WARNING: Read me before buying OOO, page-129

It's quite obvious.

The reality is you can throw stimulus to keep balance sheets up, but that does nothing to address the physical issue.

The supply/demand curve is completely out of whack. The oversupply of oil a the moment is multiples of what demand is.

You don't just "re-open" economies as people think. It will take months, this imbalance isn't going anywhere.

So this now begs the question, what happens when you reach capacity for storage?

Countries that A - don't refine at home and B - rely on the spot price are now in big trouble.

You need to take the blinkers off.