If a temporary disruption, we’d go back to business as usual as soon as the supply constraint abated. The scale and time duration oil flows will be disrupted ha

If a temporary disruption, we’d go back to business as usual as soon as the supply constraint abated. The scale and time duration oil flows will be disrupted has led to a “burn the ships” transition, because it is simply the more economically rationale path now. More rapid global energy transition means the forward carbon emissions curve gets bent down. https://oilprice.com/Latest-Energy-News/World-News/Irans-Oil-Exports-Collapse-to-Six-Year-Low-as-Blockade-Tightens.html https://oilprice.com/Latest-Energy-News/World-News/Irans-Oil... https://oilprice.com/Energy/Energy-General/Persian-Gulf-Oil-Tanker-Traffic-May-Never-Fully-Recover.html https://oilprice.com/Energy/Energy-General/Persian-Gulf-Oil-... https://www.cnbc.com/2026/05/28/oil-inventory-exxon-strait-hormuz-iran-war.html https://www.cnbc.com/2026/05/28/oil-inventory-exxon-strait-h...