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US Taps the SPR Again: A Political Gesture That Contradicts Its Own Story
THE BOTTOM LINE A pure political move. It may delay, but will not cancel, US executive market interference with diesel exports. No change to oil prices. The release will not alter global or US domestic prices for crude or refined products. But it contradicts the Administration. T…
Greenland: The Deal and Its Northern Shadow
The Trump Greenland Deal is a lot more than a rejig of the 1951 Agreement to grant the US more military and economic rights in Greenland. It goes far beyond that. It is a pretty significant building block in Trump’s Donroe Hemispheric Architecture and a major retreat by the EU an…
📺 Catch David Roche and Dan Murphy on CNBC’s Access Middle East today discussing the U.S.-Venezuela deal.
📺 Catch David Roche and Dan Murphy on CNBC’s Access Middle East today discussing the U.S.-Venezuela deal. David Roche says Venezuela could boost oil production from about 1.2–1.3 million to 3 million barrels per day, but only with around $100 billion in investment over five year…
📺See David Roche and Dan Murphy on CNBC Access Middle East today.
📺See David Roche and Dan Murphy on CNBC Access Middle East today: David believes oil flows from the Strait of Hormuz are probably much lower than U.S. estimates. He notes that although Washington’s economic pressure on Tehran is increasing, it’s unlikely to alter Iran’s goal of …
See David Roche on NDTV today: Global Markets Face Middle East War, Russia Risk & Rising Inflation: Could India Still Benefit?
Oil at $85–95, grain prices up 12%, and a widening window for Russian gray-zone escalation in Europe: David maps the macro backdrop most portfolios aren't pricing in. Non-AI margins face a cost-push squeeze while leveraged AI valuations sit exposed to any rate response, a combina…
Catch David Roche on Peter Lewis' MONEY TALK - Tuesday August 25, 2026
An insightful but far-from-boring dissection of the US Economic D-Day for Iran; Trump’s latest Trade War with Canada; and US Treasury bond market intervention. Some surpising bones are unearthed. Why D-day could effect Iran’s ability to finance its war through tracing links for U…
Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now
See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enforcement impossible without risking a direct conflict Washington won't pick. He warns the real threat to markets is Treasury "financial repression" in the bond …
See David Roche on NDTV: Oil Could Hit $125? David Roche's Warning On Oil Prices, US Yields & Indian Markets
David Roche on NDTV: the US Treasury is "playing God" with long-term yields, and he thinks it backfires, spooking foreign bond buyers and edging toward financial repression. His next call: Brent could hit $125 as inventories crash toward critical levels, and he's turned more bull…
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 …
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…