| 00:00 - 00:05 | War starts. Russia–Ukraine. |
| 00:05 - 00:07 | Everyone on TV: “Oil will stop!” |
| 00:07 - 00:10 | Prices explode. 100 plus! Panic. Charts. |
| 00:11 - 00:16 | Experts sweating. But oil… Oil never stops moving. |
| 00:17 - 00:21 | It just goes dark. No AIS. No signal. No country. |
| 00:21 - 00:24 | Tankers disappear at sea… Like my socks in the washing machine! |
| 00:29 - 00:31 | You know they exist. But you cannot find them. |
| 00:31 - 00:34 | Oil is flowing… Invisible. |
| 00:38 - 00:40 | Ghost barrels. Ghost captains. |
| 00:41 - 00:47 | Even the GPS says: “I don’t know.” |
| 00:47 - 00:50 | Prices drop. |
| 00:50 - 00:56 | Everyone says: “Relax, supply is fine.” “Drill baby drill.” |
| 00:58 - 00:59 | Fine? Nobody can see it! |
| 00:59 - 01:01 | Demand shifting in the background. |
| 01:04 - 01:06 | AI data centers. Electricity everywhere. |
| 01:06 - 01:08 | Servers eating power like teenagers six-seven |
| 01:13 - 01:14 | But analysts say: “Demand is soft.” |
| 01:14 - 01:16 | Because the oil is hiding. The data is hiding. Reality is hiding. |
| 01:16 - 01:20 | Then they force the dark oil back into daylight. “Be transparent!” they shout. |
| 01:21 - 01:27 | And now it clears… At higher prices. |
| 01:35 - 01:36 | Because demand never stopped. It was just playing hide and seek. |
| 01:36 - 01:39 | Inflation says hello again. Very polite. |
| 01:40 - 01:44 | December 2025 arrives. Every trader. Every bank. Every newsletter. |
| 01:44 - 01:47 | “SUPPLY GLUT!” “SUPERGLUT 2026!” PowerPoints everywhere. |
| 01:47 - 01:49 | Arrows pointing down. Very convincing arrows Twitter, Linkedin experts, Economists all agree... |
| 01:50 - 01:53 | And OPEC? Silent. |
| 01:54 - 01:56 | Like the only adult in the room. |
| 01:56 - 01:58 | They look at each other: “Spare capacity?” “What spare capacity?” |
| 01:58 - 02:02 | “We think we have some…” “In 2026 we invite consultants to count it!” Very scientific. |
| 02:05 - 02:07 | Meanwhile… Iran war hasn’t even started. Venezuelan oil going back to the U.S. |
| 02:10 - 02:11 | Dark barrels coming back with passports. Still clearing over 70 dollars. |
| 02:11 - 02:13 | In December it was 55. |
| 02:15 - 02:17 | That is the best return of everything everywhere! |
| 02:17 - 02:20 | Better than tech. Better than crypto. Better than AI! |
| 02:21 - 02:28 | And they scream: “Glut! Glut!” |
| 02:29 - 02:30 | A glut that makes 30 percent in two months. |
| 02:30 - 02:32 | Very aggressive surplus. |
| 02:36 - 02:39 | And OPEC just sits there… Watching everyone panic about too much oil… |
| 02:40 - 02:42 | While producing almost everything Ghost barrels. Invisible capacity. |
| 02:50 - 02:55 | Invisible spare capacity. Like your gym membership. |
| 02:56 - 02:58 | You say you have it… But nobody has seen it in years. |
| 02:58 - 03:04 | “Trust us,” they say. “We can increase anytime. |
| 03:04 - 03:09 | Anytime… except now. |
| 03:09 - 03:11 | Market analysts drawing curves. |
| 03:16 - 03:20 | Meanwhile tankers doing magic tricks. Now you see me. Now you don’t. |
| 03:23 - 03:26 | Energy banks screaming: “SUPERGLUT!” With 12 disclaimers and 47 footnotes. |
| 03:31 - 03:36 | Seventy! For a glut!If this is glut… I’m scared of shortage. |
