Vandana Hari 5.0 2 ideas

"The number out there would be somewhere north of 180 million barrels... we have lost... about 20 million barrels a day that flows through the Strait of Hormuz. We are now past 10 days of the war. The market has already lost about 200 million barrels... that will simply make up what the market has already lost." The physical oil market is facing an unprecedented supply shock. Strategic reserve releases are a temporary fix that cannot replace the ongoing daily loss of 20% of global supply, meaning physical prices will have to skyrocket to force demand destruction. LONG oil and energy equities as the structural supply deficit heavily outweighs any temporary relief from strategic reserves. Unexpected diplomatic breakthrough ending the war; severe global recession destroying baseline oil demand.