The Situation Room: Dealing with a Persian Gulf Mess

The Situation Room: Dealing with a Persian Gulf Mess

by | published June 17th, 2019

Hello everyone, and welcome to today’s Situation Room briefing. Now, this week, just about everything I am doing centers about the rising crisis in the Persian Gulf and its impact on energy investment risk.

On Friday, I wrote about the latest oil tanker attacks in the highly strategic Strait of Hormuz. After the U.S. blamed Iran for this attack, Iran is now threatening once again to close this vital stretch of water.

In other words, things are getting stickier, and that means my days are getting busier.

So, here are the most important situations I’ll be watching over the next few days:

1. Worrying about the Strait of Hormuz

First and most importantly, I will be detailing conclusions and intelligence gathered from discussions with my personal network of regional contacts on the oil tanker risk situation in and around the Strait of Hormuz.

The object here is to quantify the rise in cost for shipments and insurance.

2. It’s Time to Manage Risk

Next, I will be revising the risk management approach I will be providing to Iraqi and Kurdish ministers June 27-29 in London.

The intent with this is to integrate new risk factors as they relate to potential investment in energy projects intended for areas surrounding Kirkuk and Mosul taken back from ISIS.

I will provide you with more details on this as I approach departure for the UK on June 25, and as the meetings progress, I’ll continue to keep you updated.

How You Could Benefit From My Network of Contacts

As is always the case when geopolitics spill over, meetings with my global network of contacts ramp up exponentially.

And these days is no exception. With the geopolitical situation in overdrive in places like Iran, Venezuela, China, and other countries, conference calls and meetings with my network have been a dime a dozen.

It’s these contacts that give me the edge that I have in the defense and geopolitical industry – I’m often the first to know when something happens and what caused it.

However, this is not the only network of contacts that I have.

I have another list of contacts that I keep in my desk drawer, and this is the one that allows me to know which investments in the oil and energy world have the most profit potential.

And allows me to share those investment opportunities with you so you can benefit as well.

If you’d like to learn more, just click here.



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