Episode 8: China Is the New OPEC

How Beijing Turns 6mbpd of Oil Demand On and Off

Aug 19 • Alexander Stahel

15

2

3

Episode 7: The Saudi Oil Export Crash

The Great Detour, and Why West African Crude Still Isn't Filling the Gap

Aug 9 • Alexander Stahel

22

3

July 2026

Episode 6: Escape, Not Trade

2,143 crossings of Hormuz, and not one month of net vessel inflow. There is no round schedule to normalise commodity flows out of the Strait.

Jul 26

30

2

5

Episode 5: Running on Empty - The Russian Endgame Is Here to Stay

What happens inside Russia won't stay inside Russia

Jul 14

62

10

May 2026

Episode 4: The Emperor Has No Clothes — A 65-Year Audit of OPEC

Why the UAE walked out, and why oil markets will barely notice

May 25 • Alexander Stahel

23

1

4

April 2026

Episode 3: The Fog of Peace

Is the Strait of Hormuz open, or is it not?

Apr 17 • Alexander Stahel

23

1

1

Episode 2: Crude Quality Matters

Without a Fully Reopened Strait, Asia Lacks the Crude Needed for Distillates

Apr 14

50

2

6

Episode 1: The Persian Trap

Retaking the Strait of Hormuz Will Prove Difficult

Apr 12

57

1

6

A Crude Awakening: Executive Summary

Why re-opening the Strait is unavoidable and will take time. A multi-episode deep dive into oil balances, crude quality, vessel traffic, demand…

Apr 7

89

2

14

February 2026

EU Natural Gas Deep Dive: Cheap Gas, Fragile System

Europe’s Post-Gazprom Energy Regime Needs Further Repair

Feb 15 • Alexander Stahel

109

5

10

January 2026

G Mining Ventures: A Mine Building Giant Dressed as a Junior Gold Developer

Why G Mining Venture may be the rare miner with a lasting moat..!

Jan 27

21

6

5

Maduro is Gone. Is that Good News? Not if you are long oil.

It's path dependent, but it should become a blessing for peace and humanity

Jan 3

103

40

13