🛢 Oil Markets Are Dangerously Complacent About What’s Coming — Commodities Veteran Jeff Currie
Jeff Currie, former Goldman Sachs global head of commodities research and now senior adviser at Carlyle, warns financial markets are catastrophically underestimating the oil crisis building beneath the Iran war.
📌 “You’re borrowing oil from the future”:
“There’s a big difference between a deficit and a shortage. We’re in a deficit. Demand is above supply. We are drawing inventories.”
U.S. distillate inventories have already fallen to 102 days of supply from 120 just weeks ago. Gulf Coast tank bottoms sit around 200–220 million barrels. “If you get below 220, you’re already in a pretty tricky situation. We’re not that far away.”
📌 “You’re going to have to feel it”:
Currie says the inflection point where deficit becomes outright shortage could arrive within days: “If you’re at 102, you’re going to feel it like any day.”
📌 The Strait of Hormuz may not be forceable open:
“All you need is a guy with a rocket launcher and some drones. There’s no way you’re gonna force that thing open.”
He pointed to the Red Sea, where after two years of bombing Yemen, shipping traffic remains down roughly 75%.
📌 “The whole Bretton Woods architecture is done”:
Currie argues the closure of Hormuz shatters the core bargain underpinning dollar dominance: U.S. protection of global trade routes in exchange for the world using the dollar system. “Who’s ever going to trust them again?”
đź”— DropSite
🇲🇽- Mexican Cartel Drone Operator seen stalking a Mexican Marine Convoy in Mazatlán.
This isn’t much of a surprise, Cartel members have reportedly been joining the Ukrainian Foreign Legions en masse to hone drone operation and close quarters combat skills.
Since many of them are starting to return home, and now training other members of their cartels, i wouldn’t be shocked to see a new level of militarization in these organizations.
My jaw literally dropped listening to this
There is a Muslim pilot who works for United Airlines that regularly makes pro-terrorist organizations posts on his social media
The Muslims name is Ibrahim Mossallam. He works on the Board of CAIR New York, which is linked to the Muslim Brotherhood
He made an October 7, 2023 Facebook post calling the Hamas attacks “resistance by a brave people.” United suspended him with pay while investigating but the Pilots Union got him his job back and he went back to flying planes in America
Since then the pilot has been temporarily resuspended for flying because of his extreme religious beliefs and posts but he is 100% still employed. He is still getting paid on suspension
I looked into this guy and he is VERY involved in Muslim organizations
From Nic Hulscher:
We found COVID “vaccine” genetic code FUSED into chromosome 19 of a Stage IV turbo cancer victim.
This is the first peer-reviewed study showing that COVID shot DNA can integrate into the human genome.
Human beings should NOT have Pfizer or Moderna DNA in their tumors.
Study Link: https://ijirms.in/index.php/ijirms/article/view/2130
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BREAKING: James Talarico Was in Ohio Mental Health Hospital During Mysterious Disappearance (AUDIO)
https://www.thegatewaypundit.com/2026/10/breaking-james-talarico-was-ohio-mental-health-facility/
HUH? Mental Hospital Denies Talarico Received Treatment After Claiming They Would “Never Disclose, Confirm, or Deny Who Our Patients Are Here”
https://www.thegatewaypundit.com/2026/10/update-mental-hospital-claims-talarico-has-never-received/