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Navigator – Linking Dots
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. …
Navigator – What the Revised Energy Deficit Does to GDP
Navigator – What the Revised Energy Deficit Does to GDP. (An earlier abbreviated text of this piece was sent to clients on the WhatsApp service at the weekend. Their savvy comments inspired revisions to the original now incorporated below.) New data and field work…
ME The Gulf: After – Matters
ME The Gulf: After – Matters Investment Strategy. Brent oil spiked above $100. That was the limit set in “ME - What Matter Matters?” to sell the rest of the long Brent position. The 50% of the long oil position that remained was sold and the proceeds added to gold.…
ME – No Taco but Attack
ME – No Taco but Attack Investment Conclusion. President Trump has not gone TACO on Iran. The US will attack Iran’s nuclear asserts (e.g. Fordow) if Iran does not totally surrender its nuclear assets in short shift. No more negotiations. No more ducking and weaving. No…