Quantum Strategy
Reports Library
Showing All Results
Report
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…
Report
Report
Dubai Debt Debacle Update
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.
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us