Urgent matter
It will impact everybody. Some flights are grounded, not in the air… ships are stuck, not at sea… tractors sit idle in the garage. How long will we be able to wait for oil prices to return to normal?
Dear reader,
I bet you already know that…
Since the start of the Iran war…
Jet Fuel +78%
Gasoline +47%
Diesel +44%
Fertilizer +29%
and as of march, 31st, 2026.
NVIDIA -7.65% YTD
TSLA -19.09% 6M
GE -11.53% 3M
MSFT -21.73% 3M
META -12.04% 3M and -20.24% in 6M
GOOG -9.03% 3M
As published in the Coffee Break Facts by The Factual Daily, yesterday.
As the energy crisis continues and we understand that ships are no rocket so they take time to navigate the constant uncertainties of the sea.
Now that uncertanties are not a sea factor as much as a human operation issue.
There’s a lot in check this days, moneraty conditions, the future of the currency transactions, oil, and food - so to speak, inflation.
March, 23st we wrote about something we may forget after each 3-4 hours… food.
Now imagine Diesel prices, Fertilizer prices, Oil prices and the impact it will have in agriculture…
Will it impact everybody?
Some flights are grounded, not in the air… ships are stuck, not at sea… tractors sit idle in the garage. How long will we be able to wait for oil prices to return to normal?
More coming,
Marcelo Marini
For The Independent Thinking
If you missed our weekly missives, here’s a recap of what we shared with our members over the past two weeks of independent thinking.
Oil related issue straight from the archives, published from Uruguay on Jan 5th,2026.