Episode Details

So… the last tanker to exit the Strait of Hormuz before the US and Israeli strikes has now arrived at its destination. The final barrels of crude loaded before the conflict have been delivered, refined, and consumed.

Since the end of February, tanker traffic through the Strait of Hormuz has become a critical pressure point, yet governments and mainstream media (increasingly operating as one system)  have largely avoided explaining the full implications to the public. You saw the headlines last week, didn't you? "Peace talks progressing," "Deal imminent," and suddenly… poof!... oil prices dip. 

I actually got liquidated on my oil futures again because of this nonsense. I was up 400%, sold some, and then BOOM! Fake news hits the wire, the algo-bots panic sell, and my position gets wiped out. It’s been happening for months. The market isn't pricing in reality; it’s pricing in the scripted hallucinations of the elite.

But here is the reality that the algorithms and the “What To Do In Case of a Nuclear Attack” crowd aren't telling you: The Strait has been effectively closed for three months. The last tanker that managed to squeeze through the choke point before the "terror attacks" or whatever military intervention occurred has just arrived at its destination. That gasoline is already in your tank. It’s gone.

Now, picture a supertanker. It’s not a FedEx envelope. It doesn't zip from the Persian Gulf to Houston in 24 hours. Most people still don’t understand the timeline involved. Oil tankers leaving the Persian Gulf can take two to three months to reach destinations, depending on where they’re headed. Imagine cycling from Iran, around Africa, and across to Brazil - that’s the kind of distance these ships cover. The tankers arriving now were loaded months ago.

Behind them? NOTHING!

Supply chains don’t break overnight. They empty slowly, quietly, and then suddenly everyone notices at once. We are now entering the "gradually, then suddenly" phase. The pipeline is dry. The SPR is empty. The repricing of the entire energy complex is about to break the backs of the central banks. 

Right now, everything still appears “on schedule.” The shelves are stocked, the fuel pumps are running, the construction crews are working, and people are preparing for summer as usual. But beneath the surface, the global energy system may already be entering a new phase… one almost no-one has been prepared for. (Except if you’ve been following my videos on Vigilante.TV or following me on X @ BerwickJeff.

And, while the supply shock hits the real world, the financial house of cards is tumbling. 

In March alone, oil-importing emerging markets dumped $86 billion in US Treasuries. That is the largest decline since 2011. They need cash to buy oil at any price and are liquidating US assets to get it. When nations stop buying (or start selling) US debt, the Ponzi scheme wobbles.

The US government plans another Dirty War, relies on the world holding its debt. If they stop playing ball, the bond market crashes. The dollar reserve system is eating itself alive.

But don't think for a second that this isn't orchestrated. Just