Skip to content Skip to sidebar Skip to footer

Tag: oil

HomeTous les articlesTag: oil
Analyse de marchéAnalyse de marché

Oil Reserves Plummet: JPMorgan Warns of Looming Economic Shock as Global Buffer Vanishes

Oil reserves are rapidly depleting, eroding the world's crucial buffer against supply shocks. A concerning JP Morgan chart, discussed by David Russell of GoldCore and featured in Bloomberg, illustrates the drastic decline in total discovered oil reserves, measured in billions of barrels. These reserves initially built up during the COVID-19 pandemic when demand plummeted,…
mai 18, 20260Comments

Read more

Analyse de marchéAnalyse de marché

Ray Dalio Ups Gold Allocation Forecast Amid Dollar Devaluation and Global Crisis Fears

Gold Is Moving Back to the Center of Finance By Peter Reagan Gold is reasserting itself in finance, moving from an "alternative asset" category to a core holding, driven by recent economic instability. Historically, institutional investors focused mainly on corporate profits and debt, viewing gold skeptically. However, the pandemic-era lockdowns, subsequent inflation, and the significant…
mai 6, 20260Comments

Read more

Analyse de marchéAnalyse de marché

The convergence of physical, behavioral, and microstructural signals confirms that Europe, and particularly France, has entered a regime of asynchronous systemic energy shortage

The convergence of physical, behavioral, and microstructural signals confirms that Europe, and particularly France, has entered a regime of asynchronous systemic energy shortage. The three pillars of the breakdown: (a) Physical Pillar. The Strait of Hormuz has been practically blocked since February 28, 2026: more than 20% of global oil traffic and 25% of…
mai 4, 20260Comments

Read more

Analyse de marchéAnalyse de marché

Cartel collapse and depressive supply shock. The withdrawal of Saudi Arabia and the UAE of OPEC/OPEC+

The simultaneous withdrawal declaration of Saudi Arabia and the United Arab Emirates from OPEC and OPEC+ (April 28-29, 2026) constitutes the most severe institutional rupture in the oil market since 1985-1986. This study demonstrates that this exit is not a purely bearish signal but rather the prelude to a two-speed structural dislocation: …
avril 30, 20260Comments

Read more

Analyse de marchéAnalyse de marché

Premium Shockwave: War-Risk Hikes Trigger Global Food and Fuel Shortages

Catherine Austin Fitts, in an interview clip, asserts that Lloyd's of London insurance decisions by the City of London effectively shut down shipping through the Strait of Hormuz, creating global energy shortages and famine conditions rather than direct Iranian blockade. Amid March 2026 Iran conflict escalation, Lloyd's dramatically hiked war-risk premiums for Gulf tankers, causing…
avril 22, 20260Comments

Read more

Chroniques juridiques

Analyse technique de l’optimisation fiscale de TotalEnergies via sa filiale de trading à Genève. Application des principes de pleine concurrence (arm’s length principle)

Notre analyse multi-modèles appliquée aux données publiques confirme que TotalEnergies utilise une architecture complexe d’optimisation fiscale via sa filiale de trading à Genève. La catégorie "reste du monde" dans ses rapports fiscaux agit comme une variable proxy pour des juridictions à fiscalité réduite, principalement la Suisse. Les travaux empiriques de l’Institut de Genève ont démontré…
avril 20, 20260Comments

Read more

Etudes et réportages

Strait of Hormuz Showdown: Vahidi’s IRGC Undermines Diplomatic Overtures to US

Islamic Revolutionary Guards Corps (IRGC) Commander Major General Ahmad Vahidi and his inner circle appear to have recently consolidated control over Iran's military response and negotiating strategy concerning the United States, evidenced by the IRGC Navy attacking commercial vessels in the Strait of Hormuz on April 18 and declaring it closed to all traffic. …
avril 19, 20260Comments

Read more

Analyse de marchéAnalyse de marché

Oil and Gas Infrastructure Impact. Recession Risks through H2 2026

A JP Morgan Commodities Research table listing specific oil and gas assets hit across the Middle East, including pipelines, terminals, ports, depots, and fields in Saudi Arabia, UAE, Iran, Iraq, and Oman. The table details drone strikes, missile attacks, and fires causing capacity outages, with examples like partial shutdowns at Saudi East-West pipeline, full disruptions…
avril 11, 20260Comments

Read more