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There’s a difference between saying everything is going according to plan and facing an actual oil crisis. Headlines are flexible — missing oil isn’t. Trump watches two numbers closely: stocks and crude. Washington may be cushioning the market while betting this crisis ends quickly. But if that bet is... show more

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🇺🇸🇮🇷 The U.S. has just recorded 3 consecutive weeks of massive crude oil inventory draws, some of the largest on record, and the market barely seems to care. Economist Chris Martenson says that's the wrong reaction. "How is oil not higher at this point, is the correct question." His argument: inventories are shrinking, supply risks remain elevated, and Iran knows time may be working in its favor. The market may be starting to reach the same conclusion. Chris Martenson

🇺🇸🇮🇷 The U.S. has just recorded 3 consecutive weeks of massive crude oil inventory draws, some of the largest on record, and the market barely seems to care. Economist Chris Martenson says that's the wrong reaction. "How is oil not higher at this point, is the correct question." His argument: inventories are shrinking, supply risks remain elevated, and Iran knows time may be working in its favor. The market may be starting to reach the same conclusion. Chris Martenson

Mario Nawfal

41,870 Aufrufe • vor 2 Monaten

Here is me talking about our main story this morning: why this is not an oil-price but a supply-chain crisis, and why a fiscal stimulus would be the wrong way to respond.

Here is me talking about our main story this morning: why this is not an oil-price but a supply-chain crisis, and why a fiscal stimulus would be the wrong way to respond.

Wolfgang Munchau

11,322 Aufrufe • vor 4 Monaten

Global oil markets are currently “structurally broken,” having replaced fundamental physical data with managed headlines and narratives. Chris Martenson explains that while official assertions suggest a steady flow of energy, independent analysts tracking satellites and tanker movements see a complete "bollocking up" of shipping across the Black Sea and the Middle East, with almost no tankers actually returning to the region to reload. “We're going to sail straight into [a] supply shock... and when that comes, it's going to be unmanageable and be a lot worse than anybody's anticipating.” Chris Martenson

Global oil markets are currently “structurally broken,” having replaced fundamental physical data with managed headlines and narratives. Chris Martenson explains that while official assertions suggest a steady flow of energy, independent analysts tracking satellites and tanker movements see a complete "bollocking up" of shipping across the Black Sea and the Middle East, with almost no tankers actually returning to the region to reload. “We're going to sail straight into [a] supply shock... and when that comes, it's going to be unmanageable and be a lot worse than anybody's anticipating.” Chris Martenson

Mario Nawfal

40,097 Aufrufe • vor 12 Tagen

🇺🇸 U.S. gasoline and diesel inventories are already below the 5-year range, and a single refinery outage could tip the whole system over. Energy Economist Anas Alhajji breaks down why the crisis hiding in plain sight isn't crude oil at all. "If we have a major problem with the refinery outage, we are in deep trouble, not in terms of oil and crude oil. This is going to be literally jet fuel, gasoline and diesel." Airlines are hoarding. The EU just changed its fuel specs. And U.S. jet fuel exports to Europe are about to surge. Watch inventories drop fast. Anas Alhajji

🇺🇸 U.S. gasoline and diesel inventories are already below the 5-year range, and a single refinery outage could tip the whole system over. Energy Economist Anas Alhajji breaks down why the crisis hiding in plain sight isn't crude oil at all. "If we have a major problem with the refinery outage, we are in deep trouble, not in terms of oil and crude oil. This is going to be literally jet fuel, gasoline and diesel." Airlines are hoarding. The EU just changed its fuel specs. And U.S. jet fuel exports to Europe are about to surge. Watch inventories drop fast. Anas Alhajji

Mario Nawfal

54,771 Aufrufe • vor 3 Monaten

“If you run out of oil, if you get to actual shortages, now that’s pure chaos.” — Chris Martenson Strategic oil reserves are supposed to be saved for an actual emergency. The US reserve is reportedly down to roughly 300 million barrels — while China may have more than a billion. Yet Washington keeps treating the Strategic Petroleum Reserve like a political credit card, which could play out very badly in the long run. Watch FULL here:

“If you run out of oil, if you get to actual shortages, now that’s pure chaos.” — Chris Martenson Strategic oil reserves are supposed to be saved for an actual emergency. The US reserve is reportedly down to roughly 300 million barrels — while China may have more than a billion. Yet Washington keeps treating the Strategic Petroleum Reserve like a political credit card, which could play out very badly in the long run. Watch FULL here:

