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Navigator – Linking Dots
Navigator – Linking Dots. The global energy supply crisis driven by the Middle East (ME) War is set to get worse. Demand exceeds supply for oil and LNG plus some critical raw materials like sulphur. Absolute product shortages will be generalised by the end of summer. …
Navigator: The Oil Price – What drives it?
Navigator: The Oil Price – What drives it? It is the flow of oil in and out of crude reserves that drives the oil price and NOT the level or adequacy of inventories. The Middle East War creates a 12.5mn to 20mn bpd hole in global supply. That means every week oil drains out…
ME – What Matters Matter?
ME – What Matters Matter? We are probably at the point of maximum Iranian war disruption. Long oil hedge is being cut 50% and will be sold completely if Brent goes above US$100/bbl. The reasons: · Massive naval power being refocused on Gulf shipping security. So…