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NDTV THe Opening - The Significance of UAE Quitting OPEC
UAE leaving OPEC+ What’s the significance. Short term none because oil is blockaded Long term BIG because UAE outside OPEC could boost Gulf oil output by 12-15% and global output by 2%. This could reduce global oil prices 5-8% But price fall probably won’t happe…
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
The Fracturing of OPEC - UAE quits OPEC on May 1
The Fracturing of OPEC - UAE quits OPEC on May 1 UAE quitting OPEC means: · No change in oil prices or oil supply in short term as UAE oil outlets are constrained by Gulf blockades. · Long term UAE oil output could painlessly double to 6mn bpd. This would …
Why are the markets seemingly so sanguine? Joe Lynam with David Roche
Great chat with Joe Lynam of Ireland’s Newstalk about the delusion of markets and the coming energy shortage cliff. The show produced the most reactions of any radio show I have ever done. Joe did a great job in keeping it lively and halting my pedantic tendencies…
AfterWar - War Damage and How Economies Recover
AfterWar - Counting War Damage & Mapping How Economies Heal This report counts the economic damage from a forever loss of 10% of global Oil and Gas supply. That’s about half the current shortfall created by the Gulf shipping paralysis. The cost is that global GDP …
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Then the collision
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Than the collision.
Royal United Services Institute (RUSI) - A QS Policy Paper:- MIddle East Conflict: Hidden Vulnerabilites & Strategic Failures.
This contibution was written for policy makers by David Roche of Quantum Strategy (Singaporean-based strategic advisor). It presents research on Chokeholds where the supply chains of the world economy can be squeezed shut by hostile powers with only basic weaponry. One ke…
NDTV The Opening: David Roche - The Coming Oil Crisis
NDTV The Opening: David Roche - The Coming Oil Crisis You can cut through the confusion by focussing on the one thing that tells you whether the ME Crisis is getting better or worse: is oil moving? It is NOT! What matters to economies and markes is when the…
Peter Lewis -Money Talk with Barry, Mark & David: CHOKEPOINTS- Past, Present & to Come!
Peter Lewis -Money Talk with Barry, Mark & David: CHOKEPOINTS- Past, Present & to Come! A discusion about CHOKEPOINTS - past, present and to come. Why did our dependence on energy chokepoints like the Gulf increase over the last decade when supply chains were suppo…