BRENT: -
WTI: -
NAT GAS: -
EUR/USD: -
GBP/USD: -
USD/CNY: -
USD/INR: -
USD/JPY: -
HORMUZ: OPEN ON PAPER / SHUT ON WATER / Day 94 / declared open but transits near zero since early May / 600+ tankers trapped inside Gulf, 240+ outside / 60-day reopening MoU unsigned / mines uncleared / fragile ceasefire
SUEZ: Normal / 5.5M bbl/d
MALACCA: Normal / 16.3M bbl/d

The same liter of gasoline. Wildly different realities.

Local-currency cost indexed to January 2020 = 100, showing the combined effect of crude oil prices and currency movements. 1 liter ≈ 0.26 US gallons.

WORST HIT Turkey +1,055%
G7 SURPRISE Japan +125%
MOST STABLE Euro +49%
DATA THROUGH Mar 2026
0200400600800100012002020202120222023202420252026JAN 2020 BASELINE

ACT 1 \u2014 BASELINE

In January 2020, a liter of gasoline cost roughly the same everywhere. Then the world broke.

ACT 2 \u2014 CRASH

COVID-19 emptied highways worldwide. Oil futures went negative for the first time in history. But the recovery would not be equal.

ACT 3 \u2014 DIVERGENCE

By early 2022, Turkey's lira had already collapsed. Then Russia invaded Ukraine, and energy prices exploded everywhere — but not equally.

ACT 4 \u2014 NEW CRISIS

In February 2026, the Strait of Hormuz — through which 20% of the world's oil passes — became a battlefield. Oil surged 40% in a month.

ACT 5 \u2014 NOW

Today, a Turkish driver pays 11 times what they paid in 2020. An American pays 55% more. The question is no longer if energy reshapes geopolitics — but how fast.

DATA: FRED (Brent crude monthly averages) · ECB (exchange rates via Frankfurter API)

Crude oil price per liter converted to local currency. Indexed: January 2020 = 100.