The paper oil price hides a $35 gap to physical reality, signaling the worst supply shock since 1973 as Hormuz stays closed. This video breaks down the paper vs physical oil dichotomy using JPMorgan charts and 50-year historical parallels. Viewers learn why US net importer status means gas pumps lag the crisis hitting Asia/Europe now. Reframe: Calm markets ignore physical shortages building to recession. Key sections: Strait Hormuz impact (8-13M barrels/day missing), regional hits (Philippines doubling gas), $35 Brent spread history, 1973/1990 shocks comparison (stocks -52% then), fertilizer/food ripple, bond yields signaling debt stress. Sources: JPMorgan research (spread chart since 2008), IMF warnings, US EIA import/export data, Luke Gromen/Luke Martinson analysis. This video is for educational purposes only and does not constitute financial advice. Always do your own research and consult a qualified professional before making financial decisions. Subscribe for more patterns in financial history. Watch next: How to prepare like this (binge tease). What are you doing to prepare? Drop thoughts below.
from Volumes Untold https://www.youtube.com/watch?v=ZSnWkI8CJBA
No comments:
Post a Comment