Oil just hit $127/barrel and here's the breakdown nobody's talking about:
Brent crude sitting at $100/barrel but shipping costs are absolutely wrecking the real price. We're paying $27/barrel just to move it.
Shipping cost trajectory is insane:
Jan 2025: $2.50
July: $6.50
Aug: $7
Sept: $23
Oct: $27
That's a 10x increase in shipping costs in 9 months. This is your inflation hedge talking. Energy costs ripple through everything.
Watch $BTC and commodities. When traditional markets get squeezed like this, smart money rotates.
Brent crude sitting at $100/barrel but shipping costs are absolutely wrecking the real price. We're paying $27/barrel just to move it.
Shipping cost trajectory is insane:
Jan 2025: $2.50
July: $6.50
Aug: $7
Sept: $23
Oct: $27
That's a 10x increase in shipping costs in 9 months. This is your inflation hedge talking. Energy costs ripple through everything.
Watch $BTC and commodities. When traditional markets get squeezed like this, smart money rotates.