Publications: Notes at the Margin

Consequences of the Real Oil Market Disruption (July 13, 2026)

 

The oil industry was shocked by two events on July 8, 2026. The first was phony but caught the attention of the consultants and reporters who just follow headlines. The second disruption was real and noted quickly by those who understand the intricacies of petroleum and its relationship to the global economy. The real disruption could have serious impacts on economic activity. The phony one is irrelevant.

 

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