Rick Sanchez

28,962 Aufrufe • vor 1 Monat

⚠️ Trump’s “Gusher of Oil” Claim Falls Short In this new Deep Dive clip, Chris Martenson (Chris Martenson) dismantles the idea that the Strait of Hormuz is “wide open” and flooding the world with oil. The data shows something very different — and far more dangerous for U.S. strategy and global markets. President Trump demanded U.S. gasoline prices fall in line with the headline oil price. But as Chris explains, “he was pointing to a single day where 19.1 million barrels came through,” while the pre‑war average was 21 million barrels per day. That’s not a surge — it’s a short‑lived anomaly. And the strait isn’t open. “There’s lots of ships that are not transiting right now.” Oil tankers are only part of the story. The real crisis is broader: “We’re missing sulfur, we’re missing helium, we’re missing LNG… urea and fertilizers… all kinds of things.” These materials normally move through container ships and bulk carriers — many of which are still stalled. This is not a simple oil disruption. It’s a poly‑crisis hitting multiple critical supply chains at once. And the fallout from the Iran war is still building. If you want to understand what’s happening — not the political talking points — watch the full clip. 👉 Watch here. ⬇️ 🏷️#IranWar #EnergyCrisis #USStrategy #Geopolitics #OilMarkets #SPR #NationalSecurity #MiddleEastConflict #DanielDavisDeepDive #ChrisMartenson

⚠️ Trump’s “Gusher of Oil” Claim Falls Short In this new Deep Dive clip, Chris Martenson (Chris Martenson) dismantles the idea that the Strait of Hormuz is “wide open” and flooding the world with oil. The data shows something very different — and far more dangerous for U.S. strategy and global markets. President Trump demanded U.S. gasoline prices fall in line with the headline oil price. But as Chris explains, “he was pointing to a single day where 19.1 million barrels came through,” while the pre‑war average was 21 million barrels per day. That’s not a surge — it’s a short‑lived anomaly. And the strait isn’t open. “There’s lots of ships that are not transiting right now.” Oil tankers are only part of the story. The real crisis is broader: “We’re missing sulfur, we’re missing helium, we’re missing LNG… urea and fertilizers… all kinds of things.” These materials normally move through container ships and bulk carriers — many of which are still stalled. This is not a simple oil disruption. It’s a poly‑crisis hitting multiple critical supply chains at once. And the fallout from the Iran war is still building. If you want to understand what’s happening — not the political talking points — watch the full clip. 👉 Watch here. ⬇️ 🏷️#IranWar #EnergyCrisis #USStrategy #Geopolitics #OilMarkets #SPR #NationalSecurity #MiddleEastConflict #DanielDavisDeepDive #ChrisMartenson

Daniel Davis Deep Dive

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🇺🇸🇮🇷 The world may be approaching an energy crisis worse than the Great Depression, and this time governments can't print their way out of it. Most people compare today's global financial risks to 2008, but economist Chris Martenson says that's the wrong comparison. The banking crisis was ultimately a financial problem, and governments responded by creating trillions of dollars, euros and pounds to stabilise the system. You can debate whether that was wise, but it worked because the problem was financial. This time, he warns, the problem will be physical. If the Strait of Hormuz and Bab el-Mandeb remain disrupted, the world doesn't just lose oil; it loses diesel, jet fuel, lubricants, natural gas, petrochemicals, and fertiliser. The countless industrial inputs that keep supply chains, factories, farms and transport networks operating. And as Chris put it: You can't print missing molecules. That's why he believes this crisis is fundamentally different. If those physical resources become scarce, printing more money doesn't solve the problem; it simply means more money is chasing fewer real goods. And according to Chris, we're already seeing early signs of that reality beneath the surface. While many people focus on crude oil prices, he says the real warning is coming from refined products like diesel, where shortages are becoming increasingly visible and supply chains are beginning to tighten. His concern is that policymakers are treating this like another financial crisis when it's actually an energy crisis. And those require completely different solutions that no one seems to be addressing yet. Chris Martenson

