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Geopolitics | Global power, conflict & policy

GeopoliticsGlobal power, conflict, and policy intelligenceShowing 3 of 3

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

GeopoliticsShowing 3 of 3

https://x.com/ChrisO_wiki/status/2038187681935401098?s=20

*Oil flows from the Persian Gulf and South East Asia #JPMorgan #Keplr*

Mar 30, 2026·Crude Oil

https://open.substack.com/pub/a16z/p/the-energy-situation-explained-for?utm_campaign=post-expanded-share&utm_medium=web

*The Energy Situation, Explained for Tech People | a16z*

Mar 27, 2026·Energy

Jeff Currie on Iran, volatility and opportunities in undervalued assets | EA Forum Ep. 16 | Energy Aspects

> "We've calculated about 15 million barrels per day of oil crude plus products LPG stranded... the amount of volume we're talking about on the supply loss for the Middle East is very similar to the amount of demand loss [during COVID]." - **Host** [[00:00:32](https://www.youtube.com/watch?v=q4kWgtIplmA&t=0h0m32s)] > "The straight can't stay closed for a month because the world economy will not survive, but that…

Mar 18, 2026·Commodities

Crude Oil Chokepoints Geopolitics

+55 more tags

Iran Conflict Macro / Economics Crude Oil & Energy Report, Blogs & Insights Middle East

https://x.com/ChrisO_wiki/status/2038187681935401098?s=20

Oil flows from the Persian Gulf and South East Asia #JPMorgan #Keplr

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UJ

Mar 30, 2026

Commodities Crude Oil Crude Oil & Energy

+77 more tags

Energy Crude Oil Iran Conflict

+66 more tags

Blog / Article Macro / Economics Crude Oil & Energy Report, Blogs & Insights Geopolitics Middle East

https://open.substack.com/pub/a16z/p/the-energy-situation-explained-for?utm_campaign=post-expanded-share&utm_medium=web

The Energy Situation, Explained for Tech People | a16z

View Full Article

UJ

Mar 27, 2026

Macro / Economics

Jeff Currie on Iran, volatility and opportunities in undervalued assets | EA Forum Ep. 16 | Energy Aspects

"We've calculated about 15 million barrels per day of oil crude plus products LPG stranded... the amount of volume we're talking about on the supply loss for the Middle East is very similar to the amount of demand loss [during COVID]." - Host [00:00:32]

"The straight can't stay closed for a month because the world economy will not survive, but that…

View Full Article

UJ

Mar 18, 2026