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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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