A complete cessation of bunker fuel would collapse global shipping because ships cannot operate without fuel, after which global trade ceases, creating a second-order economic collapse mechanism distinct from and more severe than inflation.

causalpending

Speaker

Michael Every

Evidence Quote

If there's no bunker fuel, ships don't go from A to B. If ships don't go to A to B, nothing goes from A to B, at which point global trade breaks down. [56:10]

Source

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private CreditMacro Voices
Created: 8/12/2026, 5:52:35 PM

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