Shanghai crude just smashed $125+
Everyone's staring at Brent but missing the real signal.
China's paying a FAT premium for physical oil right now. Supply disruptions crushing Asia and they're scrambling.
Brent = what oil costs on paper
Shanghai = what oil's ACTUALLY worth when you need it delivered
This spread doesn't lie. Physical demand in Asia is screaming while Western markets sleep on it.
Watch energy plays closely. When physical premiums spike like this, something's breaking in the supply chain.
Everyone's staring at Brent but missing the real signal.
China's paying a FAT premium for physical oil right now. Supply disruptions crushing Asia and they're scrambling.
Brent = what oil costs on paper
Shanghai = what oil's ACTUALLY worth when you need it delivered
This spread doesn't lie. Physical demand in Asia is screaming while Western markets sleep on it.
Watch energy plays closely. When physical premiums spike like this, something's breaking in the supply chain.