According to The Kobeissi Letter, the recent surge in the trade deficit is closely tied to exponential increases in imports of industrial supplies such as oil, LNG, gold, and steel. This trend has significant implications for traders anticipating a prolonged trade war, as producers are currently experiencing heightened levels of concern, impacting market stability.

According to The Kobeissi Letter, the recent surge in the trade deficit is heavily linked to exponential increases in imports of oil, LNG, gold, and steel. This has led producers to prepare for an extended trade dispute, indicating a state of panic which could influence commodity markets and trading strategies.