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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…

#Middle East#Russian Energy#Russian Energy Exports.#Energy#Energy Supply and Demand#Energy Prices#Energy Exports#Middle East War#Middle East Conflict#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 Impact Iranian War#War in the Middle East Read More
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Navigator

Strategy Report ·David Roche ·28 Apr 2026

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…

#EU Green Plans#China Renewables#Alternative Energy#Energy Exports#Energy Outlook#Energy Impact Iranian War#Energy Markets#Renewable Energy#Energy Investment#Renew Europe#Energy Crisis#Energy Efficiency#Carbon-Based Energy Production#Alternative Energy Sources#Energy Prices Read More
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Notes To Myself

Archive Report ·David Roche ·14 Feb 2022

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.

#Politics#Monetary Policy#Russia#Ukraine#Strategy Archive#Economy#COVID-19#Inflation#Commodities#Governance#Tightening#Pandemics#Global Policy#Pharmaceuticals#Energy Exports Read More
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