China

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

Episode 2: Crude Quality Matters

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

Apr 14

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

The Calm Before the Thaw: Europe’s Natural Gas Market Finds Its Balance

Winter is Coming

Oct 31, 2025 • Alexander Stahel

Peace Is a Process

Aug 31, 2025 • Alexander Stahel

The Pitfall of High Expectations and Disillusionment

Aug 26, 2025 • Alexander Stahel

The Paradox of Winning and Losing War and Peace

Aug 23, 2025 • Alexander Stahel

The Death of Peace Treaties and Why Wars Often End Without Justice

Aug 21, 2025 • Alexander Stahel

False Virtue Signalling & Humiliations Won't Bring Peace

Aug 19, 2025 • Alexander Stahel

A Rooten Peace Will Prolong The War

Aug 18, 2025 • Alexander Stahel

Aug 17, 2025 • Alexander Stahel

The Nature of the War Determines its Ending

Aug 17, 2025 • Alexander Stahel

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