Macro Point Of View

Global Power Shift: Trump, Xi, and the Iranian Gambit

As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.

Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the

If you feel like the global economy is holding its breath, you’re right.

I have just published a deep-dive analysis on Substack regarding the historic exit of the United Arab Emirates from OPEC

The race for the Arctic is no longer just a geopolitical theory; it is a massive deployment of capital. From

In my latest deep dive for the “Crude Oil Macro Perspective” series, I’m breaking down the massive disconnect currently paralyzing

The charts are screaming, and for once, the noise is entirely justified.

U.S. inventory streaks are breaking, and the SPR is being tapped. Dive into our latest macro analysis on how the

I’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the