20% Of Global Oil Cut Off; Which Assets risk Collapse? | Louis Gave
80K views · Mar 4, 2026 · News & Politics
Comments · 165
@TheDavidLinReport · 6 months ago · pinned
Click the link <a href="http://kalshi.com/r/LIN">http://kalshi.com/r/LIN</a> or download the Kalshi App and use code LIN to sign up and trade today!<br><br>FOLLOW LOUIS GAVE: <br>Gavekal: <a href="https://web.gavekal.com/">https://web.gavekal.com/</a><br>X (@gave_vincent): <a href="https://x.com/gave_vincent">https://X.com/gave_vincent</a>
5
@guptaajay · 6 months ago
Always enjoy listening to Louis , very well thought analysis.
44
@wolfganggeiger1130 · 6 months ago
You should do one with him on just Europe. I’m also a European in Hong Kong and having someone verbalise what we have to witness happening in Europe would be worth at least 10-20 hours of therapy
13
@loicneve · 6 months ago
David, this is your best guest ever
2
@yannick1978 · 6 months ago
Great interview, as always with Louis Vincent Gave, thank you!
24
@savage-uf9ux · 6 months ago
Always enjoy listening to Louis. One of the most insightful out there
6
@JK_84_1 · 6 months ago
Enjoyed the interview with Louis. Thanks David.
12
@milothecorgi12 · 6 months ago
Great guest. This guy is on point, calm and articulate
3
@anoldmanandthesea · 6 months ago
Interesting guest - hope you have him back!
5
@MuckyMucky-z3c · 6 months ago
During WW2, the Germans moved their rockets and aircraft manufacturing underground. Their production actually accelerated.
8
@MichaelRobinson-l8c · 6 months ago
Great guest, always enjoy listening to Louis Gave.<br>The stats with China and energy is different than what i understand from the China resource companies. which is surprising with Louis being located in Hong Kong.<br>I understood the following stats with energy for China;<br>- China is 84.6% energy self-sufficient and less dependent on oil from the strait of Hurmuz not like Japan that's ~90% dependent and Philippines ~94%.<br>- China produce as much electricity from green energy as they do from coal.<br>- ~15.4% is ''energy'' imports to China.<br>- ~59% ''energy'' imports is oil<br>- ~17% of Chinas oil comes from Iran.<br>- ~ 1.5% is the overall ''energy'' dependency from Iran.<br><br>Very well diversified.
2
@justintindall9515 · 6 months ago
Thanks for the insights. He's definitely one of the sharper knives in the drawer.
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