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The Return of the Dead Cow

An unexpected flood of dollars (or yuan) has been pouring into hydrocarbon-exporting countries since the Strait of Hormuz was blocked....

The Return of the Dead Cow
Oil Carnival

Oil Carnival

It’s party time! Money is pouring in! It’s flowing, glistening with the dark lustre of black gold. For with the...

Hormuz: the bottleneck and the supply chain

It is not only ships laden with oil, gas or industrial products that pass through the Strait of Hormuz. It...

Hormuz: the bottleneck and the supply chain
And in the end, is it China that wins?

And in the end, is it China that wins?

It would be hard to find a more striking contrast in the way the conflict in Iran is being managed....

TACO without flavour

The acronym TACO, standing for ‘Trump Always Chicken Out[1] ’, emerged in the summer of 2024 to describe the Republican...

TACO without flavour
The central banks’ dilemma

The central banks’ dilemma

The surge in energy prices has quickly brought to mind a term synonymous with a highly unfavourable environment for the...

A turbulent oil market

The United States is awash with oil. It is, by far, the world’s leading oil producer: over 21 million barrels...

A turbulent oil market
A solid backdrop

A solid backdrop

Operation Epic Fury, launched by the United States and Israel against the Iranian regime, has reshuffled the deck on the...