Rebel Capitalist News Massive Volatility In Oil Markets...What Happens Next Is Terrifying
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Mar 12, 2026 A breakdown of unprecedented oil market volatility and the panic buying behind price spikes. An AI-driven war game exposes cascading supply-chain risks beyond crude. Deep dives into sulfuric acid, fertilizer, LNG and semiconductor vulnerabilities. Scenarios map possible escalation paths and why conflicts could persist, urging attention to water, food and tech supply fragilities.
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Panic Buying Drove The Recent Oil Spike
- Oil price spikes are panic-driven auctions responding to sudden supply cuts.
- George Gammon observed a 25% one-day jump to $115+ as buyers raced to replace lost imports, then the price faded the same day.
Oil Shocks Can Trigger Recessions Quickly
- Historic oil shocks can trigger inflation spikes that tip weak economies into recession.
- George Gammon cites 2007–2008 where oil-led CPI rose from 3.5% to 5.6% before the GFC collapse and deflation in 2009.
Hedge Fund War Game Turned Into An AI Podcast
- George Gammon's hedge fund friend used AI to run a war game and produced a Notebook LM podcast with slides.
- Gammon plays that AI-driven simulation on his show and uses it to highlight non-obvious risks from Hormuz.