There is the whole “air bubble” in the supply. Even if the war stops today and ships with oil and LNG start moving again, it will take weeks for them to get anywhere. So there is a big gap in the supply where nothing moves right now. And that bubble is going to cause PROBLEMS.
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More on this subject from other reputable sources:
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– El País (B+): [More poverty, less travel and fewer jobs: what the world would be like with oil at $200](https://english.elpais.com/economy-and-business/2026-03-23/more-poverty-less-travel-and-fewer-jobs-what-the-world-would-be-like-with-oil-at-200.html)
– NPR (B+): [How long will the war last? No one knows, and it’s making oil prices weird](https://www.npr.org/2026/03/27/nx-s1-5757946/oil-iran-war-markets-uncertainty)
– Globe and Mail (B+): [Fuel-thirsty Asian countries line up for Russian oil, with demand possibly exceeding supply](https://www.theglobeandmail.com/business/article-iran-war-asia-oil-russia/)
– gulfnews.com (C-): [Will oil prices hit $200 if the US hits Kharg energy exports?](https://gulfnews.com/business/energy/will-oil-prices-hit-200-if-the-us-hits-kharg-energy-exports-1.500487429?utm_campaign=mrf-facebook-GulfNews.UAE&mrfcid=2026032669c59116722bb04fe946a45c)
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There is the whole “air bubble” in the supply. Even if the war stops today and ships with oil and LNG start moving again, it will take weeks for them to get anywhere. So there is a big gap in the supply where nothing moves right now. And that bubble is going to cause PROBLEMS.