Middle East & North Africa

Executive Summary Iran Reaches Nuclear Breakout Biden And Putin Court The Middle East…

Executive Summary China's Unemployment Questions From The Road…

Executive Summary Further GDP Weakness Would Push Brent Lower Further GDP Weakness Would Push Brent Lower…

Executive Summary There has never been a modern era recession or sharp slowdown in which the oil price did not collapse. In a recession, the massive destruction of oil demand always overwhelms a tight supply. Across the last six recessions, the median collapse in the oil price was -60 percent…

Listen to a short summary of this report.     Executive Summary Higher Real Yields Have Weighed On Equity Valuations Higher Real Yields Have Weighed On Equity Valuations…

Executive Summary EU Embargoes Russian Oil Energy Cutoff Continues (GeoRisk Update…

Executive Summary Brent Stable As Demand + Supply Fall Brent Stable As Demand + Supply Fall…

Executive Summary The Ukraine war reinforces our key view that commodity producers will use their geopolitical leverage this year. The market is growing complacent again about Russian risks. Iran is part of the same dynamic. If US-Iran talks fail, as we expect, the Middle East will…

Executive Summary Higher Prices Expected Higher Prices Expected…

Executive Summary Failure Of Iran Deal Tightens Oil Supply Failure Of Iran Deal Tights Oil Supply…