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Navigator – Linking Dots

Strategy Report ·David Roche ·18 May 2026

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. …

#Middle East Crisis#Middle East War#Middle East Conflict#US-Israeli Ear on Iran-Macro Economic and Market Consequences#AI Bubble & Middle East Bust#Middle East: The Global Energy Deficit#The link of ME Conflict with Global Liquidity Read More
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Navigator: The Suicidal Sheep

Strategy Report ·David Roche ·05 May 2026

Navigator: The Suicidal Sheep The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent.

#US-Israeli War on Iran - Macro Economic & Market Implications#Trump and Iran-cutting through the vebiage.#The Straits of Hormuz - The New Iranian Nuke#AI Bubble & Middle East Bust#Iranian War#Energy Impact Iranian War#Iranian Confrontation#AI#Israel-Iran War#US Iranian Peace Negotiations Read More
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