NDTV The Opening: David Roche - The Coming Oil Crisis

Video ·David Roche ·21 Apr 2026

#Iran #US Iranian Peace Negotiations #Iran Regime Change #Iranian War #Energy Impact Iranian War #US-Israeli War on Iran - Macro Economic & Market Implications #Chokeholds - an investment strategy to cope with them #Chokepoints!
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 oil runs out.  This is about to happen.  The last Gulf tankers reached Asia and Europe this week.  No more are coming. The shipping blockades are now 100% effective:  great militarily - but disastrous economically.   Then the supply gap of 20% of global oil supply created by the Middle EAST crisis must be met be falling  demand.  Ergo DEMAND DESTRUCTION!   That means falling GDP  


NDTV The Opening
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