May. 24 at 5:30 PM
$IMPP $SHEL $EQNR $CVX $BP
• Interesting times and developments...
• If this ceasefire / MOU is fully adopted, it could come at a heavy long-term cost for certain Middle Eastern allies.
• The next geopolitical battleground - the next “Ukraine” - could shift toward our beloved Greece / Hellas.
• Ottoman influence has once again grown stronger and has shown too much regional potential.
• Greece controls one of the world’s largest vessel fleets and remains critical to global shipping and energy transportation.
• Any major disruption or destabilization of Greece could impact global energy, shipping, insurance, and supply chains harder than the current blockades.
• Greek companies may face a period where strategy, alliances, adaptability, and positioning become more important than ever.
Expect heavy fluctuation in oil/ energy prices.
Good luck to us all
