Plus: Putin’s gas-fired power play, stranded asset risks exaggerated + MORE
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🚨 EMERGENCY POD 🎧 Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran
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