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Articles taggedopec

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Geopolitics & Macro3 min read

Is $100 Crude Oil Inevitable? Hormuz Strait Shut & Middle East Cuts Output

The Strait of Hormuz is shut and Middle Eastern producers are cutting output, pushing crude oil prices towards $100 a barrel. Let's dive into what this means for the energy market!

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Geopolitics & Macro17 min read

Beyond the Bombs: How the Iran Crisis Reshapes Global Energy and Investment

The second-order effects of Operation Epic Fury are reshaping energy markets, trade flows, and investment strategies. Here's my analysis of winners, losers, and how to position portfolios for a post-Hormuz world.

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