Inventories have been a critical lever for offsetting supply disruptions, but this lever is being depleted as Asian refined product inventories (particularly diesel and jet) deplete faster than crude inventories, creating medium-term vulnerability window.
causalpending
Speaker
Ian SingerEvidence Quote
“that lever doesn't exist in in the same way as you deplete those inventories...that runway is not super long, you know, order of magnitude of a few months”
Source
Pulitzer Prize Winner Dan Yergin: How War Is Reshaping the Energy Map, and the Race to Power AI— Bridgewater AssociatesCreated: 8/12/2026, 6:02:36 PM
My Notes
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