🇺🇸🇮🇷 The world may be approaching an energy crisis worse than the Great Depression, and this time governments can't print their way out of it. Most people compare today's global financial risks to 2008, but economist Chris Martenson says that's the wrong comparison. The banking crisis was ultimately a financial problem, and governments responded by creating trillions of dollars, euros and pounds to stabilise the system. You can debate whether that was wise, but it worked because the problem was financial. This time, he warns, the problem will be physical. If the Strait of Hormuz and Bab el-Mandeb remain disrupted, the world doesn't just lose oil; it loses diesel, jet fuel, lubricants, natural gas, petrochemicals, and fertiliser. The countless industrial inputs that keep supply chains, factories, farms and transport networks operating. And as Chris put it: You can't print missing molecules. That's why he believes this crisis is fundamentally different. If those physical resources become scarce, printing more money doesn't solve the problem; it simply means more money is chasing fewer real goods. And according to Chris, we're already seeing early signs of that reality beneath the surface. While many people focus on crude oil prices, he says the real warning is coming from refined products like diesel, where shortages are becoming increasingly visible and supply chains are beginning to tighten. His concern is that policymakers are treating this like another financial crisis when it's actually an energy crisis. And those require completely different solutions that no one seems to be addressing yet. Chris Martenson

Mario Nawfal

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🇺🇸 The buffer between America and a real energy crisis is now measured in weeks. PhD economist Chris Martenson ran the numbers, and the math is unforgiving. He lays out the tiers of escalation and where the US actually stands: "Going to war with China, that would be an emergency. So that's one level." By his calculation, the cushion has thinned to a razor's edge. The only real question left, Martenson says, is whether the country has two weeks or fourteen days of breathing room. Chris Martenson

🇺🇸 The buffer between America and a real energy crisis is now measured in weeks. PhD economist Chris Martenson ran the numbers, and the math is unforgiving. He lays out the tiers of escalation and where the US actually stands: "Going to war with China, that would be an emergency. So that's one level." By his calculation, the cushion has thinned to a razor's edge. The only real question left, Martenson says, is whether the country has two weeks or fourteen days of breathing room. Chris Martenson

Mario Nawfal

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The oil market is about to break. Not in price. In availability. Jeffrey Currie 🆔++ on CNBC yesterday and the market still isn’t listening. “It’s not the price of oil that matters here. It’s the availability of oil.” A thread on why the next few weeks could be the most important in the oil market this decade. 🧵

The oil market is about to break. Not in price. In availability. Jeffrey Currie 🆔++ on CNBC yesterday and the market still isn’t listening. “It’s not the price of oil that matters here. It’s the availability of oil.” A thread on why the next few weeks could be the most important in the oil market this decade. 🧵

Qasem Al-Ali

37,843 Aufrufe • vor 3 Monaten

LIVE NOW - $200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption. If the Strait stays closed, Rory says the path to $200 oil is no longer crazy. It may be the next stop. This is oil, geopolitics, inflation, and markets all colliding at once. -------------- TIMESTAMPS 0:00 Intro 1:17 What is a Barrel of Oil? 7:04 How is Oil Transported? 8:24 Is Oil Fungible? 13:25 Oil Then Vs Now 17:10 Peak Oil? 24:59 Hydrocarbon World Distribution 29:32 What is Spare Capacity? 32:14 Inventories in the Buffer System 35:04 Oil Futures 38:59 Oil Curve 44:51 Economic Implications of Oil Markets 48:48 Straight of Hormuz 55:30 Future Oil Price Action 1:03:53 Steelmanning the Market Reaction 1:13:23 When will the Straight Open? 1:21:57 Is the USA Winning? 1:27:49 Pressuring Iran 1:31:48 Signals to Watch 1:33:36 Fast Forward to 2050 1:38:38 Closing & Disclaimers

LIVE NOW - $200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption. If the Strait stays closed, Rory says the path to $200 oil is no longer crazy. It may be the next stop. This is oil, geopolitics, inflation, and markets all colliding at once. -------------- TIMESTAMPS 0:00 Intro 1:17 What is a Barrel of Oil? 7:04 How is Oil Transported? 8:24 Is Oil Fungible? 13:25 Oil Then Vs Now 17:10 Peak Oil? 24:59 Hydrocarbon World Distribution 29:32 What is Spare Capacity? 32:14 Inventories in the Buffer System 35:04 Oil Futures 38:59 Oil Curve 44:51 Economic Implications of Oil Markets 48:48 Straight of Hormuz 55:30 Future Oil Price Action 1:03:53 Steelmanning the Market Reaction 1:13:23 When will the Straight Open? 1:21:57 Is the USA Winning? 1:27:49 Pressuring Iran 1:31:48 Signals to Watch 1:33:36 Fast Forward to 2050 1:38:38 Closing & Disclaimers

