MarketWatch: Why the Current Oil Crisis Could Haunt Markets for Years

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Oil prices have surged as disruptions in the Strait of Hormuz impact global crude flows and tighten near-term supply conditions.While many investors expect the situation to normalize once the Strait reopens, that assumption may overlook a more important question: What happens to the oil that never made it to market?In this short MarketWatch interview, Goehring & Rozencwajg Managing Partner Adam Rozencwajg discusses why the effects of today's disruption could extend well beyond the immediate crisis. The conversation explores the potential for lasting supply dislocations, the significance of lost barrels, and why higher oil prices may continue to affect global markets even after oil flows resume.