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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…
Trade Update
Trade Update Date: Saturday, July 12, 2025 Investment Conclusion The range and level of tariff threats made by the US this week is not something President Trump can go TACO on. Indeed the accusation that he is TACO on Tariffs probably is a factor behind the current…
Flagship Putinkind
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.
China - Overreacher Was Not Fiction
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.
China - The Five Transformations Of China
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.