Ships are crossing the Strait of Hormuz again, yet diesel in the US costs about 63% more than in the week before the war, and the euro is weaker. This video follows the money down a five-link chain: the strait, the barrel, the pump, the interest rate and the currency. Each link moves at its own speed, and we test the chain against four older oil shocks: 1973, 1990, 2019 and 2022.
Every number on screen comes from public sources. Data current as of Oct 6-7, 2026.
MAIN SOURCES
EIA (Brent spot, Short-Term Energy Outlook, weekly gasoline and diesel prices, Today in Energy); IEA Oil Market Report 2026; Reuters (Oct 5 and Oct 7, 2026); Financial Times (Oct 7, 2026); BLS Consumer Price Index; Federal Reserve (target range, H.10 exchange rates, Federal Reserve History); ECB deposit rate; US Treasury 10-year yield. All series via FRED. Forecasts shown are the EIA's own, labeled as such.
CREDITS
Map: Natural Earth (public domain). Photos: Wikimedia Commons (Seattle Municipal Archives, CC BY 2.0; DXR, CC BY-SA 4.0; Thomas Wolf, CC BY-SA 3.0; Federal Reserve, public domain). Footage: Pixabay. Stock footage is illustrative. Fonts: Archivo, IBM Plex Mono, Newsreader (OFL). Icons: Lucide (ISC).
The full source list (S1-S22) and chapters are on our YouTube channel: @PullOneThread.
The narration uses a synthetic (AI-generated) voice. Research and writing: Pull One Thread research desk.
This channel does not take sides in the war. It explains how prices move. Not financial advice. Educational content.
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