MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

Every argues escalating Iran and Ukraine conflicts risk a diesel crunch that could split the global oil market into US-aligned blocs.

• Diesel crisis risk: Michael Every warns a real global diesel crunch is possible given depleted inventories, closed Western refineries, and Middle East/Russia disruptions, calling oil trading now inseparable from geopolitical analysis.
• Fragmenting energy market: Every argues the 'one-world' oil market may split into a US-led bloc ('North American Petroleum and Hydrocarbons Trading Hub Association') using export bans and Defense Production Act powers against rivals.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.