Notes, outlooks and flow monitors from the AltView desk.
AI tracked the evolution of conflict scenarios involving the U.S., Israel, Iran, and other GCC countries, illustrating how the probabilities of each scenario evolved over time and how they correlated with commodity prices, including oil.
Research note
Research note
I joined Gulf Intelligence's Daily Energy Markets podcast today. Grateful for the invitation Sean Killian Evers Medilyn Singh Stephanie Gatdula and for the sharp exchange with my fellow panelists. Bill Spindle Bora Bariman Rustin Edwards
Research note
The special analysis, “A Ceasefire Window, But Not Yet an Open Door,” builds on my earlier work for Reuters and was further developed for a live