Sultan Al Jaber, CEO of Abu Dhabi's state oil giant and one of the most powerful energy executives in the world, just dropped a sobering reality check on the Strait of Hormuz. Even if the conflict ends tomorrow, it'll take at least 4 months to restore oil flows to 80% and full recovery won't happen before 2027. The world already burned through 250 million barrels in two months. We have 35 days of cover left. This is not some analysis from a dude with a laptop and Wi-Fi. This is from a top oil executive.(Lark Davis)