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US Middle East Position
QS expects no substantive US military action before the Midterms, with a third Strike Group giving only a short window for temporary escalation. The main risk is Iran escalating and putting further military stress on the Gulf States.
Arctic Shipping: Promise, Limits and Strategic Reality
Arctic Shipping: Promise, Limits and Strategic Reality Arctic shipping is no longer pure speculation, but is it a real challenge to Suez and Malacca? David Roche weighs Russia's Northern Sea Route against the numbers: the vessel-size limits, icebreaker costs and insurance risk st…
David Roche on ET Now: Oil Nears $90 As West Asia Escalates: What Happens If Hormuz Stays Disrupted?
Iran fires. UAE freezes ties. Oil surges past $90 as 80% of tankers now reroute through the Oman corridor. Two experts, one flashpoint: David Rash says the world is racing toward a $125 oil shock — Sai Akif Zedi says Iran can take the pain, and it's the US that's bleeding. Who's …
NDTV Profit: Oil At $125? David Roche Warns Of A September Market Shock | Trump, Iran & Inflation
See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as oil threatens to spike to $125 and Iran's regional posture tightens supply further. He says inflation can flare back up far faster than markets expect, and Sep…
Navigator: Measure for Measure
Navigator: Measure for Measure The lullaby that the ME war has plateaued into economic irrelevance reached fever pitch this week. Most of the propaganda was unsubstantiated twaddle. The IEA, by contrast, showed continuing inventory drawdowns, which point to inventory exhaustion b…
Has Saudi Arabia Diverted Its Oil Flows Through Suez?
Saudi Arabia has offset only about half its lost Bab-el-Mandeb shipments via the northern Suez route, leaving a net ~1mn bpd supply loss and pushing the Global Daily Crude Oil Deficit to 14.6mn bpd.
David Roche on NDTV Profit: Oil To Hit $125? David Roche's Stark Warning On Middle East Crisis
The Bab el Mandeb! A picnic spot on a beautiful beach? Not quite. It's the strait the Houthis just closed. David Roche on NDTV Profit: with Red Sea shipping disrupted and inventories thin, crude could hit $125/bbl if US-Iran tensions drag on and the US has few alternative route…
David Roche Featured on Peter Lewis' Money Talk
David Roche, President and Global Strategist at Quantum Strategy, joins this Wednesday's episode of Peter Lewis' Money Talk podcast alongside Tim Huxley, Chairman of Mandarin Shipping. Bringing a view from Japan is Nick Smith, Japan strategist at CLSA.
See David Roche's Stark Warning! Oil At $90 Could Be Closer Than Markets Think | Business News | ET Now
Catch David Roche on ET Now as he offers a cautious take on the global economy, warning that ongoing tensions in the Strait of Hormuz could disrupt oil markets and push crude prices toward $90 a barrel. He also flags concerns about rising bond yields, inflation, and whether the…
Strait of Hormuz Exports Jump on July 1 — But the World Is Still Living Off Storage
The world is still running a 6mn bpd crude supply deficit and living off inventory to hide it. David Roche's latest tracker on Strait of Hormuz flows, tanker traffic, and the countdown clock on Gulf storage. Full report attached.