The Illusion of Abundance: Why the 65-Day Closure of the Strait of Hormuz Hasn’t Broken the World—Yet. The global economy is blindly burning through its emergency stockpiles to mask an 8-million-barrel deficit. In 60 days, the buffer will collapse—and the era of $180 oil will begin.

    https://sylvainsaurel.substack.com/p/the-illusion-of-abundance-why-the

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