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Navigator: Middle East Energy: Fragile Calculus
Navigator: Middle East Energy: Fragile Calculus Pivot: The week opened with hopes that the interim ceasefire would normalise trade flows. Exports appeared to recover temporarily, peaking at 14.5mn bpd on June 24. Shock: The June 25 drone strike on the M/V Ever Lovely tr…
Navigator
Navigator. This report is not about the price of gas at the pump. It is about what happens when there is no gas at the pump. The long AUD position has been closed, and the proceeds are being added to EU Renewable Energy Equities. The reason is that the energy crisis me…
AfterWar - War Damage and How Economies Recover
AfterWar - Counting War Damage & Mapping How Economies Heal This report counts the economic damage from a forever loss of 10% of global Oil and Gas supply. That’s about half the current shortfall created by the Gulf shipping paralysis. The cost is that global GDP cont…
EU Energy - The Art Of The Possible
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.