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Middle East Energy: How Fast Will Supply Recover? Watch the Ships, Not the Rigs
David Roche assesses why Middle East crude supply should recover faster than production capacity over the next six months, as Gulf shipping flows and a 300mb inventory buffer narrow the global oil deficit and push crude toward a $75–85/bbl range.
ME Energy: How Fast Will Supply Recover?
ME Energy How Fast Will Supply Recover No! I don’t think the ME Deal addresses any of the major issues or makes the world a better place. But it binds Iran and the US together with a common rope of self-interest. Iran, meaning the IRGC thugs, get back into the dollar flo…
NDTV Profit - Oil Prices, AI Boom & Markets: David Roche Breaks Down What The US-Iran Deal Means For India
What does the US-Iran peace deal mean for markets? Strategist David Roche tackles that question on NDTV Profit, unpacking how a reopened Strait of Hormuz and normalizing oil supplies could ease inflation, support global growth, and extend the AI-driven rally still powering marke…
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Middle East Energy Update (WhatsApp sent to clients)
Middle East Oil Supply: David Roche's weekend WhatsApp update — now published in full for your reference.
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble David Roche delivers a stark warning on the global economy, oil markets, and the growing disconnect between financial markets and economic reality. With crude oil …
David Roche of Quantum Strategy appeared on CNBC Access Middle East today
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets. Applying the theoretical arguments about when Macro matters to Economies and to Markets to what is happening in the MIddle East.
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
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…