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NDTV The Trump One Page Memo that Settles Everything - looking at it from the IRGC perpective
NDTV- This 3 bite interview by NDTV’s crack anchors with David Roche is different!! It is mercifully brief and shorn of all BS! And it deals with any US proposal (which we await) from two perspectives: One, that of an Iranian IRGC leader - what does he want and what is he pr…
Peter Lewis Money Talk - The Gulf, Asia & Market Excesses
A very interesting conversation with Carlos Casanova, Peter Lewis and myself about the ecoomic waves that will hit Asia stermming from the Gulf Crisis.
NDTV THe Opening - The Significance of UAE Quitting OPEC
UAE leaving OPEC+ What’s the significance. Short term none because oil is blockaded Long term BIG because UAE outside OPEC could boost Gulf oil output by 12-15% and global output by 2%. This could reduce global oil prices 5-8% But price fall probably won’t happe…
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
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.
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 suppo…
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
NDTV The Iran Ceasefire: - why it leaves investors in Limbo- not Heavan or Hell.
NDTV David Roche on what the ME Ceasefire Means. Why this leaves investors in purgatory not hell or heaven. And why the Iranian regime has snatched victory from the jaws of Trump’s expletive threats.
ET Now News: David Roche: The Gulf! 3 Outcomes & 3 Oil Prices - Demand Destruction & Supply Chain Transmission Slowness!
This broadcast by ET Now is different! It looks at the impact of legnthy supply chains upon the energy crises in oil importing markets. It examines what amount of demand destruction and what level of oil prices would overcome the inadequacy of supply due to the ME War (a hole of…