Fatih Birol 5.0 1 idea

IEA countries will be making 400 million barrels of oil available to the market to offset the supply lost through the effective closure of the strait. The sudden injection of 400 million barrels of crude into the global market represents a massive, coordinated supply shock designed specifically to suppress price spikes. This artificial flood of inventory will likely overwhelm near-term buying pressure and force crude prices lower, counteracting the geopolitical premium associated with the strait closure. Short USO to capitalize on the immediate downward price action caused by the unprecedented emergency reserve release. If the strait remains closed longer than the emergency reserves can cover, the market will eventually face a severe structural supply deficit, leading to a violent upward reversal in oil prices once the 400 million barrels are depleted.