Our View

Poisoning the Oil Well

There's a reason prudent countries have avoided going to war in the Persian Gulf for forty years. Click here to read more.

The Iran War Disruption: Not Different from Past Episodes

A rough uniformity exists between this and past disruptions in terms of price changes and supply loss. See Our View.

A Fast Transition Moderates the Current Disruption (June 1, 2026) -- The data make clear that this crisis is much different from past disruptions.

More >>