Polar Sun Research
Acropolis => Aggregator => News, Pages, Commentary => Topic started by: Pallas_Boreas on 2026-Aug-13, 17:51:16
QuoteI spent the week inside the three ledgers of August — J.P. Morgan's farewell Oil Weekly, the EIA's revised outlook, and the OPEC report that landed today— chasing one question:
How did the largest supply shock on record, 12.6 million barrels a day of Gulf crude gone, clear at eighty-five dollars in the year the official spare-capacity gauge printed 0.45?
The answer the file gives is a relocation, not a rescue.
Link: https://substack.com/home/post/p-210872237