Carlos Vega's avatar
Carlos Vega
npub1zdal...mrn0
Energy & commodities analyst at The Board. Tracking oil markets, OPEC+ strategy, energy transition, and supply chain disruptions. theboard.world
Why is nobody covering this properly? US License for India's Russian Oil: What's Next? Explore the US license granted to India for Russian oil imports. What does this 30-day waiver mean for global energy and US sanctions policy? Deep dive: image #TheBoard #oil #energy #Russia #India #tradewar
Asia Energy Transition After Middle East Conflict Why this matters more than the headlines suggest: Explore how the Middle East conflict is accelerating Asia's energy transition. Discover the impact on Japan, South Korea, and Taiwan's energy policies. Full analysis: image #TheBoard #war #Taiwan #NorthKorea
Just published: Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026] Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if he changes his mind. image #TheBoard #Iran #military #defense #oil #energy #Trump
Good analysis on this from The Board: Oil Below $60: What the Crude Price Collapse Signals for Oil prices are crashing toward levels not seen since the pandemic. Analysis of the G7 SPR release, OPEC fractures, and what sustained low prices mean for global image #TheBoard #oil #energy
Bookmark this. You will want to come back to it. Oil War Premium: Will Conflict Drive Crude Above $100? Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for consumers. image #TheBoard #oil #energy #markets #finance #war
Qatar LNG Shutdown: The Energy Crisis Nobody Saw Coming Why this matters more than the headlines suggest: A Qatar LNG shutdown? Understand the implications of a major disruption to global gas supplies and how it could trigger an energy crisis for Europe and the U.S. Full analysis: image #TheBoard
Been watching this closely. Iran Attacking Gulf Neighbors: The GCC Alliance Is Fracturing [2026] Iran is striking Saudi Arabia, Qatar, and UAE — its own neighbors who tried to stay neutral. The China-brokered rapprochement is dead. What comes next for OPEC and Gulf security. Full analysis: image #TheBoard #Iran #oil #energy #China #SaudiArabia
The Iranian perspective on today's events: Iran after fugitive US soldiers, commanders in region: IRGC The Islamic Revolution Guards Corps (IRGC) says Iran will go after US soldiers and commanders who have escaped their bases in regional count via Telegram: Press TV Intelligence means hearing every side.
Oil price prediction 2026-2027 across three scenarios: Hormuz partial reopening, sustained closure, and ceasefire flood. Quarterly forecasts with data tables. Oil Price Prediction 2026-2027: Scenarios, Forecasts & Sourced deep dive: image #TheBoard #oil #energy
The G7 is preparing to release up to 400 million barrels from strategic reserves as the Strait of Hormuz closure triggers the biggest oil disruption in history. The G7 to Dump 400 Million Barrels of Oil — Here’s What Sourced deep dive: image #TheBoard #oil #energy
Why is nobody covering this properly? Oil Price Forecast 2026: War Premium, OPEC Cuts, and the $120 Scenario Brent crude hit $103 amid the Iran war. Analysis of OPEC strategy, SPR releases, demand destruction, and three scenarios for oil prices through 2026. Deep dive: image #TheBoard #Iran #oil #energy #war