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Oil Market Mystery: Missing Barrels & Financial Gluts
Geopolitical strategist Peter Zeihan joins Jim Puplava to break down the fragile Iran peace agreement and what it really means for global energy markets. Despite headlines celebrating a return to $50–60 oil, roughly 1.25 billion barrels never made it to market over the past four months—and Zeihan explains why those barrels won’t reappear overnight. With the Strategic Petroleum Reserve at its lowest since 1983, Cushing inventories below 20 million barrels, and only a trickle of tankers daring to enter the Persian Gulf, the setup points toward a possible oil crunch—or worse—this summer.
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