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Strait of Hormuz Exports Jump on July 1 — But the World Is Still Living Off Storage
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.
Urea & Grain Markets (Client Q&A Example)
Urea & Grain Markets: When a client asked why US fertilizer prices were collapsing while grain prices fell simultaneously, we didn't wait for the next research note! We responded in real time. The answer: two separate stories with two separate drivers and confusing them leads t…
Taiwan - Operation Sword...And So To Bed 28.05.
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.
The Tale Of The Schizophrenic Dog
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.
Dark Clouds
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.
The US Budget Deal - Why It Doesnt Matter And Then Does - An International Perspective
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.
Learning To Live In The Gray Zone Copy
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.
Learning To Live In The Gray Zone
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.