๐บ๐ธ๐ฎ๐ท๐ฆ๐ช The Hormuz closure is the biggest oil supply shock since 1973.
And after exhausting every single alternative:
- OPEC spare capacity: used
- Emergency stockpiles: tapped
- Sanctioned oil: unlocked
- New pipelines: online
- Biofuels: maxed out
The world is still 5 million barrels per day short, and there is no backup plan left.
The UAE already quietly walked out of OPEC over this.
When the second-largest Gulf producer stops playing along, something big is breaking underneath the surface.
Source: The Merchantโs News via Substack
$SKYAI $TAC $UB
And after exhausting every single alternative:
- OPEC spare capacity: used
- Emergency stockpiles: tapped
- Sanctioned oil: unlocked
- New pipelines: online
- Biofuels: maxed out
The world is still 5 million barrels per day short, and there is no backup plan left.
The UAE already quietly walked out of OPEC over this.
When the second-largest Gulf producer stops playing along, something big is breaking underneath the surface.
Source: The Merchantโs News via Substack
$SKYAI $TAC $UB