Human Moat Lab

We have lost the 9mil bpd this is our forecast how demand will snap into the new norm from 2h April and May. I believed we already reduced around -6mil via petchem and aviation, now the last -3mil bpd will happen in May, in UK/EU/OZ. Full article link in comment.

the news today has already confirmed airports in Italy, France, UK, Australia are likely going into rationing their airport by May. This is exactly what the article suggested the transportation(air+ship+road) is going to hit hard for the oil crisis. Full article in comment above

This is the new baseline where economy will opt in: 93-94mil bpd This is inevitable as the supply had already reduced. From the number of ships we believed this are "shut in" wont be pumpable in near future. Full article link: humanmoat.substack.com/p/live-with-89…

We have lost the 9mil bpd this is our forecast how demand will snap into the new norm from 2h April and May. I believed we already reduced around -6mil via petchem and aviation, now the last -3mil bpd will happen in May, in UK/EU/OZ. Full article link in comment.

The International Energy Agency’s head warned Thursday that Europe is going to run out of jet fuel in as few as six weeks.

EUROPE: Europe has faced massive fight chaos at during Easter. holiday Ryanair is now warning travelers from the UK and all of Europe ahead "the 2026 summer season", that fuel shortages, rising costs and broader airlines disruptions could spark significant travel chaos.

A third world life in a first class world? On top of a massive credit card loan and 33% using it to pay necessities. This is when the driver can't afford to drive @humanmoat/u-s-will-repeat-2008-as-the-worlds-prime-candidate-for-stagflation-4fd30c3b20f4" target="_blank" rel="nofollow noopener">medium.com/@humanmoat/u-s…

US is Repeating the 2008 Crisis. Stagflation is forming. Full Article in Comment

@humanmoat/aftermath-of-the-iran-war-3-europes-independence-dream-dies-us-faces-expensive-liability-3276185e1059" target="_blank" rel="nofollow noopener">medium.com/@humanmoat/aft…

Last year Europe was boldly dropped Zoom/Whatsapp, put up their own rockets and satellites. But March 2026.... Europe made a U-turn, expands a massive 5% GDP spending on US defense... US will find out this is a liability later on... link in article

We can't freeze the inflation rate for fourteen days.

Mission Success: A look at the "Command Chair."

@JesnaSajan @ViduAI_official @vidujapan vibrant colors!

Dear Australia, Lowering the diesel restrictions from 10ppm to 50ppm, is not a effective downgrade. Because most of the alternative diesel are 500ppm. Suggest using 500ppm for mining, the same fuel with South East Asia, could open up way more supplies. @AlboMP

@ExquisitMe @ViduAI_official funny! what a lovely buddy :D

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Human will stand against what they believe is right even when all odds are against them. But Machine doesn't. #Vidu #ViduQ3 #Duscar youtube.com/watch?v=N6fWsy…

If i have to die trying, let be it! Inspired by Elon! my girlfriend made her entry for the DUSCAR Global Creation Contest by Vidu! Here see how powerful Vidu Q3 here in reply By Rainbowlandgal at Youtube #Vidu #ViduQ3 #Duscar

Inflation maybe is a smaller problem then a fuel shortage. Oil problem maybe a smaller problem then a food shortage. Everyone still thought Asia is going to break first, but it will be the west.

The fight is not crude oil - it is the diesel and jet fuel. Aftermath of Iran War 2: Diesel and Naphtha Famine that strike directly into UK and Europe Industry @humanmoat/the-east-decoupling-2-the-diesel-shortage-and-naphtha-famine-a5619f23e9aa" target="_blank" rel="nofollow noopener">medium.com/@humanmoat/the…

UK will enter critical moment in April. Running out of diesel for truck and jet fuel for airport. Energy crisis stab directly to its Europe core industries x2. Going to post a article about how this happens. Join Human Moat on Medium

@JesnaSajan Thanks dear here is my article :D @humanmoat/the-east-decoupling-2-the-diesel-shortage-and-naphtha-famine-a5619f23e9aa" target="_blank" rel="nofollow noopener">medium.com/@humanmoat/the…