Investors need to buckle up for what may be the wildest week of trading this year.

This Is Serious
September 14 (King World News) – The Kobeissi Letter:  It seems most people don’t understand how severe the energy situation is right now in the Middle East.

As of Friday, Saudi Arabia’s East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.

Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.

All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.

Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.

Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.

This is one of the most severe energy supply situations in modern history.

Oil Crisis
Ole Hansen, Head of Commodity Strategy at SaxoBank:  The IEA cut its oil-demand forecast as the prolonged Iran war forces consumers to adjust to reduced supply and elevated prices. It now expects global oil demand to fall by 2.5 million b/d this year, a 940,000 b/d deeper contraction than previously forecast and the largest annual decline since the 2020 pandemic. Despite this demand destruction, the agency sees an even deeper supply shortfall, with disrupted flows outweighing weaker consumption, inventories drawing at record rates and the return of a supply surplus pushed into 2027.

Diesel Prices Hit Record High
The Kobeissi Letter:  BREAKING: US diesel prices officially rise to a record $6.20/gallon, now up +78% over the last 9 months.

This has pushed diesel prices in California to a record $8.14/gallon, with some areas seeing price approach $9.00/gallon.

The surge in prices comes as the US is officially in peak-diesel demand season with supply at historically low levels.

Inflation expectations continue to push higher as a result…

Listen to the greatest Egon von Greyerz audio interview ever
by CLICKING HERE OR ON THE IMAGE BELOW.

Huge Inflation Problem
Charlie Bilello:  The Fed says its inflation target is 2%.

But since January 2020, consumer prices have risen at a 4% annualized rate and are now 13% above the 2% inflation trend line.

This is not price stability. Why the Fed needs to hike rates this week…

Buckle Up
The Kobeissi Letter:  Buckle up for the week of the year.

9 days ago, President Trump threatened to “stop trading” with all countries that the US has a trade deficit with if the Fed does not CUT rates.

On Wednesday, the Fed will release their September interest rate decision.

Currently, markets believe the Fed will HIKE rates on Wednesday.

In other words, the market now expects Fed Chair Warsh to make the exact opposite policy decision that President Trump wants, just 3 months after he was appointed.

If the market is correct and President Trump follows through on his threat, global trade is about to take a major turn.

This move would effectively cut off trade with ~50% of all US trading partners, including Mexico, China, Taiwan, Germany, Japan, South Korea, Canada, and India.

40% Inflation…
Charlie Bilello:  Nearly 40% cumulative inflation in a decade.

Trillion-dollar deficits.

Exploding national debt.

Money printing.

A Fed that fanned the flames.

This is what happens when fiscal and monetary discipline disappear. Americans are left paying the bill.

$200-$300 Silver
To listen to why Nomi Prins, who has been so accurate with her gold and silver price predictions, believes the price of silver will hit $200-$300 in the next 12-24 months CLICK HERE OR ON THE IMAGE BELOW.

Gold, Silver, Oil, Bonds, Stocks, Currencies
To listen to Alasdair Macleod discuss gold, silver, oil, bonds, stocks, currencies and more CLICK HERE OR ON THE IMAGE BELOW.

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