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.

A Fast Transition Moderates the Current Disruption (June 1, 2026) -- The data make clear that this crisis is much different from past disruptions.

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