Bankless

24,516 Aufrufe • vor 3 Monaten

🚨🇺🇸 TRUMP: "WE ARE MEETING WITH OIL EXECUTIVES TOMORROW" This is Trump talking about leverage. Ships backed off. Oil started moving. Now he’s saying the U.S. is staying involved until things are straightened out, and the oil is central to that plan: “We’ll see how the country’s doing, but we’ll be running the oil. We’re meeting tomorrow with all of the big oil executives. We’re going to be right here in the White House. We’re going to meet with the biggest oil people in the world. They’re all coming at the top. Fourteen companies are coming here. They’re going to go in, they’re going to rebuild the whole oil infrastructure. They’re going to spend at least a hundred billion dollars. It’s unbelievable oil. Unbelievable quality of oil. An unbelievable amount of oil.” Source: Fox

🚨🇺🇸 TRUMP: "WE ARE MEETING WITH OIL EXECUTIVES TOMORROW" This is Trump talking about leverage. Ships backed off. Oil started moving. Now he’s saying the U.S. is staying involved until things are straightened out, and the oil is central to that plan: “We’ll see how the country’s doing, but we’ll be running the oil. We’re meeting tomorrow with all of the big oil executives. We’re going to be right here in the White House. We’re going to meet with the biggest oil people in the world. They’re all coming at the top. Fourteen companies are coming here. They’re going to go in, they’re going to rebuild the whole oil infrastructure. They’re going to spend at least a hundred billion dollars. It’s unbelievable oil. Unbelievable quality of oil. An unbelievable amount of oil.” Source: Fox

Mario Nawfal

68,199 Aufrufe • vor 7 Monaten

Refilling the Strategic Petroleum Reserve will drain commercial inventories, and that means prices have nowhere to go but up. Jeffrey Currie says we are sitting at a low point right now, but the real problem is what comes after. "You may have been wrong on crude oil. I was wrong on crude oil. I'd never seen cracks like this. But my question is, how are you going to turn this stuff into gasoline?" Cheap oil means nothing if you can't refine it. Jeffrey Currie 🆔++

Refilling the Strategic Petroleum Reserve will drain commercial inventories, and that means prices have nowhere to go but up. Jeffrey Currie says we are sitting at a low point right now, but the real problem is what comes after. "You may have been wrong on crude oil. I was wrong on crude oil. I'd never seen cracks like this. But my question is, how are you going to turn this stuff into gasoline?" Cheap oil means nothing if you can't refine it. Jeffrey Currie 🆔++

Mario Nawfal

81,094 Aufrufe • vor 1 Monat

INTERVIEW: Is the market pricing peace while ignoring the possibility of another oil shock? Negotiations with Iran appear to be advancing, oil prices have pulled back, and traders are increasingly betting on diplomacy. But with the Strait of Hormuz still at the center of global energy markets, is the market getting ahead of reality? Energy economist Stephen Schork (Stephen Schork) joins Azi to break down the proposed Iran deal, Hormuz, sanctions, Iranian crude, inflation, and whether the biggest risks to oil markets are still being overlooked.

INTERVIEW: Is the market pricing peace while ignoring the possibility of another oil shock? Negotiations with Iran appear to be advancing, oil prices have pulled back, and traders are increasingly betting on diplomacy. But with the Strait of Hormuz still at the center of global energy markets, is the market getting ahead of reality? Energy economist Stephen Schork (Stephen Schork) joins Azi to break down the proposed Iran deal, Hormuz, sanctions, Iranian crude, inflation, and whether the biggest risks to oil markets are still being overlooked.

Mario Nawfal

234,934 Aufrufe • vor 2 Monaten

🇺🇸 Something has driven money managers to their most bearish position on oil in 15 years, and the data suggests it isn't fundamentals. PHD Economist Chris Martenson says when the numbers this far from reality, there are only two explanations. "One, they've completely lost the plot line and they've become idiots or two somebody in there selling a lot, just selling." If it's manipulation, someone with very deep pockets needs the price down, and that someone might be a government. Chris Martenson

🇺🇸 Something has driven money managers to their most bearish position on oil in 15 years, and the data suggests it isn't fundamentals. PHD Economist Chris Martenson says when the numbers this far from reality, there are only two explanations. "One, they've completely lost the plot line and they've become idiots or two somebody in there selling a lot, just selling." If it's manipulation, someone with very deep pockets needs the price down, and that someone might be a government. Chris Martenson

