keep your job, stabilize your cash flow.
In uncertain times, stable income is your last armor.
The distant gunfire is gradually rewriting our lives bit by bit.
We can't stop the storm, but we can make the land beneath our feet strong enough.