What locked
Headlines and conventional gauges still looked calm while structure was already under stress. On the sealed 2007–08 oil price spike replay, the entropy gap crossed Crisis in February 2006 — 29 months before the July 2008 WTI monthly peak. Energy-policy Identity registered while retail energy CPI still looked contained. WTI spot peak is outcome validator only; it is not the scored gate anchor.
_V5-locked PIT ledger — commodity Body + BBD/SPF Mind + energy-policy Identity. Same physics as GFC, Turkey, and food crisis._
What we will not claim
- No. We classify structural stress in producer states, corridors, and sanctions regimes — not price levels or dated disruption forecasts.
Data in. Score out — no AI in the number.
Full sealed case
View oil spike sealed case · V5-lock note · Energy & Commodities desk playbook.