Mario Nawfal

71,584 Aufrufe • vor 1 Monat

🚨 THIS IS NOT NORMAL S&P 500 just hit a new all-time high at $7,050. All while the worst crisis in decades is still unfolding in real time. Markets are surging through an inflation shock like nothing is wrong. This pump is NOT bullish - it’s manipulated. Because this isn’t how real markets behave. But almost nobody is willing to say what’s actually happening. The market is acting like the crisis is finished. It isn’t. Oil is still above $90. The pressure hasn’t gone anywhere. Yet equities keep climbing like the system isn’t under stress. And while the real economy is getting squeezed... Stocks are being pushed higher to manufacture exit liquidity for smart money. This widening gap between price and reality is not just unusual. It’s DANGEROUS. I’ve seen this setup before: When markets rally into an energy shock instead of reacting to it, the unwind doesn’t drift lower… …it collapses straight down. Vertical. And fast. This kind of price action during a crisis isn’t strength. It’s distortion. And distortion doesn’t resolve gently. Remember, I’ve called every major market top and bottom for the past decade. Turn on notifications. When it's time to sell, I’ll call it publicly here. Don’t become the exit liquidity.

🚨 THIS IS NOT NORMAL S&P 500 just hit a new all-time high at $7,050. All while the worst crisis in decades is still unfolding in real time. Markets are surging through an inflation shock like nothing is wrong. This pump is NOT bullish - it’s manipulated. Because this isn’t how real markets behave. But almost nobody is willing to say what’s actually happening. The market is acting like the crisis is finished. It isn’t. Oil is still above $90. The pressure hasn’t gone anywhere. Yet equities keep climbing like the system isn’t under stress. And while the real economy is getting squeezed... Stocks are being pushed higher to manufacture exit liquidity for smart money. This widening gap between price and reality is not just unusual. It’s DANGEROUS. I’ve seen this setup before: When markets rally into an energy shock instead of reacting to it, the unwind doesn’t drift lower… …it collapses straight down. Vertical. And fast. This kind of price action during a crisis isn’t strength. It’s distortion. And distortion doesn’t resolve gently. Remember, I’ve called every major market top and bottom for the past decade. Turn on notifications. When it's time to sell, I’ll call it publicly here. Don’t become the exit liquidity.

0xNobler

124,371 Aufrufe • vor 4 Monaten

🇺🇸🇮🇷 The global financial system is heading toward a collision with physical reality, and central banks may not be able to print their way out of it this time. Peak Prosperity analyst Chris Martenson warns that if the Gulf shipping crisis isn’t resolved, treasury yields could spike while energy markets spiral deeper into chaos. His point is simple: governments can print money endlessly, but they cannot print the physical energy needed to keep economies functioning. Chris Martenson

🇺🇸🇮🇷 The global financial system is heading toward a collision with physical reality, and central banks may not be able to print their way out of it this time. Peak Prosperity analyst Chris Martenson warns that if the Gulf shipping crisis isn’t resolved, treasury yields could spike while energy markets spiral deeper into chaos. His point is simple: governments can print money endlessly, but they cannot print the physical energy needed to keep economies functioning. Chris Martenson

Mario Nawfal

23,306 Aufrufe • vor 3 Monaten

Hormuz Just Shut Down. Oil Shock Incoming. Iran Threatens to Block 20% of Global Oil — Markets Aren’t Ready. Iran’s Revolutionary Guard just warned that no ships may pass through the Strait of Hormuz —the narrow waterway that carries 20% of the world’s crude oil. Tankers are already turning around. Insurers are raising premiums. Markets haven’t fully priced this in. If Hormuz freezes, oil spikes. If oil spikes, inflation surges. And if inflation surges, central banks tighten, crushing real estate, stocks, and fragile global growth. China is heavily exposed. Europe is vulnerable. Russia benefits from higher crude. This isn’t just a Middle East headline. It’s a potential global economic shock.

Hormuz Just Shut Down. Oil Shock Incoming. Iran Threatens to Block 20% of Global Oil — Markets Aren’t Ready. Iran’s Revolutionary Guard just warned that no ships may pass through the Strait of Hormuz —the narrow waterway that carries 20% of the world’s crude oil. Tankers are already turning around. Insurers are raising premiums. Markets haven’t fully priced this in. If Hormuz freezes, oil spikes. If oil spikes, inflation surges. And if inflation surges, central banks tighten, crushing real estate, stocks, and fragile global growth. China is heavily exposed. Europe is vulnerable. Russia benefits from higher crude. This isn’t just a Middle East headline. It’s a potential global economic shock.

