Historic oil/gas supply disruption from Iran war

IEA 11-12M bpd shortfall/140bcm LNG persists; Brent $96-100/WTI $98+ on Saudi 600k bpd/700k pipeline/Kuwait drones amid Hormuz blockade; US Mar CPI 3.3% from +20% gas to $4.15/gal; EU/SE Asia shortages; rebound pressures post-talks fail.