-Saudi Arabia starts a dangerous game of chicken -V-shaped or U-shaped, recovery will happen. No part of this movie looks familiar on the surface. The global economy as we know it, or at least those parts of it most deeply connected to society, are shutting down. Borders are closing and people are staying home, putting … More The Daily Dose
The Geopolitical Energy and Risk Monitoring Report Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT Ask the right questions and don’t panic. $60/bbl Brent seems like a dream. The liberal world order is unraveling and the global economy is faltering. National … More The Level-of-Analysis Problem
-Oil price crash this year cost $10 billion. -Today is a make-or-break day for OPEC+ Crude oil prices were in a free-fall before the start of Friday trading on Wall Street as delegates in Vienna worked to get Russia on board with deeper production cuts. Russia has so far balked at proposals for further production … More The Daily Dose
The GERM Report 