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Chevron CEO: Shortages in oil supply to begin appearing

Mike Wirth, Chairman and CEO of Chevron, said on Monday physical'shortages' in oil supply will begin to appear around the world due to the closure of the Strait of Hormuz. Through this strait 20% of the global crude supply passes.

Wirth, a Milken Institute-sponsored discussion participant, said that economies will shrink first in Asia as the demand for goods and services adjusts to the reduced supply. The strait is still closed due to the U.S./Israeli war against Iran. Wirth noted that "we will begin to see physical shortages" as surplus supply on commercial markets, tankers operating in shadow fleets, avoiding sanctions and national strategic reserve were being consumed.

He said that "Demand must move in order to meet supply." "Economies will have to slow down."

Wirth says that Asia is most dependent on the Gulf's oil refineries and production, while Europe will likely be next.

Wirth said that although the United States is a net oil exporter, the effects would eventually be felt in the United States. He noted that the last scheduled oil shipment from the Gulf was being unloaded at the Port Long Beach, which supplies Los Angeles and Southern California.

Wirth stated that the overall impact of the Hormuz shutdown is "potentially" as large as in the 1970s. In the 1970s, two major disruptions to?supply shook economies all over the world. Fuel rationing was common and there were long lines at retail fuel pumps.

Due to the closure of the Hormuz port, Spirit Airlines went out of business at the weekend due to a surge in jet fuel prices and a shortage of supplies.

(source: Reuters)