Fuel Shortages Are Spreading and the Timeline Is Getting Worse

Fuel shortages are starting to spread globally and the timeline to fix them is getting longer.Chuck Zodda and Marc Fandetti break down worsening energy constraints across Europe and Asia and why delays in reopening key shipping routes could turn a short term shock into a multi quarter problem.Also covered:Why supply disruptions could extend well beyond a single quarterHow shipping delays are compounding the energy shortageThe growing risk of repeated supply shocks hitting inflationA debate inside the Fed over rate cuts and AI driven productivityWhy stocks remain resilient despite rising uncertaintyFrom energy shortages to policy debates, this episode examines the risks building beneath the surface of the global economy.