Ken Cao-The China Crash Chronicle

166,152 Aufrufe • vor 5 Monaten

🚨 NEW: BlackRock Chairman and CEO Larry Fink tells Fox News’ Bret Baier the conflict with Iran will NOT have a lasting economic impact and may lead to LOWER oil prices: "Do I believe the war is going to be lasting a long time? No. Do I believe oil is going be reverting back to where it was? Maybe even lower." "If the outcome of the war is a neutralized Iran, and they are allowed to be selling … oil products into the market again, I mean there's probably a great probability that oil is gonna be below 50.” "We have seen many people pulling out of the market. And, to me, that is the wrong outcome," Fink argues. "In fact, I've been getting so many texts, ‘What should I do?’ And I said, ‘Buy more here.’ This is a good long-term opportunity."

🚨 NEW: BlackRock Chairman and CEO Larry Fink tells Fox News’ Bret Baier the conflict with Iran will NOT have a lasting economic impact and may lead to LOWER oil prices: "Do I believe the war is going to be lasting a long time? No. Do I believe oil is going be reverting back to where it was? Maybe even lower." "If the outcome of the war is a neutralized Iran, and they are allowed to be selling … oil products into the market again, I mean there's probably a great probability that oil is gonna be below 50.” "We have seen many people pulling out of the market. And, to me, that is the wrong outcome," Fink argues. "In fact, I've been getting so many texts, ‘What should I do?’ And I said, ‘Buy more here.’ This is a good long-term opportunity."

TV News Now

19,999 Aufrufe • vor 5 Monaten

🇺🇸🇮🇷 The markets have declared the oil crisis "over." One of the world's top commodity analysts says that is exactly the WRONG conclusion... Jeffrey Currie, former head of commodities research at Goldman Sachs, offers an assessment that should alarm ANYONE paying attention to energy markets: $4 billion fled energy markets last month alone, headline fatigue has set in, and investors are treating Hormuz as transitory... Currie says that disconnect between what crude futures show and what product markets are screaming is the most dangerous misread he has seen in his CAREER. The real crisis is already visible in the markets nobody watches: the spread between diesel prices and crude oil is now greater than the oil price itself, jet fuel spreads are at HISTORIC extremes, and there's NO strategic reserve on the product side to buffer what comes next. "I have never seen a market like this. Never..." The July reprieve from Iranian oil flooding markets is already reversing, inventories are heading back down in August, and it's only a matter of time before the product shortage bleeds into crude. Markets have a habit of being wrong right up until they are catastrophically right... Appreciate your insights, Jeffrey Currie 🆔++

🇺🇸🇮🇷 The markets have declared the oil crisis "over." One of the world's top commodity analysts says that is exactly the WRONG conclusion... Jeffrey Currie, former head of commodities research at Goldman Sachs, offers an assessment that should alarm ANYONE paying attention to energy markets: $4 billion fled energy markets last month alone, headline fatigue has set in, and investors are treating Hormuz as transitory... Currie says that disconnect between what crude futures show and what product markets are screaming is the most dangerous misread he has seen in his CAREER. The real crisis is already visible in the markets nobody watches: the spread between diesel prices and crude oil is now greater than the oil price itself, jet fuel spreads are at HISTORIC extremes, and there's NO strategic reserve on the product side to buffer what comes next. "I have never seen a market like this. Never..." The July reprieve from Iranian oil flooding markets is already reversing, inventories are heading back down in August, and it's only a matter of time before the product shortage bleeds into crude. Markets have a habit of being wrong right up until they are catastrophically right... Appreciate your insights, Jeffrey Currie 🆔++

Mario Nawfal

472,139 Aufrufe • vor 7 Tagen

Tehran May Have To Be Evacuated… Because of Water?! Tehran’s 10 million people may have to leave?! That’s what Iran’s President suggested, after an unprecedented water crisis has hit the nation’s capital. But is this a water crisis… or an even bigger kind of crisis? Watch and share this story to let Iranians know that the world is standing with them, even when their government isn’t. Follow buildersofmideast for more 🙌

Tehran May Have To Be Evacuated… Because of Water?! Tehran’s 10 million people may have to leave?! That’s what Iran’s President suggested, after an unprecedented water crisis has hit the nation’s capital. But is this a water crisis… or an even bigger kind of crisis? Watch and share this story to let Iranians know that the world is standing with them, even when their government isn’t. Follow buildersofmideast for more 🙌

buildersofmideast

10,183 Aufrufe • vor 9 Monaten