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US Diesel – Another Dose of Divine Intervention?

Strategy Report ·David Roche ·24 Sep 2026

US Diesel – Another Dose of Divine Intervention? The US midterm elections make market interference to lower domestic energy costs attractive politically - for populists. But it is likely to be a macro-S**T show of epic proportions. Read on for the arguments. The Wealth Preservati…

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EU Gas – A Potential Crisis of US Making

Strategy Report ·David Roche ·24 Mar 2026

EU Gas – a Potential Crisis of US Making An EU energy crisis could result from a cut in US LNG supply to Europe (57% of LNG supply and 5% to EU total energy use). The result of a 100% stop in US LNG shipments to the EU for 2-3 months would reduce EU gas inventories to…

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