The Great Simplification with Nate HagensThis War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory JohnstonPrices Must Destroy Demand
12:42–13:32 · 50s
Rory explains that when supply can’t catch up and stocks near limits, prices must rise to force a 10 million barrels/day demand drop—entirely via market pain.