The Great Simplification podcast
-
Burning the Lifeboats
How Governments and Markets Are Consuming Strategic Reserves to Bridge a Hormuz Disruption Whose End They Cannot Demonstrate On 11 March 2026, the International Energy Agency coordinated the largest emergency strategic reserve release in history, drawing 400 million barrels from the stockpiles of 32 member nations, the United States contributing 172 million barrels from the… Continue reading
AI and Digital Control, America, China, economics, Energy, EUROPE, Financial markets, Foreign Policy, Geopolitics, Global Finance, iran, israel, middle east, Mineral Resources, NATO, politics, reserve currency, Russia, South East Asia, war$4.45 national average, 10 million barrels per day deficit, 172 million barrels, 18 to 22 percent premium, 1973 oil embargo comparison, 20 million barrels per day, 400 million barrels, 8.5 million barrels per day drawdown, Abu Dhabi Crude Oil Pipeline, Al Jazeera IEA analysis, Art Berman, artberman.com, Asian energy dependency, Atlantic Basin producers, Bianco Research, Biden SPR drawdown, Brent crude, BrentChart.com shortfall analysis, buffers exhausted, buy the dip conditioning, bypass pipeline capacity, CleanTechnica UBS warning, compressed decades of change, crude oil quality mismatch, Dallas Federal Reserve, de-mining lags, debt-saturated global economy, December 2026 Brent futures, demand destruction, demand rationing by price, Discovery Alert inventory projection, East-West pipeline, energy investment IEA $3.4 trillion, energy realist, energy Secretary Chris Wright, energy shock 2026, energy transition, even peace takes months, Federal Reserve monetary policy, Financial Sense Newshour, forced adjustment, gasoline prices United States, global oil consumption, Global South energy costs, heavy sour crude, historical oil shocks, Hormuz blockade 2026, Hormuz probability model, IEA coordinated release, IEA Gas Market Report Q2 2026, India energy investment $170 billion, inflation oil prices, institutional blindspot, insurance market recovery, insurance premiums war risk, inventory drawdown, inventory minimum operating levels August 2026, Iran Strait of Hormuz mining, Iran war energy, Iranian Revolution 1979, Jim Bianco, Kevin Warsh Fed Chair, liquidity misdiagnosis, LNG market transfer, LNRG Technology bypass analysis, Macquarie four days global consumption, maritime chokepoint, mean reversion, Mineral Rights Podcast SPR analysis, no historical precedent, not a bull market , oil futures backwardation, oil market pricing, OilPrice.com IEA revision, OPEC structural strain, Palisades Gold Radio, panic buying risk, Paul Horsnell, petroleum geologist, Petroline, Philippines Thailand Malaysia Indonesia South Korea, physical scarcity, refinery configuration, repayment November 2026, rerouting costs, scar tissue effect, Southeast Asia import dependence, SPR exchange structure, SPR facility damage, SPR release, stagflation, Strait of Hormuz closure, strategic petroleum reserve, Strategic Petroleum Reserve capacity, structural energy deficit, structural shortage, supply chain lags, system failure, tanker disruption, tanker queue normalisation, The Great Simplification podcast, Trump SPR release, UBS inventory warning, unprecedented disruption, US LNG exporters, US–Iran war, wartime price spike, WTI crude
