OilWatch Intelligence

Systemic Fragility Monitor

Node-level failure-mode model for the global oil supply system. Probabilities are subjective and correlated through the master variable — a reasoning scaffold, not a forecast.

HORIZON · 12 months SCORE · P(adj) × Impact, 0–10 RANK · expected harm, descending UPDATED ·
Master variable · Ceasefire state

Flipping this re-prices every war-conditional node by its sensitivity and re-ranks the board. This is where the correlations live: on the “collapsed” branch the war-driven nodes move together, which is exactly why their probabilities must never be summed.

System stress index
/10
Highest expected-harm node
/10