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EPISODE · Mar 26, 2026 · 20 MIN

BREAKING: Oil Rationing Have Started

from Eurodollar University · host Jeff Snider

The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much of Asia, and it’s now threatening to hit Europe according to the CEO of Shell Energy. It’s only been about four weeks but we’re seeing major disruptions already, from Australia to South Korea, India, Egypt. Among the hardest hit is the Philippines. There are reports today some airlines are being told to plan for rationing fuel in a few places. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------Australia Fuel Crunch Expands to Hundreds of Gas Stationshttps://www.bloomberg.com/news/articles/2026-03-24/australia-fuel-shortages-expand-to-hundreds-of-service-stationsSecuring Australia’s fuel supplyhttps://www.energy.gov.au/news/securing-australias-fuel-supplyEgypt mandates new closing time for malls and cafes to curb energy usehttps://www.egyptindependent.com/egypt-mandates-new-closing-time-for-malls-and-cafes-to-curb-energy-use/India Turns to Dirty Fuels to Fight Crippling Supply Squeezehttps://www.bloomberg.com/news/articles/2026-03-12/india-turns-to-dirty-fuels-to-fight-off-worst-supply-disruption-mmnfhzzsMarcos promises 'flow of oil' as Philippines declares energy emergencyhttps://www.bbc.com/news/articles/c3ex8ez3717oAirline boss flags possible fuel rationing in Philippines as supplies dwindlehttps://www.scmp.com/news/asia/southeast-asia/article/3347804/airline-boss-flags-possible-fuel-rationing-philippines-supplies-dwindleSigns of Jet Fuel Hoarding Emerge in Asia on Iran Oil Shockhttps://www.bloomberg.com/news/articles/2026-03-25/signs-of-jet-fuel-hoarding-emerge-in-asia-after-iran-oil-shockShell Boss Warns Europe Is Next After Asia Suffers Fuel Squeezehttps://www.bloomberg.com/news/articles/2026-03-24/shell-boss-warns-europe-is-next-after-asia-suffers-fuel-squeezeOil giants raise the alarm over energy shortages as Iran war drags onhttps://www.cnbc.com/2026/03/25/iran-war-oil-shell-totalenergies-energy-strait-of-hormuz.htmlS&P Global March 2026 US PMIshttps://www.pmi.spglobal.com/Public/Home/PressRelease/adc91b5cf42442cbb220d5b66b64ec7dIndian police manage long lines as panic grows over fuel shortageshttps://www.aljazeera.com/video/newsfeed/2026/3/25/indian-police-manage-long-lines-as-panic-grows-over-fuel-shortageshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

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This episode was published on March 26, 2026.

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The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much of Asia, and it’s now threatening to hit Europe according to the CEO of Shell Energy. It’s...

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