Actual physical shortage of oil a available for actual delivery, and the resultant compromise of supply chains and increased cost of logistical transportation.What would be the cause of all that?
Also the commodity market costs of petrochemicals and fertilizers due to net producers and exporters still selling into the world market.
Lots of potential for chaos. The markets continue to bet this will swiftly resolve when it’s past the point of even a resolution implemented today playing out quickly.
