Paul and Ken assess recent oil market developments and why the oil crisis has just got much worse. We provide a detailed analysis of all the stress points and what that means for global energy markets.
Paul and Ken assess the fallout of the G20 meeting where the US were trying to convince a disbelieving world that U.S hegemony is still a viability, whilst China continues to lead by example as the rise of multipolarity continues. [read more]
Paul and Ken assess a critical sector which is now heavily in the spotlight as China adopts a strategy to address the aggressive overtures of the U.S.
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The Strait of Hormuz is effectively closed once again and the consequences are spreading far beyond the Middle East. Oil which powers the global economy is being forced to confront a scenario it has feared for decades. Despite oil price suppression an energy crisis remains very much on the cards. It is also impacting how the U.S. is conducting the war with Iran.
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Paul is joined today by a returning guest and friend Dario to assess current developments in global oil markets and reflect upon the reality of what is currently unfolding which is rightly contradictory to a narrative designed to suppress oil prices. [read more]
We are joined once again by a returning guest, Paul to assess current developments with respect to ongoing liquidity issues and metrics which demonstrates that oil market concerns persist. [read more]
Paul is joined today by a returning guest Dario to discuss the latest developments in the oil markets in light of the US-Iran MOU and assesses the short, medium and long terms implications of signing this MOU. [read more]
We break down the latest details surrounding the reported Iran-US MOU, separating the headlines from the underlying strategic interests. We examine what is known about the agreement, why so much of it remains unclear and how it affects everything from sanctions and Iran’s nuclear program to global energy markets and the security of the Strait of Hormuz.
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Paul and Ken assess what the reality is with regards to the UAE leaving OPEC+, why they demanded Pakistan repay its $3.5bn and what the offer of swap lines by the US is really about. [read more]
Paul assesses why all previous assumptions that the US has made with regards to Iran and the war with Tehran have been a complete failure and that if it decides to further escalate this war, based upon yet more false assumptions, the West itself will be sent back to the Stone Age. [read more]
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