JPMorgan now forecasting the exact date civilization's gas tank hits empty while Navy preps convoy duty.
When your sell-side analysts start giving you runway-to-empty timelines measured in weeks, the models have left consensus territory.
▸ Wikipedia — JPMorgan Chase analysts estimate that oil inventories in OECD countries will begin running out between May 9 and May 30. (Fortune)Nothing says confidence in freedom of navigation like announcing you'll personally drive every ship through the strait starting tomorrow.
▸ Wikipedia — United States president Donald Trump announces that the U.S. Navy will start guiding neutral ships through the Strait of Hormuz tomorrow. (Axios)Russia solving the semiconductor shortage by simply deciding popular computers are now a strategic resource subject to rationing.
▸ Wikipedia — The Russian Ministry of Industry and Trade will restrict supplies of popular computers starting 27 May 2026. (Reporter)