That matters because every fresh disruption could become harder for the market to absorb. Another refinery outage, Middle East escalation, or major shipping disruption would arrive against a smaller supply cushion.

Higher Oil Could Keep Central Banks Tighter

The transmission into financial markets is fairly straightforward. Higher oil prices can increase transportation costs, while rising transportation expenses can push broader prices higher. That could mean stronger inflation pressure.

The post argues that persistent inflation would leave central banks tighter for longer, potentially increasing pressure on stocks, bonds, and the crypto market.

That’s the part traders can’t casually dismiss. Energy shocks don’t stay…