🚨 URGENT: OIL JUST BROKE

🚨 URGENT: OIL JUST BROKE

As the Iran war enters week 3:

U.S. oil is trading near $97/barrel.

Up +76% since December.

But that’s not the real story.

Physical oil in Oman just hit $167/barrel.

That’s a +72% premium.

This is what happens when paper markets lose control of physical supply.

Futures say one price. Reality says another.

And right now, reality is winning.

Let’s connect the dots:

• 2008: Oil spiked to $147. You know what happened next.
• 2020: Oil went negative. Recession.
• 2022: Russia–Ukraine war.

This is different.

A premium like this signals one thing:

An immediate shortage.

Not next month. Now.

Refiners and buyers are paying whatever it takes to secure real barrels.

And here’s where it gets dangerous:

When physical markets disconnect from financial markets,
liquidity starts to fail.

This is how energy shocks turn into financial shocks.

First oil.
Then credit.
Then everything.

If this continues, we’re not talking about inflation anymore.

We’re talking about the end of the global system.

Remember, I’ve been in the markets for more than 15 years.

When I make my next move, I’ll share it here publicly.