Deep-dives written as Covid bust turned to commodities boom
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Does the mispricing thesis still hold water? Either the data is wrong, or the market is.
Quick re-opening, or prolonged disruption? Model how Middle East diplomacy and conflict impact fast-changing global LNG supply balances, in our improved scenario engine.
War shut in one of the world’s most critical export arteries. The long-promised supply wave is finally arriving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.
Trump’s hollow ‘victory’ is Iran’s greatest triumph — and a rupture with the old energy order