Commodity Shock Scenario: Oil Spike

Goal: model effects of a 20% oil price spike. Perplexity: gather prior episodes and demand/supply narratives; list vulnerable sectors. Bloomberg: GP<GO> for Brent/WTI; FA<GO>/RV<GO> for energy‑intensity metrics of sectors; ECO<GO> for inflation pass‑through; SPLC<GO> for supply‑chain exposures. Deliverable: sector impact ladder and inflation pass‑through estimate.