Research
Notes, outlooks and flow monitors from the AltView desk.
Research note
Middle East War Scenario Tracker (AI powered)
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
Special Analysis: Why the Strait of Hormuz Must Be Read in a Larger Picture — The Next Energy Chokepoint Closure May Already Be Comin
오늘은 특별 분석으로 Strait of Hormuz를 보다 넓은 에너지 컨텍스트에서 살펴봅니다. 오늘 Gulf Intelligence의 Daily Energy Markets 팟캐스트에 참여했습니다. 초대해주신 Sean Killian Evers, Medilyn Singh, Stephanie Gatdula께 감사드리며, Bill Spindle, Bora Bariman, Rustin Edwards와의 날카로운 토론도 인상적이었습니다. (아래 이벤트 링크를 참조)
Research note
Special Analysis: A Ceasefire Window, But Not Yet an Open Door (Featured in BBC, Reuters, and others)
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