Reports Library
Showing All Results
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.
Iran: Force Posture Points to Paralysis, Not Invasion
US force posture in the Gulf points to an infrastructure-focused campaign against Iran rather than invasion — while a weakening Putin raises the odds of a calibrated escalation in Europe, kept deliberately below the NATO Article 5 threshold.
Global Choke Points: Oil, Grain and the Rising Risk to Trade
Four maritime choke points are disrupting global trade at once: Middle East oil shipments have collapsed to 3.1mn bpd from 17mn bpd in three weeks, while the MoLoCHKa offensive and Panama Canal restrictions put roughly 22% of global grain trade at risk. This note maps the suppl…
ME OIL SUPPLY SHOCK: SENSITIVITY TO A GULF BREAKDOWN
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…
Venezuela And Guyana - Not The Next Geopolitical Hotspot
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Russia's Matryoshka Energy Doll Set - The Truth Within The Truth
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Done Wandering
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Chaos Has Its Own Structure
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Saudi Arabia - A Royal Revolution
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Saudi Arabia - Stability In The House Of Saud
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.