Big Oil’s heralded ‘bridge fuel’ is pricing itself out of the energy transition
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Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk
Algorithmic execution has created the perfect insider-trading machine
🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.