Why I Believe the Energy Crisis Is Entering a Dangerous New Phase
Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the growing consequences of disruptions in the Persian Gulf.
Most headlines still focus on short-term price volatility.
I believe the real story is much bigger.
The world may be entering a structural energy inventory crisis that could influence inflation, transportation, agriculture, airline profitability, and even monetary policy for years, not months.
In my newest Substack article, I explain:
- Why restoring normal transit through the Strait of Hormuz may take far longer than markets expect
- How the world may already have consumed up to 600 million barrels from inventories
- Why refined products and jet fuel could become an even bigger problem than crude oil itself
- Why Brent prices above $100 may persist even after the war ends
- How Trump’s upcoming China visit could impact oil, LNG, soybeans, corn, and global commodity flows
I also break down the inventory dynamics that most mainstream coverage still ignores.
This is not just another “oil rally.”
This may become one of the defining commodity stories of the decade.