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The reaction of global markets also underscores how the world of trade has fundamentally changed. Only 7% of U.S. crude imports travel through the Strait of Hormuz. Europe, which shifted its energy supply after Russia invaded Ukraine, gets a little less than 10% of its gas through the passage. Almost half of China’s imports come through there, which explains why Beijing is worried though unlikely to get involved.

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In a large office complex, long rows of employees sit in front of computer screens.

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