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ME Oil: Supposing Supposing the Straits were unfrozen…..
ME Oil: Supposing Supposing the Straits were unfrozen….. This note provides a toolkit for thinking through what happens if the Strait of Hormuz (SoH) is reopened, either fully or partially — and what happens to oil prices if it is not. The best that can realistically be hoped for…
Navigator: China - EU Trade Hostilities & Energy Myths
Navigator China EU Trade Hostilities & Energy Myths Four themes this week. (WhatsApp clients have received early briefing on themes in BLUE) 1. Trade War between the EU and China is now inevitable. 2. Chinese sell off of strategic crude oil reserves an…
Navigator: The Suicidal Sheep
Navigator: The Suicidal Sheep The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent.
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…