This week we have an in-depth look at oil, and the potential impact of an escalation of the Middle East unrest on the supply, price and politics. China is battling to lift itself meaningfully out of the post-Zero-Covid doldrums and the West is slowly decreasing its reliance on manufacturing out of China. We also go into a bit more detail on the investment philosophy we use at Rexsolom. You can get on our database at Rexsolom.co.za where you'll also find a library of our posts and newsletters.