Lori Ann LaRocco's Substack

Lori Ann LaRocco's Substack

The "Red Line" and Burn Rate of Global Inventories

Why we haven't seen the brunt of energy shocks.

Lori Ann LaRocco's avatar
Lori Ann LaRocco
May 28, 2026
∙ Paid
  • The duration of the war establishes a “normalcy” for the dysfunction.

  • Energy analysts are crunching “red line” scenarios for both country and company energy inventories.

  • International Energy Agency warns that oil markets will enter the “red zone” by July and August.

In the next several weeks, expect to hear more about the “Red Line”. The term used to defi…

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