Is the world heading toward an energy crisis and potential “energy lockdowns”?In this interview, the Piggos trading desk sits down with Laurent Lequeu (The Macro Butler) to break down a potential US-led oil disruption targeting Iran, and how it could ripple across global energy markets, inflation, and supply chains.We cover:Why oil prices are already risingEarly signs of rationing in AsiaThe risk of energy lockdowns in Europe & AustraliaHow shortages could hit the US within 3–6 monthsWhy food inflation may lag due to fertilizer constraintsThe case for commodity investing as a hedgeEnergy alternatives: nuclear, solar, natural gas, coalRisks of escalation, including false flag scenariosEmerging focus on critical minerals like antimony⚠️ This conversation highlights how energy constraints in Europe could cascade globally, impacting manufacturing, logistics, and ultimately consumer prices.Key Takeaways:Oil disruptions could drive higher prices and shortagesAsia is already seeing early rationing signalsEurope may face severe energy constraintsUS effects could emerge within 3–6 monthsFood inflation may follow due to fertilizer dependenciesCommodities could act as a macro hedgeNuclear, coal, and gas may outperform renewables short termContact Laurent:https://themacrobutler.com/https://themacrobutler.com/financial-… https://x.com/LLequeuContact usbuy our books https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: [email protected]#EnergyCrisis #OilPrices #Inflation #Commodities #Macro #Geopolitics #SupplyChain #Uranium #NuclearEnergy #OilMarket #Investing #Recession #EnergySecurity