Der Artikel stammt von Peter Zeihan (ex STRATFOR) - dieser hat einen noch ausführlicheren Artikel Anfang April geschrieben, in dem er negative Ölpreise prognostiziert hat - der Artikel ist lesenwert:
https://zeihan.com/coronavirus-the-energy-guide/

Auszug:
At the beginning of the crisis total global spare storage capacity was likely about 1 billion barrels. Back of envelope math suggests all storage everywhere will be filled to brim sometime around mid-to-late May, again, assuming the demand decline does not increase above 15mpbd. If the true figure is 25mpd, we hit the wall a 2-3 weeks earlier. And when that happens prices go firmly negative.