6 Comments
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Sonam rojariya's avatar

very well written, amid all the news, this was preciously what needed to understand whole story better

Zerodha's avatar

Glad you liked it :)

Ashish V Orpe's avatar

Ah! Nicely explained the oil/gas trade dynamics in Middle East and its relevance to geopolitics…. Detailed maps helped quite a bit to understand it better…also SLM/LLM distinction and its relevant to different devices was well elaborated…

Zerodha's avatar

Glad you liked it :)

Animesh Chhabra's avatar

One of the best explainers by the team , goes from the very basics to the intricacies.

Though the Iran peice does not lead to a positive prognosis on the future.

Would love if there was a further assessment with regards to the reserves the countries have and how long they could really last before the strain begins to show.

Also whether this will have any medium or long term impact on ev adoption.

Also is railways with its electrification already done immune to this crisis.

Zerodha's avatar

Glad you liked it Animesh, we will look into this :)