Oil, VLCCs, distillates, natural gas, neon and chip shortages mean two things: spot prices can spike for each and they can also shut down supply chains. Spot price spikes for commodities with large derivative markets behind them (oil and gas) can cause funding stresses for commodity traders and broker-dealers, and a shutdown of supply chains, either because there is no oil, gas or neon can cause a similar “tsunami” of credit line drawdowns that a shortage of workers caused when governments enforced quarantines globally during March 2020.