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Quantum Strategy

@quantumstrategy.bsky.social
56 followers 36 following 3K posts

The leading researcher in macro that matters to markets

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Quantum Strategy @quantumstrategy.bsky.social · 28/09/2026
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Quantum Strategy @quantumstrategy.bsky.social · 28/09/2026
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Quantum Strategy @quantumstrategy.bsky.social · 20/07/2026
US oil inventory levels and draw down
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Quantum Strategy @quantumstrategy.bsky.social · 17/07/2026
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Quantum Strategy @quantumstrategy.bsky.social · 12/07/2026
UKMTO New attack on container ship off Iran on 07.11@2240hrs UTC. Vessel abandoned. Subsequently US Centcome resumes attacks on IRGC. ANd Iran claims missile attacks on `us base in Jordam + other facilities in Gulf States
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Quantum Strategy @quantumstrategy.bsky.social · 09/07/2026
Drewry world container rates, 07.09.2026 =+2%. Airfreight +6% on week
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Quantum Strategy @quantumstrategy.bsky.social · 09/07/2026
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Quantum Strategy @quantumstrategy.bsky.social · 08/07/2026
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Quantum Strategy @quantumstrategy.bsky.social · 07/07/2026
x.com/uk_mto/statu...
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Quantum Strategy @quantumstrategy.bsky.social · 05/07/2026
UKMTO AND JMIC REPORTS 07.05.2026 0800HRS UTC FREIGHTER ATTACKED OFF YEMEN IN RED SEA
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Quantum Strategy @quantumstrategy.bsky.social · 02/07/2026
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Quantum Strategy @quantumstrategy.bsky.social · 25/06/2026
Drewry World Container Cost Index - the blow out continues up 5% in the latest week.
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Quantum Strategy @quantumstrategy.bsky.social · 22/06/2026
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Quantum Strategy @quantumstrategy.bsky.social · 18/06/2026
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Quantum Strategy @quantumstrategy.bsky.social · 15/06/2026
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Quantum Strategy @quantumstrategy.bsky.social · 15/06/2026
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Quantum Strategy @quantumstrategy.bsky.social · 14/06/2026
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Quantum Strategy @quantumstrategy.bsky.social · 11/06/2026
JMIC & UKMTO alerts of thee violent incidents on june 10 & 11 of which two, inclusing fatalies caused by US Navy firing missiles into engine rooms.
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Quantum Strategy @quantumstrategy.bsky.social · 04/06/2026
Drewry Global and Asian Container Rates www.linkedin.com/posts/philip...
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Quantum Strategy @quantumstrategy.bsky.social · 01/06/2026
x.com/uk_mto/statu...
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Quantum Strategy @quantumstrategy.bsky.social · 26/05/2026
UKMTO Operations Centre @UK_MTO • 8h UKMTO WARNING 062-26
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Quantum Strategy @quantumstrategy.bsky.social · 23/05/2026
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Quantum Strategy @quantumstrategy.bsky.social · 23/05/2026
UKMTO 2 WARNINGS FOR 05.23.2026 24 HRS TO 1600 UMT - GULF OF ADEN PROBABLY 2 X ATTEMPTS AT PIRACY:
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Quantum Strategy @quantumstrategy.bsky.social · 22/05/2026
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Quantum Strategy @quantumstrategy.bsky.social · 21/05/2026
UKMTO ME Shipping 24 hrs to May 21, 2026@ UMT 1600: No Incidents Reported.
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Quantum Strategy @quantumstrategy.bsky.social · 20/05/2026
UKMTO Operations Centre @UK_MTO • 1h. ME Shipping. UKMTO Daily 24 hr summary 19 May-20 May 26 at 1600 UMT : No Incidents Reported.
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Quantum Strategy @quantumstrategy.bsky.social · 19/05/2026
UKMTO Daly Update ME Shipping for 24 hrs to 1600hrs UMT on Tuesday, May 19: No Incidents Reported.
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Quantum Strategy @quantumstrategy.bsky.social · 18/05/2026
UKMTO Operations Centre @UK_MTO • 1h UKMTO Daily Summary 17 May - 18 May 2026: No Incidents Reported.
