Jet Fuel Just Became the Pressure Point✈️🛢️
Jet fuel prices doubled in roughly 6 weeks.
From about $90/bbl in January 2026
to $200–220/bbl at the March peak.
That is what happens when a Middle East shock hits refined products, not just crude.
Airlines felt it immediately:
13,000 May flights cancelled
2 million seats removed
Oil disruption does not stop at Brent or WTI.
It moves into diesel, jet fuel, freight, tickets, margins, and consumer prices.
Energy shocks become economy shocks fast.
Shell CEO is another physical #oil player to remind that the world has drawn down 1.2 billion from oil stocks to get thru the oil supply shock from the war.
But there is the danger of borrowing from the future.
Thx @MitchellFerman#oott
Anas is right - Lot's of chinese going back to their villages, leaving big cities. CBD's drying out, RE bubble still busrsts, ... China is facing hard economic ties.
🧿The decline in global oil demand isn’t just real — it’s happening in real time before our eyes.
🧿Since the start of the Hormuz crisis, China and Europe alone have cut GLOBAL Oil Demand by about 6.2 mb/d.
🧿Subtract that from the Hormuz supply losses to find the real gasp between supply and demand.
🛑Remember: demand is one thing, consumption is another!
@SonjaSagmeister Was wir seit Wochen in und um den ORF sehen ist eine Essenz aus Parteipolitik und Freunderlwirtschaft.
Das eigentliche Problem sind nicht handelnde Personen im ORF, es ist politisches Personal das anleitet.
Der Schaden am Unternehmen ORF ist enorm.
@JWHL12@DrJStrategy Auch wenn es weit scheint, UncleSam wird einiges riskieren einen Fuß ins Caspian zu setzen. Möglich wäre dies durch AbnutzungsKrieg.
Strategischer Albtraum vieler, insbesondere in Bezug Ukraine Konflikt.
@JWHL12@DrJStrategy Ja, SoT ist ein Tool für beide Seiten.
Nun auch gut erkennbar, GolfStaaten sammeln sich hinter U.S., das viele projizierte Probleme löst.