Miner Company
The 8 Million Barrel Oil Gap And What It Means For Markets
Despite the US being a net exporter, disruptions in the Strait of Hormuz are hitting over half of global oil flows, exposing how fragile supply really is. Ken pushes back on “demand destruction” narratives, pointing out consumption kept growing even with $100+ oil in the 2010s.
Despite the US being a net exporter, disruptions in the Strait of Hormuz are hitting over half of global oil flows, exposing how fragile supply really is. Ken pushes back on “demand destruction” narratives, pointing out consumption kept growing even with $100+ oil in the 2010s.