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Here is a comprehensive summary of the Bloomberg Television interview with Jeff Currie of Carlyle, breaking down the severe global macroeconomic implications of the current energy supply shock.

Overview Jeff Currie details an escalating global energy crisis defined by a massive divergence between physical commodity shortages and lagging financial markets. Describing the situation as a "molecular contagion," he…

"We've calculated about 15 million barrels per day of oil crude plus products LPG stranded... the amount of volume we're talking about on the supply loss for the Middle East is very similar to the amount of demand loss [during COVID]." - Host [00:00:32]

"The straight can't stay closed for a month because the world economy will not survive, but that…