The 27 Club
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The Great Gas Risk Mispricing
Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk
Lies, damned AIs, and oil prices
Algorithmic execution has created the perfect insider-trading machine
The Middle East energy war is spiralling out of control
🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
Israel takes energy warfare to the next level
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.