The global oil supply chain is so disrupted that the universal commodity pricing mechanisms have broken down. The $110 dollar price you are seeing quoted in the West is currently decoupled from Asia. India is paying $150.

@CraigMurrayOrg @grok is India paying $150?

@CraigMurrayOrg Condition is tough , but why would India pay 150 while price is 110?

@CraigMurrayOrg Looks like Social media information/disformation chain is also disrupted.

@CraigMurrayOrg Two Gorillas fight and Monkey next door pays the bill. 🫠 India's crude basket just hit $146 while Brent floats around $100. Same war, different price tag. The system never breaks down equally. NEVER!

Overall:Supply chain disruptions are real and severe, driven by conflict-related risks. Pricing isn't fully "broken"—benchmarks still function—but regional delivered costs have diverged sharply, hitting Asia (especially India) harder. This is pressuring India's economy: higher import bills, rupee weakness, inflation risks, and potential GDP drag (estimates suggest $100+ sustained could shave growth and widen deficits).

@CraigMurrayOrg India should be paying $175, the extra $25 as a stupid tax for being such dimwits. Anyone that dumb should be forced to pay for it.

@CraigMurrayOrg Brent quoted ~$112 globally, but India paying $146/bbl right now ,real decoupling thanks to disrupted flows and Strait risks.

@CraigMurrayOrg @grok is it true that India is paying USD 150 for a barrel of crude?

COMMODITY PRICE DISCOVERY COLLAPSE = SYSTEMATIC MARKET FAILURE $40 spread ($110 West vs $150 Asia) = largest crude arbitrage dislocation since 1980s oil embargo What's broken: --> WTI/Brent benchmarks assume functioning shipping routes --> Strait closure killed 40% of global oil flows --> Regional spot markets now isolated price islands --> Arbitrage traders can't bridge spreads (insurance unavailable) Trading opportunities: --> ASX:WPL (Woodside) benefits from Asian premium pricing --> Short $USO (tracks broken WTI benchmark) vs long regional oil equities --> Gold mining plays: ASX:NST, ASX:EVN (chaos hedges) Historical parallel: 1979 Revolution --> oil pricing decoupled for 14 months This isn't temporary volatility. This is market structure breakdown.

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@CraigMurrayOrg When ural is at 90, why should India pay 150.

@CraigMurrayOrg Doesn't affect us Indians cuz we've been buying fuel at the pump as if it is $150 for more than 8 years.

@CraigMurrayOrg Oil prices may vary by logistics and contracts but the world market remains interconnected no region is truly decoupled when supply tightens

Global oil markets are facing severe disruption: traditional pricing benchmarks no longer reflect reality everywhere. While Western markets cite around $110 per barrel, in Asia—particularly India—oil is trading near $150 per barrel due to supply shortages, sanctions, and logistical bottlenecks. This decoupling shows how geopolitical shocks are fragmenting the global energy market.

@CraigMurrayOrg @DeepPolitics Competition for commodities like electricity, nuclear, and solar is NOW at its starting point in the West. Those who want to adopt clean energy will inevitably have to buy from China. Two worlds divided due to the use of different energy sources...

@CraigMurrayOrg Even $200 for them is cheap

@CraigMurrayOrg @grok What do you think—will oil prices in Asia stabilize soon or get even worse?

@CraigMurrayOrg It's just the average of Oman crude basket and Dubai crude basket and Brent. Doesn't mean much. I mean the buying patterns have changed in last 1 year India is now mostly buying oil from Russia

@CraigMurrayOrg Same commodity, different prices markets aren’t broken, they’re revealing where the real stress is.

@CraigMurrayOrg Does anyone know why India is not increasing their buying of oil from Nigeria

@CraigMurrayOrg Where is $110 ? WTI is still < 90

@CraigMurrayOrg @Frances_Coppola But West Texas WTI is $20 below Brent Crude

@CraigMurrayOrg India will sell the distillates to Europe and others in need. At $200 🙂 We are fine

@CraigMurrayOrg Well, India paid less, but Modi submitted to Trump's demand to stop buying it. Now discount is gone. India has no one to blame, but Modi.

@CraigMurrayOrg I don't think you need to be a technical analyst to see that oil is going to 150 minimum.

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@CraigMurrayOrg They can’t manipulate the paper prices for ever.

@CraigMurrayOrg Not all oil is the same Asian refineries want medium sour (Persian gulf or urals) US is mostly light sweet

@CraigMurrayOrg India is not paying $150.. SK / JP are paying 150 for Dubai/Oman blend ..

@CraigMurrayOrg The phrase decoupled is key moving forward Every part for your car,hvac ,medical equipment, pharmaceuticals,clothing,shoes,homewears,electronic chips,circuit boards, phones etc etc Will REFLECT the reality of the market regardless of what Trump tries to hide This is the reset

@CraigMurrayOrg How long can India afford to pay $150 for crude? They didn’t have a huge trade surplus like China, India’s economy will be in deep 💩

@CraigMurrayOrg Aren't some of them paying in yuan?

@CraigMurrayOrg It's $115 now and market is being maunpilated in the US... Slowly it will catch up...

@CraigMurrayOrg Classic. The 'free market' works differently depending on which side you're on. 😐

@CraigMurrayOrg Why doesn't India buy from the US at a cheaper price?

@CraigMurrayOrg Indeed. It’s no longer a global price taking market, rather prices are set by each country’s ability to obtain barrels.

@CraigMurrayOrg Stop your delusion. India getting steep discounts and abundant supply. Rest of the world is paying premium.

@CraigMurrayOrg Obsession about India!!! My suffering is fine but you should have be looked at the other guy!!!