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Why Hasn't the Oil Price Gone Stratospheric? (Client Q&A)

Strategy Report ·David Roche ·17 Jul 2026

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…

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Postcard To The Beach

Archive Report ·David Roche ·08 Aug 2014

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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