Energy Prospectus

It appears that there is wide agreement that stagflation is upon us and that both inflation and stagnation will accelerate over the next several month.
My question is if you have seen any estimates of demand destruction resulting from the stagnation?

No.
IMO it will take months if not a year to get our supply chains back to normal and that is going to take a lot of oil-based fuels. Natural gas and other space heating fuels are in short supply (critical in some areas), so demand will remain high.
OIl demand exceeds supply and OECD petroleum inventories are too low and still falling.