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Strategy Insight

Will Trump Agree To MAD In The Persian Gulf?

by Marko Papic, Chief Strategist  

The war in the Persian Gulf has achieved a temporary balance thanks to the Cold War-era Mutual Assured Destruction (MAD) logic. After Israel attacked Iran’s South Pars natural gas field, Tehran retaliated across the region against energy infrastructure. Specifically, Iran’s attack against Qatar’s Ras Laffan natural gas field has taken approximately 2-3% of global LNG offline for up to the next three years.

BCA Research | GeoMacro Strategy

The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.

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