politics – The Fellow Investor

The Petrostate Trap: Why Gulf States Cannot Afford to Stop Selling Oil — and Why Iran Knows It

An analysis of sovereign debt, oil dependency, the Strait of Hormuz, and the looming banking crisis threatening the Middle East 1.A Region Held Hostage by Its Own Wealth The Gulf Cooperation Council (GCC) — comprising Saudi Arabia, the UAE, Qatar, Kuwait, Bahrain, and Oman — is often portrayed as a bloc of fabulously wealthy petrostatesContinue reading “The Petrostate Trap: Why Gulf States Cannot Afford to Stop Selling Oil — and Why Iran Knows It”

CRUDE TRUTHS

Oil Shocks, Dollar Dominance, and the Coming Stagflationary Crisis-From 1973 to 2026: Five Decades of Energy Shocks and What They Tell Us About the Next Recession ~$97 Brent Crude (Jun 2026) $/barrel — Hormuz shock ~$95 WTI Crude (Jun 2026) 52-wk range $55–$118 +48% Price vs. Jan 2026 Year-on-year surge 20 Mbbl/d Hormuz Supply CutContinue reading “CRUDE TRUTHS”