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Quantum Strategy @quantumstrategy.bsky.social · 17/05/2026
UKMTO Operations Centre @UK_MTO • 4h 20260517-UKMTO_Daily_Summary X 1600UTC 16 May 26 to 1600UTC 17 May 26. No Incidents Recorded
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Quantum Strategy @quantumstrategy.bsky.social · 16/05/2026
20260516-UKMTO_Daily_Summary UKMTO DAILY SUMMARY 1600UTC 15 May 26 to 1600UTC 16 May 26: No Incidents Reported
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Quantum Strategy @quantumstrategy.bsky.social · 15/05/2026
UKMTO ME Shipping update for 24 hrs to 1600hrs UTC 05/15: No Incidents Reported lnkd.in/ehEnMsp8
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Quantum Strategy @quantumstrategy.bsky.social · 15/05/2026
Drewry's Intra-Asia Container Index (IACI), a weighted average of weekly spot rates across 18 major trade routes within Asia, increased to $939 per 40ft container, its highest level in nearly two years. View our assessment and trade route analysis at: Inkd.in/dVNHfu3y
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Quantum Strategy @quantumstrategy.bsky.social · 14/05/2026
UKMTO ME SHIPPING REPORT FOR 24 HRS TO 1600HRS UMT ON 05/14. Two incidents reported. One “Not in Public Domain”.. The other a hijacking of a ship at anchor of Fujairah which is being steered towards Iranian waters.
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Quantum Strategy @quantumstrategy.bsky.social · 14/05/2026
UKMTO ME SHIPPING REPORT FOR 24 HRS TO 1600HRS UMT ON 05/14. Two incidents reported. One “Not in Public Domain”.. The other a hijacking of a ship at anchor of Fujairah which is being steered towards Iranian waters.
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Quantum Strategy @quantumstrategy.bsky.social · 14/05/2026
UKMTO WARNING MAY 14 0545HRS UTC - VESSEL HIJACKED OFF FUJAIRAH UAE AND NOW HEADED TOWARD IRANIAN WATERS.
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Quantum Strategy @quantumstrategy.bsky.social · 12/05/2026
UKMTO Update Gulf Shipping for the 24hrs to 1600hrs 05/12. Daily Overview No incidents were reported across the Arabian Gulf and Gulf of Oman. The regional security environment remains volatile, with ongoing military activity and continued threat to commercial shipping.
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Quantum Strategy @quantumstrategy.bsky.social · 09/05/2026
UKMTO ME GULF REPORT for 24 hrs 1600hrs UMT on 05/09 - No Incidents Reported. Same for previous 24 hrs
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Quantum Strategy @quantumstrategy.bsky.social · 06/05/2026
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Quantum Strategy @quantumstrategy.bsky.social · 05/05/2026
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Quantum Strategy @quantumstrategy.bsky.social · 04/05/2026
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Quantum Strategy @quantumstrategy.bsky.social · 04/05/2026
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Quantum Strategy @quantumstrategy.bsky.social · 03/05/2026
Trump to escort trapped ships out of Gulf
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Quantum Strategy @quantumstrategy.bsky.social · 21/04/2026
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Quantum Strategy @quantumstrategy.bsky.social · 01/04/2026
Ukmot & jmic-advisory-note-31-mar_final JMIC ADVISORY NOTE IN FULL FOR ME SHIPPING for 01-31 March 2026
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Quantum Strategy @quantumstrategy.bsky.social · 26/03/2026
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Quantum Strategy @quantumstrategy.bsky.social · 22/03/2026
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Quantum Strategy @quantumstrategy.bsky.social · 22/03/2026
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Quantum Strategy @quantumstrategy.bsky.social · 26/02/2026
Potential escalation between US & Cuba
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Quantum Strategy @quantumstrategy.bsky.social · 22/02/2026
Donald Trump’s 15% Tariffs - under Section 122 of 1974 Trade Act - Effect per Country. (Note PLUS = lower tariffs than previously. And MINUS = higher Higher Tariffs than previously.)
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Quantum Strategy @quantumstrategy.bsky.social · 16/02/2026
Dear US-izens. May i invite you to please adopt and defend the values of our European civilisation that make it so superior to your’s. And may i ask that if you want to make mendatious speeches about us please do so at home where maga audiences are ignorant enough to believe you.
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