Global Strategy
Global Strategy: Hormuz update: Still not plain Versaille-ing
A 14-point US-Iran MoU has reopened Hormuz earlier than expected and is now the basis for 60-days of discussions - but it is far from plain Versaille-ing ahead.
Newsletter
Exclusive Longer Stalemate, Higher Prices
As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.
Research
How the war in Iran could impact China
Oil and gas prices have shot up and have remained extremely volatile since the start of the US and Israel’s war against Iran, leading to upside inflation risks globally
Research
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Research
Exclusive Energy Charts of the Week
A short energy update
Update
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.
Research