Energy Lockdowns Have Begun. Most People Still Don't Understand What's Coming. The IEA ju
The IEA just issued emergency orders to the entire world:
* Work from home
* Stop flying
* Reduce highway speeds
* Use public transit
This isn't a suggestion. It's an emergency playbook.
**The real danger isn't the war itself.**
It's the food and energy shock that follows. And it's already here.
Oil is at **$115/barrel** —up 50% in three weeks.
But oil is just the beginning.
**The Strait of Hormuz** carries:
* 20% of global oil
* 33% of global fertilizer
It's been closed since February 28.
**Fertilizer prices are up 40%. Exports are down 50%.**
Gulf fertilizer plants are going dark right now.
Spring planting season is here. Farmers in the US, India, and Africa are staring at **$700/ton urea**.
You don't feel it yet. You will in **3 months** when grocery prices go vertical.
Then there's helium. Pharmaceuticals. Shipping. All disrupted.
*Fortune* called this **"the 4th major supply shock this decade."**
Covid. Ukraine. Tariffs. Now this.
Except this one hits **energy, food, medicine, and fertilizer** all at once.
The IEA just released a **RECORD 400 million barrels** from emergency stockpiles.
That's a panic move. They've never released that much.
Most people are watching the bombs.
The real damage is coming from what can't get through that strait.