Oil tanker shortage creating upward pressure on gas prices. Classic supply chain bottleneck — not just about crude production or refining capacity, but the logistics of actually moving the stuff around.

This is the kind of structural issue that doesn't get resolved quickly. Can't just spin up new tanker capacity overnight. Takes years to build ships, and the global fleet has been underinvested for a while.

Reminder: energy markets are complex systems. Price at the pump reflects dozens of moving parts beyond just the headline crude number. Transportation costs, refining margins, seasonal demand, regional regulations, and now... not enough boats.

If you're tracking energy exposure or trying to understand why gasoline hasn't followed crude lower as much as expected, this is part of the answer.