深潮TechFlow
深潮TechFlow|Mar 08, 2026 01:48
['1011 Crash Insider Whale' Agent: If Supply Shock Persists, Oil Prices May Face Greater Upward Pressure] Deep Tide TechFlow reports that on March 8, '1011 Crash Insider Whale' agent Garrett Jin posted on the X platform, stating that historically, there is a clear correlation between oil supply gaps and price increases: a roughly 7% supply gap in 1973 drove oil prices up by about 300%, a roughly 5% gap in 1979 drove prices up by about 150%, and a roughly 6% gap in 1990 drove prices up by about 130%. Currently, the potential supply shock around the Strait of Hormuz is approximately 15%, far exceeding historical cases. Most institutional models currently assume that this shock will last only 'a few days to a few weeks,' but almost no models anticipate the shock could persist for months. In reality, once the market consensus on the duration is broken, more long positions may be forced into the market, further driving up oil prices.
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