Oil

Episode 3: The Fog of Peace

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

Apr 17 • Alexander Stahel

Episode 2: Crude Quality Matters

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

Apr 14

Episode 1: The Persian Trap

Retaking the Strait of Hormuz Will Prove Difficult

Apr 12

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

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

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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