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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…

#Energy#Middle East#Russian Energy#Energy Supply and Demand#Energy Exports#Middle East War#Middle East Conflict#Energy Impact Iranian War#War in the Middle East#AI Bubble & Middle East Bust#Middle East: The Global Energy Deficit#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#Energy Prices#Russian Energy Exports. Read More
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Ukraine: US 28 Point Plan is a Yalta moment for Europe.

Strategy Report ·David Roche ·22 Nov 2025

President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different…

#Russian Debt#Vladimir Putin#President Putin#Russian Influence#Ukraine. President Zelensky#Trump & Putin#Russian escalation in Europe#Russia Foreign Exchange Assets#Trump Ukraine Rhetoric#Russian Assets#Trump's 28 Point Peace Plan#East Ukraine#Zelensky#Trump Russian Business Deal#President Zelensky#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine Invasion#Ukraine War#Putin Strategy#Russian Energy#Russia#Ukraine Read More
Report

US Sanctions - Russian Oil Tanks

Strategy Report ·David Roche ·13 Jan 2025

Russia Sanctions & Oil. New US Sanctions are e nough to keep Brent between US$ 80-90 bbl and to heft shipping rates for legitimate tanker fleets. A Trump embargo on Iranian oil shipments could add to pricing pressure., Russia accounts for about 13% of global crude pro…

#Iran#Trump Policy#Shadow Fleet#Undersea Cables#Grayzone Warfare#Russian Energy#Trump#EU#Energy#Russian Energy Exports. Read More
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