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Episode 8: China Is the New OPEC
How Beijing Turns 6mbpd of Oil Demand On and Off
Aug 19
•
Alexander Stahel
13
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
21
3
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
29
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
61
10
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
Episode 2: Crude Quality Matters
Without a Fully Reopened Strait, Asia Lacks the Crude Needed for Distillates
Apr 14
50
2
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
The Calm Before the Thaw: Europe’s Natural Gas Market Finds Its Balance
Winter is Coming
Oct 31, 2025
•
Alexander Stahel
35
7
3
Peace Is a Process
Lesson 9
Aug 31, 2025
•
Alexander Stahel
9
1
1
The Pitfall of High Expectations and Disillusionment
Lesson 8
Aug 26, 2025
•
Alexander Stahel
15
1
3
The Paradox of Winning and Losing War and Peace
Lesson 7
Aug 23, 2025
•
Alexander Stahel
7
1
The Death of Peace Treaties and Why Wars Often End Without Justice
Lesson 6
Aug 21, 2025
•
Alexander Stahel
8
1
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