Oil

Executive Summary Higher Brent Prices, Stronger Upside Bias Higher Brent Prices, Stronger Upside Bias…

Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran.   Despite…

Listen to a short summary of this report     Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic…

Executive Summary US Military Constraint: Strait Of Hormuz Will Iran Crisis Be Averted…

Listen to a short summary of this report.     Executive Summary Euro Bulls Are Evaporating Euro Bulls Are Evaporating…

Executive Summary Russia’s Crude Oil Output Will Fall EU Russian Oil Embargoes, Higher Prices…

Executive Summary With the fourth Taiwan Strait crisis materializing, the odds of a major war between the world’s great powers have gone up. Our decision trees suggest the odds are around 20%, or double where they stood from the Russian war in Ukraine…

Executive Summary Oil Markets Remain Tight Oil Markets Remain Tight…

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

Executive Summary Upside Oil Price Risk Dominates Upside Oil Price Risk Dominates…