“The Gas Embolism: How the World’s Energy and Sanity Are About to Burst” points out that the global energy supply chain operates like a fragile, just-in-time conveyor belt with almost no buffer stock – meaning a disruption at any point can cause a complete system-wide halt. The world consumes roughly 100 million barrels of oil daily, with global storage covering only a few weeks and no strategic reserve large enough to fill an extended gap. A disruption at a geographic chokepoint like the Strait of Hormuz would trigger a brutal cascade. Factories shut down, trucks stop moving and food and medicine…

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