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Global Choke Points: Oil, Grain and the Rising Risk to Trade
Four maritime choke points are disrupting global trade at once: Middle East oil shipments have collapsed to 3.1mn bpd from 17mn bpd in three weeks, while the MoLoCHKa offensive and Panama Canal restrictions put roughly 22% of global grain trade at risk. This note maps the suppl…
Navigator – Checking the Engine Oil, Water and Tokens
Navigator: Checking the Engine Oil, Water and Tokens This week we check the levels in the engine room: oil, water and tokens. Oil, The Global crude oil supply deficit has jumped to 15mn bpd. At this rate of depletion oil inventories get tight in September and even the U…
Navigator: New Chokepoints and New Themes
Navigator: New Chokepoints and New Themes We have a new Chokepoint and a New War. It is the Sea of Azov and the Black Sea. It is the first offensive ever to be based 100% on Drones (with a few missiles thrown in for effect). It has global implications. This all smacks …
Grains - The Black Sea Shift
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Black Day For Black Sea Fleet
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grains - Long Term Bullish But Standing Aside For Now
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.