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ME Oil: Supposing Supposing the Straits were unfrozen…..

Strategy Report ·David Roche ·06 Aug 2026

ME Oil: Supposing Supposing the Straits were unfrozen….. This note provides a toolkit for thinking through what happens if the Strait of Hormuz (SoH) is reopened, either fully or partially — and what happens to oil prices if it is not. The best that can realistically be hoped for…

#Energy#Energy Supply and Demand#Energy Security#Energy Prices#Straits of Hormuz#The Straits of Hormuz - The New Iranian Nuke#Middle East: The Global Energy Deficit#What the ME Energy Deficit Does to Global GDP Read More
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Navigator: The Heart of Each Matter

Strategy Report ·David Roche ·03 Aug 2026

Navigator: The Heart of Each Matter This piece looks at each of our major themes and highlights the critical investment variable that will make then succeed or fail. Middle East Oil Disruption - why the broadening, deepening conflict leaves Iran feeling stronger and the US lookin…

#What the ME Energy Deficit Does to Global GDP#The Gulf Crisis & the Hole in Energy Supply#Moluchkha the Naval War and Food Price Inflation#Food Price Inflation#Black Sea Disruption to Food and Energy#Black Sea Disruption to Kaxakh Oil#AI Bubble & Middle East Bust#Middle East: The Global Energy Deficit#Middle East#Middle East War#Middle East Conflict#Energy Impact Iranian War#War in the Middle East#Energy Prices#Energy Exports#Energy Supply and Demand#Energy#Russian Energy#Russian Energy Exports. Read More
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Done Wandering

Archive Report ·David Roche ·05 Dec 2022

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.

#Strategy Archive#Saudi Arabia#Energy Supply and Demand#Politics#China#Russia#Ukraine#US Influence#Zero Covid Policy#Regime Change#Iran#EU Read More
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