Know Your Risk Podcast Oil Supply Is Tighter Than It Looks
Mar 30, 2026
A deep dive into why oil supply is tighter than it appears and how floating storage has masked real shortages. They cover infrastructure outages, hit to aluminum and plastics, and risks to fertilizer and food production. The conversation explores geopolitical pressures, sanctions, shipping lane limits, and why higher prices could force political and industry responses.
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Floating Storage Softened Pain But Is Nearly Exhausted
- The market's floating storage buffer has largely been used up, removing an 'easy button' that hid physical tightness.
- Chase Taylor says most floating storage is gone and Ukraine attacks have reduced Russian export capacity, worsening the squeeze.
Diesel Shortages Threaten Food And Transport First
- Diesel and jet fuel shortages will show up first because they store poorly and are quickly consumed by agriculture and aviation.
- Zach Abraham warns farmers in Australia can't plant without diesel, threatening regional food supply.
Money Printing Won't Solve An Oil Shortage
- Monetary stimulus can't fix physical supply shortages and may worsen them by stimulating demand.
- Zach Abraham explains printing money dulls price signals that would otherwise curb consumption when supply is constrained.