Political analytics and forecasts Partly open
Both predictions for the past 24 hours came true: Riyadh and the trade-off of Ukraine for oil
In just one day, two of our reports—the one from February and the one from September—proved accurate. In Riyadh, a rocket struck a passenger terminal: twelve dead; the third attack in a week. In Washington, an “energy truce” was announced, which Kyiv learned about from a news report. I’m sharing both posts with their dates and quotes, explaining why a truce without a timeframe or monitoring mechanism is problematic, and offering a forecast based on four verifiable indicators. The key date is November 3.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.