The Probability Desk

The Probability Desk — Scenario Video — May 27, 2026

A three-minute probability-weighted scenario video on a contested Strait of Hormuz — base case, upside and tail for long-horizon capital.

The Probability Desk — Scenario Video — May 27, 2026

A three-minute scenario briefing from The Probability Desk: with the UAE out of OPEC and the Strait of Hormuz contested, how long should decade-horizon capital plan for a persistent energy-security premium — weighted base case, upside and tail.

Editorial scenario analysis only — not investment, actuarial, or geopolitical advice.

Continue the briefing. Read the scenario in full · explore The Probability Desk.

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