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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.
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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.
Middle East Energy Update (WhatsApp sent to clients)
Despite mounting claims that clandestine operations are freeing tankers from the Gulf, QS hard data tells a different story: a steady 2.0mn bpd via the Strait of Hormuz, a 12–13mn bpd daily supply shortfall with no change, and a China driving paper price suppression through stra…
Oil Prices & China's Vanishing Imports
What started as a WhatsApp update to clients on Friday is now a formal QS Macro Research Note. As headlines swirled around oil supplies and China's import trajectory, David Roche flagged a dynamic most market participants are missing: it's not demand destruction driving the pric…
Airline Fuel & the Air France/KLM Assurance (Client Q&A example)
Airline Fuel & the Air France/KLM Assurance: When a client flagged that Air France-KLM's CEO had publicly assured markets of no fuel shortage this summer, they wanted to know: does that undermine the thesis? We broke down exactly why it doesn't, a slashed schedule, pre-crisis he…
Autumn Sonata
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear.
Houthi Attacks - The Consequences
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.
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.
Spring Of Discontent
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.