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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…
Has Saudi Arabia Diverted Its Oil Flows Through Suez?
Saudi Arabia has offset only about half its lost Bab-el-Mandeb shipments via the northern Suez route, leaving a net ~1mn bpd supply loss and pushing the Global Daily Crude Oil Deficit to 14.6mn bpd.
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…