I love this perspective. Too often we focus on the moment everything fails, when the real story is the small crack that appeared long before anyone paid attention. As a product developer, I’ve learned that success and failure are both built one tiny decision at a time. Outstanding insight.
Good to see you are back !
Thanks for sticking around... more charts and chokepoints coming soon
I love this perspective. Too often we focus on the moment everything fails, when the real story is the small crack that appeared long before anyone paid attention. As a product developer, I’ve learned that success and failure are both built one tiny decision at a time. Outstanding insight.
Well said Eddy. The tiny decisions are always the real story, not the collapse.
The headline story: peace talks, crude falls, crisis over.
The physical story: refineries maxed out, SPR at 1983 levels with a quarter of it broken, Hormuz moving two tankers a day vs. 140 pre-war.
You can un-price a war before lunch. You cannot un-price a missing refinery unit.
And why is the US meddling over there in the first place??
Exactly. The barrel is fine, the equipment isn't...US motives are a whole other post.