Vitol's CEO just said $200 oil is actually on the table now. Not a theory — a real scenario.
The risk? If ship-to-ship transfers in the Gulf of Oman get disrupted, 14 million barrels a day stop moving. That's the backbone.
And Western reserves are already at critical lows.
Most people still think this is noise. It's not. Oil shocks don't announce themselves until it's too late.
If you're not watching energy markets right now, you're missing the setup for one of the biggest macro moves this year.
The risk? If ship-to-ship transfers in the Gulf of Oman get disrupted, 14 million barrels a day stop moving. That's the backbone.
And Western reserves are already at critical lows.
Most people still think this is noise. It's not. Oil shocks don't announce themselves until it's too late.
If you're not watching energy markets right now, you're missing the setup for one of the biggest macro moves this year.