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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 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
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
The Calm Before the Thaw: Europe’s Natural Gas Market Finds Its Balance
Winter is Coming
Oct 31, 2025
•
Alexander Stahel
35
7
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
False Virtue Signalling & Humiliations Won't Bring Peace
Lesson 5
Aug 19, 2025
•
Alexander Stahel
7
1
A Rooten Peace Will Prolong The War
Lesson 3
Aug 18, 2025
•
Alexander Stahel
7
The Fog of War
Lesson 2
Aug 17, 2025
•
Alexander Stahel
7
1
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