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Tag: commodities

Oil Geopolitics: the Shale Saga and Shifting Sands (Part 2/4)

on September 24, 2020February 21, 2021 By daesol

TL;DR One cannot understand global oil geopolitics without grasping the Middle East. But understanding this region is rather difficult. "It's hot, sandy, and everyone hates each other." Despite the difficulty, one can still attempt to untangle the intricacies of the region by reviewing raw historical events and then drawing your own conclusions. Some observations from [...]

Oil Geopolitics: the Shale Saga and Shifting Sands (Part 1/4)

on August 19, 2020February 21, 2021 By daesol

TL;DR Exploring oil geopolitics is a useful approach to understanding how the world works for two reasons. First, observing the energy flows within a complex system provides a first principles based perspective of that system. Second, getting a grasp on oil politics prompts one to read up on and synthesize ancillary topics such as history, [...]

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