Kaylee Wells

So good, isn't he?

He's got a point.

You got nothing.

It's crushing.

And the more you give it energy, it just, nah, it's not good.

Out of all those barrels in our oil inventories, a lot of them just aren't accessible.

Aaron Brady with S&P Global Energy says there's also the oil that keeps pipes lubricated and storage caverns safely intact.

So he estimates that roughly 290 million of the 426 million barrels of oil now in the U.S.

inventory won't actually get used or sold.

And at the current drawdown rate?

And even if the war ended today, it takes a couple months to get the global supply chain back up and running normally.

Dan Pickering is founder and chief investment officer of Pickering Energy Partners.

And he says as countries deplete their reserves, oil prices have been deceptively not bad.

Folks are like, what do I need to worry about?

Now, the U.S.

is in a very different position than it was the last time it was flirting with oil supply problems in the 1970s, says Hugh Daigle, professor of petroleum engineering at the University of Texas at Austin.

Today, he says it's more of a slow-moving crisis, and the main threat to consumers is a drastic change in price.

Which is why all three analysts say oil prices will rise this summer.

Dan Pickering says it could go up anywhere from 20 to 50 percent higher.

I'm Kaylee Wells for Marketplace.