Iran Forced to the Negotiating Table

Iran Forced to the Negotiating Table We believe the standoff in the Middle East may be reaching a critical inflection point. Early reports on April 24 indicate that Iran is returning to the negotiating table in Islamabad. While diplomatic pressure is a factor, we suspect the real driver is a “ticking clock” deep underground: the […]
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Tick Tock

Tick Tock Oil wells do not operate like water spigots; damaged infrastructure does not get repaired overnight. It still takes weeks for tankers to reach their destinations once the Strait is eventually opened. With each passing day, the ability of the U.S. economy to remain relatively unaffected is degraded. Tick tock. The ceasefire had barely […]
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