Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse
Apr 3, 2024
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Renowned geopolitical analyst Robert D. Kaplan discusses potential Israeli policy changes post-Netanyahu and insights on Gaza, Hamas, and Hezbollah. Expert Ed Morse analyzes the impact of Brent crude oil reaching $90 a barrel and global hydrocarbon market dynamics, highlighting supply side factors and market distortions.
Post-Netanyahu Israel may maintain strong military strategies targeting Hamas, Hezbollah, focusing on security and sovereignty.
Global oil market dynamics at $90 a barrel driven by supply constraints, hinting at price correction with resolved challenges.
Deep dives
Analysis of Robert D. Kaplan's Insight on Post-Netanyahu Israel Policies
Robert D. Kaplan offers valuable insights into the potential post-Netanyahu Israel policies, highlighting a continuation of strong military strategies targeting Hamas and Hezbollah. Despite the leadership change, Kaplan suggests a consistent approach towards maintaining sovereignty through military actions. He emphasizes a diplomatic shift while foreseeing a continuation of the fundamental war-oriented policy, especially in regions like Gaza and northern Israel.
Edward Morris' Evaluation of Global Oil Market Dynamics at $90 a Barrel
Edward Morris provides a deep analysis of the global oil market dynamics at $90 a barrel, attributing the price surge primarily to supply-side constraints and market distortions. He mentions the significance of resolving issues like blockages in the Suez Canal and the impact on freight rates. Morris anticipates a correction in prices as these supply-related challenges are addressed, raising questions about the potential demand response, particularly from regions like China.