🚨 WARNING: NEXT WEEK CAN CHANGE EVERYTHING
Goldman Sachs says a huge oil supply shock is coming.
But markets are not ready yet.
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What’s happening?
• Oil stocks (storage) still look okay
• But oil “on the way” (in ships) is falling fast
From 1,700M barrels → 1,420M barrels
That means a lot of oil is missing from supply
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Why this matters
As long as storage looks fine, people stay calm.
But if Hormuz stays closed, things change:
• Countries will use stored oil
• Storage will start going down fast
• Prices can jump quickly
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More warning signs
• IEA already used 400M barrels from reserves
• Still not enough
• World lost about 8M barrels per day in March
• OPEC production also dropped a lot
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Market signal
• Oil today is much more expensive than next month
• This means: people need oil NOW badly
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What could happen next
If supply stays low:
• Fuel prices go up
• Shipping cost goes up
• Electricity cost goes up
• Inflation goes up
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Simple idea
Oil is not finished.
This can become a big cost problem for the whole world.
