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The Tehran-Beijing Pipeline: When Maximum Pressure Meets Minimum Enforcement
When maximum pressure meets minimum enforcement, 1.5 million barrels per day finds a way
 • 
Riko Kardamow
17:05
The Southwest Unhedged: When Risk Management Goes Full YOLO
Or Short Call: How to Turn a Boring Airline into a Naked Commodity Stub in One Easy Step
 • 
Riko Kardamow
When Airlines Play The Strip: A Hedging Post-Mortem Nobody Asked For
Or: How Southwest Airlines Became the Bill Ackman of Jet Fuel
 • 
Riko Kardamow
The Only Free Cheese Is in the Mousetrap
Kardamow Research: Because someone needs to track this circus professionally
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Riko Kardamow

July 2025

June 2025

January 2025

The Tehran-Beijing Pipeline: How Iran's Sanctions Evasion Became China's Energy Arbitrage
Iran’s oil exports, which plummeted to 400,000 barrels per day (b/d) under President Trump’s “maximum pressure” campaign in 2019–20, rebounded…
 • 
Riko Kardamow
The Canal Conundrum: How Trump's Panama Obsession Reveals the Real U.S.-China Trade War
When great powers fight over shipping lanes, commodity traders should pay attention—especially when transit fees are already rising
 • 
Riko Kardamow
The Caracas Crude Conundrum: How Trump's Venezuelan Oil Ban Creates a Tehran-Beijing-Caracas Triangle
President Donald Trump’s initiative to halt U.S.
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Riko Kardamow
The Bitumen Bomb: How Canada's Heavy Crude Became America's Energy Achilles' Heel
When 4 million barrels per day of sludge holds the world's superpower hostage to its polite northern neighbor
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Riko Kardamow
The Bitumen Bomb: When Energy Independence Meets Industrial Physics
When 4 million barrels per day of sludge holds the world's superpower hostage to its polite northern neighbor
 • 
Riko Kardamow
18:34
© 2025 Riko Kardamow
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