06/01/2026
When a bank like JPMorgan starts talking about systemic failure, I pay attention.
If the Strait stays closed long enough, this stops being a story about oil prices spiking and turns into a story about the system itself not having enough oil moving through it.
That’s what makes energy markets so fragile.
People think this stuff is just about a headline or a temporary price move, but one disruption in the wrong place can create consequences way bigger than most people realize.