Venezuela｜Why War Didn't Spike Oil Prices (The Floating Buffer)
Автор: Munger's Almanac Reborn
Загружено: 2026-01-06
Просмотров: 98
Описание:
War usually sends oil prices to $150. This time, they dropped. Why? The answer lies in a hidden mechanism known as "The Floating Buffer."
In this episode of Macro Blueprint, we deconstruct the anomaly of the 2026 energy market. While the headlines focus on geopolitical conflict, the real story is happening in the logistics of the ocean itself.
We analyze the three structural forces currently breaking the energy grid:
🔹 The Floating Buffer: Why global inventories are so full that war can't spike prices.
🔹 The $4 Kill Switch: The exact arbitrage spread that creates a "hydraulic lock" on US LNG exports.
🔹 Systemic Saturation: Why China's record imports are a sign of hoarding, not recovery.
Physics overrides politics. The tanks are full. The only variable left is time.
#MacroEconomics #EnergyCrisis #Geopolitics #OilMarket #SupplyChain #Logistics
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