Recently, I joined Sulaiman Ahmed to discuss the converging crises we’re facing in energy, oil, food, and the broader economy. We dove into what’s really happening with oil markets right now — the futures games, the inventory draws, the Strait of Hormuz situation — and why this isn’t just another price spike but a genuine supply shock unlike anything we’ve seen. I broke down how the missing barrels, LNG, fertilizers, sulfur, helium, and damaged infrastructure are creating a polycrisis that’s going to ripple through everything from farming to manufacturing to daily life, hitting developing nations hardest but sparing no one entirely.
We covered the realities of inventories being drained, the long road to recovery, even if tensions ease, and the tangible impacts on food production and global supply chains that people need to understand now. It’s a complex, chaotic picture, but one we have to face squarely.
Check out the full interview below!
by preppy 
