https://www.principles0s.com/posts/Recent content in Blog on Lukas Rueda | Economist & Risk AnalystHugo -- gohugo.ioen-usLukas RuedaTue, 07 Apr 2026 00:00:00 +0000https://www.principles0s.com/posts/teapots/Tue, 07 Apr 2026 00:00:00 +0000https://www.principles0s.com/posts/teapots/What’s a Teapot Refinery? There is much to say about the implications of this conflict in Iran and its effects on the price of crude oil and its many derivatives across the world. Continuing with the theme of how the conflict in Iran has disproportionately affected Asian countries — heaviest hit being those in Southeast Asia — there are some interesting mechanics as to how China and the CCP have hedged themselves against some, but not all, of the price spikes caused by the conflict.https://www.principles0s.com/posts/asian-capital-exodus/Sun, 05 Apr 2026 00:00:00 +0000https://www.principles0s.com/posts/asian-capital-exodus/Since the start of the Iranian conflict on Feb 28th, significant macro developments have occurred. As a net exporter of oil, the US has been somewhat hedged against the negative implications of rising crude prices, especially when compared to the vast majority of Asian countries. The US is the largest energy producer in the world and possesses a more diversified economy than most Asian nations, as it is predominantly service-based (think tech).