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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…

#Renewable Energy#Energy Investment#Renew Europe#Energy Crisis#Energy Efficiency#Carbon-Based Energy Production#Alternative Energy Sources#Energy Prices#Energy Markets#Alternative Energy#Energy Exports#Energy Outlook#Energy Impact Iranian War#EU Green Plans#China Renewables Read More
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AfterWar - War Damage and How Economies Recover

Strategy Report ·David Roche ·26 Apr 2026

AfterWar - Counting War Damage & Mapping How Economies Heal This report counts the economic damage from a forever loss of 10% of global Oil and Gas supply. That’s about half the current shortfall created by the Gulf shipping paralysis. The cost is that global GDP …

#Gulf War -Long Termn Defence and Security Cost.#EU Decarbonisation#China Renewables#Gulf War#Economic Recover#EU Green Plans#Economic Damage#Energy Efficiency#EU Commission Read More
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