Crude Oil: Beyond the Headlines: The Invisible Energy Crunch of 2026

In my latest deep dive for the “Crude Oil Macro Perspective” series, I’m breaking down the massive disconnect currently paralyzing the energy markets. While the world waits for news from the Strait of Hormuz, global inventories have already vanished by 12%.

I explore why airlines are cancelling thousands of flights and why the “Druzhba” pipeline’s latest issues are about to hit European consumers where it hurts. If you think $100 Brent is the ceiling, you need to see what’s happening in the jet fuel and distillate markets right now.

🆓Read the full analysis and see the data breakdown on my Substack.

---