Oil Misspriced At $100 Per Barrel?

309 Views24 Mar 2026 07:37

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SUMMARY

Jeff Currie: “Markets are still underestimating the scale of what’s unfolding. What we’re seeing is a form of “molecular contagion,” where localized disruptions spread across supply chains.
The growing disconnect between paper markets and physical realities is becoming harder to ignore.
This is increasingly a story of physics, not financials. And in physical crises, the signal is visible long before the impact arrives.”

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