Quantum Strategy

News Library

Showing All Results

FiltersTag Clear
Media

Catch David Roche on Peter Lewis' MONEY TALK - Tuesday 21 July 2026

Podcast ·David Roche ·21 Jul 2026

Money Talk: An in depth debate with Peter Lewis, Mark Michelson and David Roche on THE MEANING OF MOONSHOT - the nature of the US - China struggle for AI Global Supremacy and does Trumps accusations against China fit into a pattern to subvert the mid- term elections. And all th…

Media

See David Roche on NDTV Profit discussing recent events in the Gulf

Video ·David Roche ·10 Jul 2026

Watch David Roche on NDTV Profit today as he talks about the events in the Gulf over the past 24 hours. Is this just a flash in the pan, or something to be concerned about?

Report

ME OIL SUPPLY SHOCK: SENSITIVITY TO A GULF BREAKDOWN

Strategy Report ·David Roche ·09 Jul 2026

US strikes on IRGC facilities have slashed Gulf oil flow to 2mn bpd, pushing the global supply deficit to 14mn bpd. David Roche's sensitivity analysis shows this justifies spot Brent at $85-90 now, climbing to $95+ within two months as OECD inventories race toward their reserv…

Report

Strait of Hormuz Exports Jump on July 1 — But the World Is Still Living Off Storage

Strategy Report ·David Roche ·03 Jul 2026

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.

Media

David Roche on NDTV Profit (Market Open) What Falling Crude Means For India & Emerging Markets: Key Takeaways For Investors

Video ·David Roche ·25 Jun 2026

What Falling Crude Means for India and Emerging Markets: Key Investor Takeaways. Declining crude prices may bring some relief to emerging markets like India as oil flows resume through the Strait of Hormuz. Catch Quantum Strategy’s David Roche sharing his insights on NDTV Profi…

Media
Podcast

Peter Lewis - Money Talk: US-Iran Peace Talks; Strait of Hormuz & Oil Markets; Federal Reserve Hawkish Pivot; UK Political Transition; China & BoJ Monetary Policy

Podcast ·David Roche ·23 Jun 2026

Peter Lewis - Money Talk: On Tuesday’s Peter Lewis’ Money Talk podcast, Peter is joined by Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, David Roche, President & Global Strategist at Quantum Strategy, and in Washington D.C., US Economics Correspondent, writer & br…

Media

Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now

Television ·David Roche ·20 Jun 2026

Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now AI rally, Fed policy, Iran deal and oil prices — global markets are balancing multiple big themes. In this exclusive conversation, David Roche of Quantum Strategy breaks down the m…

Media

David Roche on CNBC Squawk Box Asia: The recent agreement between US and Iran a "bad bad deal"!

Video ·David Roche ·19 Jun 2026

Catch David Roche on CNBC’s Squawk Box Asia today, where he describes the latest truce agreement between the United States and Iran as a “bad, bad deal” that will endure because of shared interests on both sides.

Media

Shipping of Oil through the Straights of Hormuz begins! Hear David Roche on Breakfast Business with Joe Lynam today!

Podcast ·David Roche ·18 Jun 2026

Shipping of Oil through the Straights of Hormuz begins! Hear David Roche on Breakfast Business with Joe Lynam today. A trickle of tankers have started shipping oil through the infamous Straits of Hormuz pushing down oil prices. David Roche the founder of Quantum Strategies …

Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us
An unhandled error has occurred. Reload 🗙