Insights - oil gas

Our charts and insights showcase our thought-leadership on key issues in macro research, geopolitical investment and investment strategy. Visit our research services and request a trial to find out more.


Russia-Ukraine war: Initial market take

25 Feb 2022 - Andrea Cicione

Markets normally react negatively to geopolitical risks but soon lose interest. The North Korea crisis of 2017-18 is a prime example of this: since it’s impossible to put a price on a nuclear war, markets simply decided.

#Federal Reserve #Oil & Gas #Oil Price #Russia #Commodities #Ukraine #War

Geopolitical Spotlight shifts to semiconductors - the new oil

10 Feb 2021 - Rory Green

The structural shift in demand for semiconductors moves the focus of global geopolitics and finance from the Persian Gulf to the South China Sea. The rapid acceleration of the “internet of things”, to-date and to-come,.

#China #Oil & Gas #OPEC #Semiconductors #Geopolitics

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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