The world is adjusting in ways that provide more time for that to occur. For example, Saudi Arabia is exporting more of its crude through the port of Yanbu on the Red Sea than before the war. It has increased exports from there from 2.8 million bpd to 7 million bpd by utilizing an east-to-west pipeline.

A large tanker carrying Canadian propane was resold to new buyers at least five times before it even reached its destination after leaving the British Columbia coast last month, a sign of the scramble for fuel in Asia caused by the war in the Middle East.