Macro Point Of View

Why the Strait of Hormuz is the Only Metric That Matters Right Now

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

I’ve been watching the Dalian Commodity Exchange closely this morning, and the move in LPG is nothing short of historic.

The energy landscape shifted significantly this morning. As news of a two-week ceasefire between the USA/Israel and Iran hit the

I’ve been looking at the data for Q2 2026, and while everyone is distracted by the “Third Gulf War,” I’m