Our View

Are Markets Delusional?

Some oil executives and analysts believe the market is behaving irrationally. It is not. Click here to read more.

The Iran War Disruption: Not Different from Past Episodes

A rough uniformity exists between this and past disruptions in terms of price changes and supply loss. See Our View.

The Four-Month Oil Price Speculative Bubble (June 29, 2026) -- The rise and fall in crude oil prices was driven by passive investors (speculators).

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