Category: countries

Energy Markets Under Siege: From the Persian Gulf to Texas Export Terminals

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.

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

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

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

The energy map is being redrawn in real-time. The crisis in the Persian Gulf has sent ripples far beyond the

The global macro landscape has just become significantly more complex. Between the leadership change at the Fed and the escalation

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