Fastest Four: Is the Petrodollar Dead? The Oil Warning Nobody's Saying

Oil prices are down — so why is the physical market telling a completely different story? 🛢️ Since mid-March, actual barrel prices have been running significantly higher than futures prices. The Strait of Hormuz has seen barely 1.5 days of normal oil flow since March 1st. Japanese refiners started buying U.S. crude. Chinese buyers drove Vancouver shipments to record highs. Indian refiners grabbed whatever Venezuelan crude they could find.

When sophisticated traders stop negotiating on price and just need barrels — that's not a Wall Street story. That's a supply crisis.

Plus: the "death of the petrodollar" headlines are everywhere right now. We slow down and look at what the data actually says — and it's not what the headlines suggest.

Georgia Stuart breaks it all down in under 4 minutes.