Our View

This Crisis Is Not Different

The pattern from 21 prior disruptions suggests Dated Brent may trade for $170 to $200/bbl by end-May if the pre-war supply is not restored. 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 on this page.

A Coming Economic Disaster (March 30, 2026) -- The current energy crisis differs from earlier ones in four critical ways.

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