How the big oil and gas CEOs think the Iran war supply disruption will play out

The thread discusses a potential major supply disruption in the oil market due to geopolitical events (Iran war, Strait of Hormuz closure), with a consensus that prices will rise significantly and remain elevated for an extended period, even after the conflict ends. Several comments corroborate the original post's premise with anecdotal evidence from within the industry (tanker logistics) and general economic sentiment, indicating a belief in a real supply shock rather than just market fear. There's a strong undercurrent of the market being in denial about the severity of the situation. While some comments express skepticism about oil CEOs' motives or suggest alternative supply routes, the dominant sentiment leans towards a bullish outlook for oil prices.