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Navigator: ME: 7 Days in May

Strategy Report ·David Roche ·03 Jun 2026

Navigator: ME: 7 Days in May. This is the report version of a WhatsApp com sent to clients on June 1. Nothing is moving in the Straits of Hormuz. The ME hole in crude oil supply means the world is on a glide path to fall over the supply cliff in summer and beyond. But…

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Russian Oil Shipment Price Cap Is A Joke

Archive Report ·David Roche ·03 Dec 2022

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.

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Black Day For Black Sea Fleet

Archive Report ·David Roche ·31 Oct 2022

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.

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Russia - Collapse And Caps

Archive Report ·David Roche ·12 Sep 2022

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.

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The Coming Showdown With Iran

Archive Report ·David Roche ·10 Jan 2012

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.

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