The Kobeissi Letter|Mar 20, 2026 16:56
BREAKING: The IEA has issued a warning stating that the Iran War is the greatest threat to global energy "in history."
Details include:
1. The IEA says it could take 6 months or longer to fully restore oil and gas flows from the Gulf
2. Roughly 18 million barrels of daily crude oil supply remain offline
3. Russia’s Nord Stream pipelines are not operational adding further pressure
4. There is currently "no immediate way" to replace the supply of oil from the Gulf
Today concludes week 3 of the Iran War.(The Kobeissi Letter)
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