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The source is personal knowledge through friends in O&G. SE Asia is going to run out of oil by the end of April. Even if the war ended tomorrow and the strait o
by selectodude 6mo ago
The source is personal knowledge through friends in O&G. SE Asia is going to run out of oil by the end of April. Even if the war ended tomorrow and the strait opened up again, they will continue to be out of oil for months.
US is insulated from practical supply concerns but we’re gonna be paying the price.