Oil Markets Face Three-Month Window Before Supply Crisis Sharply Worsens

🛢️ SUPPLY CLOCK — Reuters puts a number on what markets already fear: 90 days. 📌 LOOK CLOSER: Three months maps to late August — before autumn demand peaks and after OECD reserves hit stress levels flagged by IEA and JPMorgan. With Doha stalled and Hormuz at day 83, no diplomatic track closes that gap. OPEC+ July output helps Atlantic routes but not Asian buyers locked out of Gulf supply. The clock is now public — and Tehran knows it.