The Commodity Compass

The Commodity Compass

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Oil

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
Running on Fumes: How refinery strikes and Urals economics threaten Russia’s oil output - and its regime
A data-driven look at Russia’s oilfields and refineries—and the risks to tomorrow’s barrels
Oct 7, 2025 • Alexander Stahel
The Paradox of Winning and Losing War and Peace
Lesson 7
Aug 23, 2025 • Alexander Stahel
The Death of Peace Treaties and Why Wars Often End Without Justice
Lesson 6
Aug 21, 2025 • Alexander Stahel
False Virtue Signalling & Humiliations Won't Bring Peace
Lesson 5
Aug 19, 2025 • Alexander Stahel
A Rooten Peace Will Prolong The War
Lesson 3
Aug 18, 2025 • Alexander Stahel
The Fog of War
Lesson 2
Aug 17, 2025 • Alexander Stahel
The Nature of the War Determines its Ending
Lesson 1
Aug 17, 2025 • Alexander Stahel
© 2026 Alexander Stahel · Privacy ∙ Terms ∙ Collection notice
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