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Old 03-08-2026 | 06:05 PM
  #12  
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Originally Posted by RippinClapBombs
U.S. could use a government-backed insurance program to lower war-risk premiums for vessels in the region if prices continue to rise.

The only disruptive capabilities Iran is going to have in a few days are their kamikaze drones.
It's not working. No company will put their vessels at risk when lead time to get a new one is measured in years.

Ok let's say they don't care and they start moving again. Millions of gallons of output are offline and infrastructure is getting torched. We're at 20m a day deficit now, going to 5m a day isn't a whole lot better.

There is no short term option to get us back to Feb pricing. I'd love to be wrong, though. But every day that goes by until then is $20m more down the hole.

There was a way to do this and it involved planning for it five+ years ago. Hell they didn't even bother filling our SPR. It's still at 60% and much of that can't even be accessed without damaging the wells themselves apparently.