“The oil market has passed the breaking point. The onslaught of oil inventory draws coming will shock the market awake. I suspect that only when financial players see the physical shortages playing out will they wake up to the reality that this supply outage is real. Until then, most people will not be able to accept the reality.

It is what it is.”

https://open.substack.com/pub/hfir/p...utm_medium=ios