#GateSquareMayTradingShare

THE WORLD WILL RUN OUT OF OIL RESERVES IN JUNE 2026.

This is not a prediction. This is the timeline based on the current drawdown rate.

The Strait of Hormuz has been near closed for two months. The world has been consuming emergency reserves at 4.8 million barrels per day, a rate that has never happened before in any war, any embargo, any supply shock in modern history.

Those reserves were built specifically to survive exactly this kind of crisis. They are almost gone.

Here is the actual timeline:

June: global inventories hit operational stress levels. Countries start making impossible choices about who gets fuel and who does not.

September: inventories reach the absolute minimum level required for pipelines to pump, refineries to operate and export terminals to function. Below that point it is not a price problem. The physical system stops working.

Pakistan has 20 days of fuel left. Indonesia, Vietnam and the Philippines are weeks away from critical shortage. Europe's jet fuel stocks have dropped 33% since the war started and summer flight season begins in weeks.

The US emergency reserve is at its lowest level since 1982.

Governments already coordinated the largest emergency reserve release in history and It is not enough. The drawdown is consuming reserves faster than any release can replace them.

And if Strait of Hormuz reopens tomorrow every country on earth rushes to restock what they burned. That restocking creates a second massive demand surge on top of already depleted inventories.

The price spike after the war ends could be worse than the price spike during it.