Russia

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 alone. The world is playing “Russian…

Executive Summary Oil Markets Remain Tight Oil Markets Remain Tight…

Executive Summary Italy’s right-wing alliance, led by Brothers of Italy, will likely outperform in  the upcoming election. The new government will prioritize the economy, posing a risk to the EU’s united front against Russia. It is conducive to an eventual ceasefire, which is marginally…

Executive Summary   EU Will Prioritize Natgas Storage Energy Security Rolls Over EU's ESG Agenda…

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

Listen to a short summary of this report.     Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows through the Nord Stream 1 pipeline, along…

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

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…