Category: China

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

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

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

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

The race for energy supremacy has moved to the Arctic. While traditional markets face volatility, the alliance between Russia and

The Strait of Hormuz is blocked, and the energy markets are reacting with surgical precision. As we move further into

Cold War 2.0: The Arctic Dossier – Part 1 The Arctic is no longer just a scientific frontier; it has

While global attention is fixed on oil prices and naval maneuvers in the Middle East, a far more dangerous crisis