Oil’s New Security Premium: Trading Geopolitical Chaos for Institutional Panic

Written on 04/23/2026
Mikhail Fedorov

Don't expect a peace deal to sink the barrel. The global realization of energy vulnerability has triggered a massive shift toward hoarding, ensuring that millions of barrels will flow into strategic vaults rather than the open market, effectively canceling the return to cheap energy.Pumping desiel into a car by Supawadee56 via Shutterstock
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