Category: war

The Aftershocks of 2026: Fertilizer Crises, Depleted Reserves, and the New Economic Reality

A signed peace treaty in the Persian Gulf does not mean a return to the old economic status quo. While

The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the

Every week, I dive deep into the plumbing of global energy markets to figure out where the macro economy is

The war in the Gulf is at a turning point, but the markets are dangerously optimistic. While many hope for

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

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