AI Boom Masks Energy Crisis Risks as Shipping Costs and Supply Tighten Worldwide

Falling oil reserves could hit GDP harder than AI hype

Market veterans including David Roche warn investors may be underpricing the long-term fallout of the Middle East energy crisis. While AI spending and US resilience support bullish views, declining oil reserves and tighter supplies raise the odds of shortages, higher logistics costs, and insurance blowouts. Those pressures could translate into a sharp global GDP contraction.