Shell just sold Jiffy Lube to private equity for $1.3 billion—the same month oil markets went haywire and the Middle East went back to war. The deal is done. What happens next won't show up in a press release.

The Kimberly-Clark warehouse fire. Wine tanks opened in Spain. Molotov cocktails. These aren't isolated incidents — they're lagging indicators of something broken much earlier upstream. Are you actually listening, or just collecting?