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Peak oil demand vs. peak oil supply paradigm shift

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Bankless · Apr 29, 2026

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Strait of Hormuz closure and geopolitical oil supply disruption Oil futures curve structure and backwardation mechanics OECD commercial inventory depletion and price discovery Energy transition acceleration and EV adoption rates Natural gas as successor to oil in energy mix