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Jet fuel fears rise as Hormuz crisis drains accessible global oil inventories
IEA data shows onshore inventories fell sharply while more crude is stuck at sea, making supplies harder to access quickly; if the trend continues, analysts warn oil could climb from about $109 to at least $140 a barrel
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fortune.com
Oil markets could be a month away from the moment of truth. Brace for a 'non-linear' price spike and panic buying, analysts warn | Fortune
Oil prices could top $130-$140 a barrel next month if the strait remains closed and inventory depletion rates remain steady, according to Capital Economics.
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forbes.com
Why Oil Hasn’t Hit $150—Yet
Oil prices remain near $100 despite the Hormuz disruption, but inventory drawdowns, spare capacity limits, and structural constraints suggest a delayed supply shock ahead.
