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Strait of Hormuz Exports Jump on July 1 — But the World Is Still Living Off Storage
The world is still running a 6mn bpd crude supply deficit and living off inventory to hide it. David Roche's latest tracker on Strait of Hormuz flows, tanker traffic, and the countdown clock on Gulf storage. Full report attached.
Navigator: Ochon!
Navigator: Ochon! This report examines 9 ways in which the MoU is a disaster for the Middle East and the security of global energy. Then it expands that analysis to list 4 ways the MoU reduces US Global Reach and Power Projection. All have major economic impacts well withi…
Whispers from Implausibility
Whispers from Implausibility. If you believe in an effective peace deal, then forget oil! The real plate-shift will be China and the EU. If peace breaks out Russia can offer China little – economically speaking. The US won’t. And the EU must. Europe an…