Know Your Risk Podcast Oil Supply Is Tighter Than It Looks
Mar 30, 2026
A deep dive into acute oil and fuel shortages sweeping Asia, Africa and Australia. They trace shipping chokepoints, infrastructure attacks and floating storage running out. Discussion covers diesel risks to planting and food, jet fuel constraints limiting airlines, and how higher prices could force major political and industry shifts.
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Product Shortages Already Happening Near The Strait
- Global product shortages are already occurring for gasoline, diesel, jet fuel and naphtha in Asia, Africa and Australia.
- Chase Taylor notes physical shortages and force majeures are concentrated near the Strait and will ripple to Europe and the Western hemisphere over time.
Floating Storage Cushion Is Near Exhaustion
- Floating storage softened immediate pain but is largely depleted, removing the market's easy buffer.
- Chase Taylor warns Russia's export capacity has been hit and LNG/fertilizer plant outages make the tight balance fragile.
Diesel And Jet Fuel Reveal The Crisis First
- Jet fuel and diesel shortages are showing up first because they store poorly and logistics constrain replenishment.
- Zach Abraham explains airports are already requiring inbound flights to carry extra jet fuel due to local shortages.