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Navigator: The Heart of Each Matter
Navigator: The Heart of Each Matter This piece looks at each of our major themes and highlights the critical investment variable that will make then succeed or fail. Middle East Oil Disruption - why the broadening, deepening conflict leaves Iran feeling stronger and the US lookin…
Iran: Force Posture Points to Paralysis, Not Invasion
US force posture in the Gulf points to an infrastructure-focused campaign against Iran rather than invasion — while a weakening Putin raises the odds of a calibrated escalation in Europe, kept deliberately below the NATO Article 5 threshold.
Navigator: Middle East Energy: Fragile Calculus
Navigator: Middle East Energy: Fragile Calculus Pivot: The week opened with hopes that the interim ceasefire would normalise trade flows. Exports appeared to recover temporarily, peaking at 14.5mn bpd on June 24. Shock: The June 25 drone strike on the M/V Ever Lovely tr…
Middle East Energy Update (WhatsApp sent to clients)
Despite mounting claims that clandestine operations are freeing tankers from the Gulf, QS hard data tells a different story: a steady 2.0mn bpd via the Strait of Hormuz, a 12–13mn bpd daily supply shortfall with no change, and a China driving paper price suppression through stra…