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The Choke Point Chart: How Energy and Food Shocks Are Converging on Global Inflation

QS Team ·04 Aug 2026

The Choke Point Chart: how oil, LPG/LNG, fertiliser and grain all run through the same handful of chokepoints. David Roche's latest read maps the ME energy deficit (18mn bbl/day, plus 30% of global LPG/LNG) against the Black Sea grain shortage, and the "umbilical cord" linking th…

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Houthi Attacks - The Consequences

Archive Report ·David Roche ·08 Jan 2024

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.

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