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Why Hasn't the Oil Price Gone Stratospheric? (Client Q&A)
Gulf paralysis has removed an estimated 20mn bpd of crude from global markets — around 12% of world consumption once diverted pipeline flows and shadow-tanker volumes through Hormuz are netted out. This note walks through David Roche's supply-deficit arithmetic, identifies Chin…
The Fracturing of OPEC - UAE quits OPEC on May 1
The Fracturing of OPEC - UAE quits OPEC on May 1 UAE quitting OPEC means: · No change in oil prices or oil supply in short term as UAE oil outlets are constrained by Gulf blockades. · Long term UAE oil output could painlessly double to 6mn bpd. This would …
A Crude Way To Double Down
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.
Libya - The Political Premium On Oil
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.
From The Financial To The Real
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.
Afunnythinghappenedonthewaytomarket
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.
Russia - Voting For Autocracy 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.
Oil - Strip Poker
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.
Playing The Russian Card 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.
Middle East - Not More Of The Same 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.