The Delay Is the Danger

May 11, 2026 - Zach and Chase discuss why the biggest risk in global energy markets may not be the initial shock — but the delayed consequences already moving through the system. They break down worsening fuel shortages, distorted oil pricing, diesel stress, inflation risks, and why the market still appears disconnected from physical supply realities. They also discuss how AI infrastructure spending increasingly resembles prior speculative bubbles, why inflation metrics may be understating real-world pressure, and why commodity markets could remain structurally tight for years.