… Neither will the Customer Thanks to one war or another, Russian oil is (mostly) off the open global market, Iran’s oil blocked and the other Gulf petro-states are at three quarters the old capacity. And somehow, said dumpster fire is going to present you with a bill. One problem with today’s geopolitical dumpster fire is that launching attack drones at oil tankers is so much more distracting than a turf war between shipping and procurement - which is more likely to blow up