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ME – What Matters Matter?

Strategy Report ·David Roche ·08 Mar 2026

ME – What Matters Matter? We are probably at the point of maximum Iranian war disruption. Long oil hedge is being cut 50% and will be sold completely if Brent goes above US$100/bbl. The reasons: · Massive naval power being refocused on Gulf shipping security. So…

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More Agro

Archive Report ·David Roche ·14 Feb 2022

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Buying Food

Archive Report ·David Roche ·18 Jan 2021

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Food Prices - Bubble Or Twist

Archive Report ·David Roche ·20 Jan 2011

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Asset Allocation Black September

Archive Report ·David Roche ·09 Oct 2008

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Parched World

Archive Report ·David Roche ·17 Jun 2008

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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