Michelle Brohard of Kipler suggests a potential "mini deal" where Iran could implement a toll system to control the Strait of Hormuz while nuclear issues are addressed separately.

Expert perspectiveMichelle BrohardMay 23

A potential "mini deal" with Iran could involve the country implementing a toll system for the Strait of Hormuz while nuclear issues are negotiated separately.

Expert perspectiveMichelle BrohardMay 22

Iran may be using its proxies, including actors in Iraq, the Houthis, and Hezbollah, to signal its military options to the United States.

Expert perspectiveMichelle BrohardMay 22

If Iran successfully imposes a transit toll on the Strait of Hormuz, it could set a precedent for countries like China or Turkey to charge tolls for their strategic waterways.

SpeculativeMichelle BrohardApr 10

It is expected that Saudi Arabia and the UAE will restore oil production relatively quickly, but Iraqi production will take a long time to come back online.

Expert perspectiveMichelle BrohardApr 10

Michelle Brohard of Kepler believes the back of the oil futures market, specifically contracts for December 2026 through December 2027, is undervalued relative to current geopolitical risks.

Expert perspectiveMichelle BrohardApr 10

What Michelle Brouhard has said