Dr. Philip Verleger is a Denver-based economist who owns his own firm and focuses on the economics of energy. Phil served on President Ford’s Council of Economic advisors and was an adviser to the Secretary of the Treasury in the Carter Administration. Helped create the oil futures market. He's written a lot on energy disruptions over the years and unfortunately this is a target-rich environment for that sort of analysis.
Here's Phil's website: PKVerleger LLC
Here's a piece from 2018 in which Phil predicted that changes in low-sulfur requirements for shipping fuel would massively hurt the supply/demand balance in the diesel market: TIE_Sp18_Verleger.pdf (international-economy.com)