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Welcome Back! Here's What Moved While You Were Away.
Welcome back from the summer break. In our view, what moved in your absence isn't seven unrelated headlines but one connected regime shift, spanning AI, energy and food, central bank independence, the dollar, and geopolitics and we've pulled it all together in the attached client…
The Choke Point Chart: How Energy and Food Shocks Are Converging on Global Inflation
The Choke Point Chart: how oil, LPG/LNG, fertiliser and grain all run through the same handful of chokepoints. David Roche's latest read maps the ME energy deficit (18mn bbl/day, plus 30% of global LPG/LNG) against the Black Sea grain shortage, and the "umbilical cord" linking th…
Navigator: Global Chokeholds and AI Chokepoints
Navigator: Global Chokeholds and AI Chokepoints This report looks at Global Chokeholds where geonomics strangles supply of food and energy: The Red Sea, The Gulf, The Black Sea and a few other seas like Azov and the Caspian. El Nino may shortly add the Panama Canal to the list wh…
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…