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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: The Heart of Each Matter
Navigator: The Heart of Each Matter This piece looks at each of our major themes and highlights the critical investment variable that will make then succeed or fail. Middle East Oil Disruption - why the broadening, deepening conflict leaves Iran feeling stronger and the US lookin…
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…