JPMorgan just dropped a bomb: we could hit the operational floor for global oil inventories THIS MONTH if Strait of Hormuz stays closed.
Here's the math:
• Started 2025 with ~8.4B barrels total
• Only 800M actually accessible without breaking the system
• Operational floor = 6.8B barrels
Below that? It's not about price anymore. It's about whether the physical supply chain even works.
This isn't FUD. This is supply chain collapse risk.
Watch energy plays. Watch inflation hedges. This could cascade fast.
Here's the math:
• Started 2025 with ~8.4B barrels total
• Only 800M actually accessible without breaking the system
• Operational floor = 6.8B barrels
Below that? It's not about price anymore. It's about whether the physical supply chain even works.
This isn't FUD. This is supply chain collapse risk.
Watch energy plays. Watch inflation hedges. This could cascade fast.
