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Navigator. This report is not about the price of gas at the pump. It is about what happens when there is no gas at the pump. The long AUD position has been closed, and the proceeds are being added to EU Renewable Energy Equities. The reason is that the energy crisis me…
AfterWar - War Damage and How Economies Recover
AfterWar - Counting War Damage & Mapping How Economies Heal This report counts the economic damage from a forever loss of 10% of global Oil and Gas supply. That’s about half the current shortfall created by the Gulf shipping paralysis. The cost is that global GDP cont…
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Then the collision
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Than the collision.
Royal United Services Institute (RUSI) - A QS Policy Paper:- MIddle East Conflict: Hidden Vulnerabilites & Strategic Failures.
This contibution was written for policy makers by David Roche of Quantum Strategy (Singaporean-based strategic advisor). It presents research on Chokeholds where the supply chains of the world economy can be squeezed shut by hostile powers with only basic weaponry. One ke…
NDTV The Opening: David Roche - The Coming Oil Crisis
NDTV The Opening: David Roche - The Coming Oil Crisis You can cut through the confusion by focussing on the one thing that tells you whether the ME Crisis is getting better or worse: is oil moving? It is NOT! What matters to economies and markes is when the…
Peter Lewis -Money Talk with Barry, Mark & David: CHOKEPOINTS- Past, Present & to Come!
Peter Lewis -Money Talk with Barry, Mark & David: CHOKEPOINTS- Past, Present & to Come! A discusion about CHOKEPOINTS - past, present and to come. Why did our dependence on energy chokepoints like the Gulf increase over the last decade when supply chains were supposed to b…
A Strategy for Chokeholds
A Strategy for Chokeholds This report is about lessons to be learned from the Middle East blockades for the long term de-risking of portfolios and of supply chains. The former lessons are for portfolio managers and the latter for policy makers. The need is urgent because the…
ME Escalation – The Start of the Oil Stop
ME Escalation – The Start of the Oil Stop Escalation of the Gulf makes the US policy of cutting off Iran’s oil revenues much more effective. The struggle within the Iranian regime, with the hardliners gaining ascendancy at the moment, makes a negotiated settlement with …
ME – Cutting to the Quick
ME – Cutting to the Quick The US blockade so far appears to be only partially successful in halting Iranian oil shipments or restoring freedom of navigation using the Omani exit route from the Straits of Hormuz (SoHo). The continued flow of oil from Iran will ease s…
Peter Lewis Money Talk - Now comes the real energy crisis - the economics of blockades
Peter Lewis Money Talk - Now comes the real energy crisis - the economics of blockades