https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/pandoras-bog-amv.pdf
Most estimates of the impact of the war show 20% of global oil markets disrupted... If so, it would be the largest disruption in terms of barrels and % of spare capacity since WWII. #J.P.Morgan
References
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