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A global fuel challenge
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Running on Empty — Three Disruptions, No Alternatives | Pukka Perspectives
Cash does not conjure barrels that are not in the system. This is not a fuel price crisis. It is a fuel supply crisis. Three chokepoints. No viable bypass left. 20+ countries. One refinery ceiling that doesn't self-correct.
GeopoliticsInvestingAPAC AdvisorySeptember 22, 2026