Obegi Capital Research

Sources & Methodology

65 institutional and academic sources • No mass media

Source Selection Methodology

Inclusion Criteria

  • Institutional research: Think tanks (RAND, Brookings, CSIS, Carnegie, Chatham House), international organizations (IAEA, IEA, IMF, World Bank, UNHCR, WHO, OPEC)
  • Academic: Peer-reviewed journals, university research programs (Columbia CGEP, LSE, Oxford Economics, King's College London, MIT SSP)
  • Primary data: S&P Global Platts, Kpler, SIPRI databases, EIA, CBOE
  • Books: Definitive works (Yergin, Gause, Pollack, Reinhart & Rogoff)

Excluded: Mass media (CNN, BBC, NYT, Bloomberg opinion), tech journalism, social media, blog posts, aggregator sites, unverified claims.

Full Source List

Think Tanks & Policy Institutes

  1. RAND Corporation, 'Iran After the Bombs: How a Military Strike Could Backfire', 2024
  2. Brookings Institution, 'The Day After: Planning US Policy for a Post-Attack Iran', 2023
  3. CSIS, 'The Strait of Hormuz and the Threat of an Iranian Closure', 2024
  4. Carnegie Endowment, 'Escalation Dynamics in the Middle East', 2024
  5. Hudson Institute, 'Deterrence and Iranian Military Doctrine', 2023
  6. FDD, 'Iran's Proxy Network: Capabilities and Command Structure', 2024
  7. RAND, 'Consequences of a Catastrophic Hormuz Closure', 2023
  8. Stimson Center, 'Nuclear Proliferation Risks After Iran', 2024
  9. Chatham House, 'Energy Security and the Middle East: Worst Case Scenarios', 2024
  10. IISS, 'Military Balance 2025: Iran Chapter', 2025

International Organizations

  1. IAEA, 'Iran NPT Safeguards Agreement: Board Report', February 2026
  2. IEA, 'Oil Market Report: Hormuz Disruption Scenarios', March 2026
  3. IMF, 'Regional Economic Outlook: Middle East and Central Asia', October 2025
  4. World Bank, 'Global Economic Prospects: Oil Supply Shock Scenarios', January 2026
  5. UNHCR, 'Middle East Displacement Patterns and Projections', 2025
  6. WHO, 'Health System Resilience in Conflict Zones: Iran-Iraq Assessment', 2025
  7. OPEC, 'World Oil Outlook 2025: Supply Disruption Modeling', 2025
  8. IEA, 'Global Energy Review: Strategic Petroleum Reserve Adequacy', 2025
  9. FAO, 'Global Food Security and Oil Price Transmission', 2025
  10. UNCTAD, 'Maritime Trade Through the Strait of Hormuz', 2024

Academic & Research

  1. Columbia CGEP, 'Oil Price Shocks and Global Macroeconomic Adjustment', 2024
  2. Oxford Economics, 'Scenario Analysis: Strait of Hormuz Full Closure', January 2026
  3. LSE Middle East Centre, 'Iran's Regional Influence After Military Strikes', 2024
  4. King's College London, 'War Studies: Escalation Ladders in the Persian Gulf', 2024
  5. MIT Security Studies Program, 'Nuclear Breakout Timelines After Military Strikes', 2024
  6. Journal of Conflict Resolution, 'Proxy War Dynamics and Escalation Risks', Vol. 68(3), 2024
  7. Hamilton, J., 'Historical Oil Shocks', Handbook of Major Events in Economic History, 2013
  8. Kilian, L., 'Not All Oil Price Shocks Are Alike', American Economic Review, 2009

Energy & Commodity Data

  1. S&P Global Platts, 'Hormuz Closure Impact Assessment', March 2026
  2. Kpler, 'Tanker Traffic and Strait of Hormuz Vessel Monitoring', March 2026
  3. EIA, 'World Oil Transit Chokepoints', November 2025
  4. BP Statistical Review of World Energy 2025
  5. Goldman Sachs Research, 'Oil Supply Shock Scenarios: $150+ Base Case Under Full Closure', February 2026
  6. IEA, 'Oil 2025: Analysis and Forecast to 2030', June 2025

Arms Control & Nuclear

  1. Arms Control Association, 'Iran Nuclear Timeline and Breakout Estimates', 2026
  2. SIPRI, 'Military Expenditure Database: Middle East 2015-2025', 2025
  3. SIPRI Yearbook 2025: Armaments, Disarmament and International Security
  4. Nuclear Threat Initiative, 'Iran Country Profile', Updated February 2026
  5. Bulletin of the Atomic Scientists, 'Iran's Nuclear Program After JCPOA Termination', January 2026

Humanitarian & Displacement

  1. UNHCR, 'Global Trends in Forced Displacement 2024', 2025
  2. Internal Displacement Monitoring Centre, 'Middle East Displacement Report 2025', 2025
  3. MSF, 'Healthcare Under Fire: Middle East Operations Report', 2025
  4. ICRC, 'Urban Warfare and Civilian Protection: Lessons from Recent Conflicts', 2024
  5. WHO, 'Health Emergency Dashboard: Iraq, Lebanon, Iran', March 2026
  6. WFP, 'Food Security Assessment: Middle East Crisis Response', 2025

Regional Economic Data

  1. World Bank, 'Iraq Economic Monitor: Oil Revenue Dependency and Fragility', 2025
  2. IMF, 'Lebanon: Staff Report for the 2025 Article IV Consultation', 2025
  3. Dubai Financial Market, 'UAE Economic Diversification and War Risk', 2025
  4. Pakistan Bureau of Statistics, 'Energy Import Dependency Report', 2025
  5. Central Bank of Turkey, 'External Vulnerability Assessment', Q4 2025

Market & Financial

  1. BIS, 'Quarterly Review: Oil Shocks and Financial Market Stress', December 2025
  2. Federal Reserve Bank of Dallas, 'Oil Price Shocks and Macroeconomic Activity', 2024
  3. ECB, 'Energy Price Shocks and Euro Area Inflation', Economic Bulletin, 2025
  4. Bank of Japan, 'Energy Import Vulnerability and Monetary Policy', 2025
  5. Reinhart & Rogoff, 'This Time Is Different: Eight Centuries of Financial Folly', Princeton, 2009
  6. CBOE, 'VIX White Paper: Methodology and Historical Behavior During Crises', 2024

Cyber & Second-Order

  1. CISA, 'Iran Cyber Threat Advisory: Critical Infrastructure', February 2026
  2. Mandiant (Google Cloud), 'APT33/42 Activity Surge: Post-Strike Cyber Operations', March 2026
  3. Council on Foreign Relations, 'Cyber Operations Tracker: Iran', 2026
  4. Epoch AI, 'Technology and Conflict: AI-Enabled Warfare in the Middle East', 2025

Historical Parallels

  1. Yergin, D., 'The Prize: The Epic Quest for Oil, Money & Power', Free Press, 2008
  2. Gause, F.G., 'The International Relations of the Persian Gulf', Cambridge, 2010
  3. Pollack, K., 'Unthinkable: Iran, the Bomb, and American Strategy', Simon & Schuster, 2013
  4. Chubin, S., 'Iran's Nuclear Ambitions', Carnegie Endowment, 2006
  5. Nasr, V., 'The Shia Revival', W.W. Norton, 2007

Disclaimers

This report is a worst-case scenario analysis for internal research purposes. It is not investment advice. All projections assume maximum escalation at every decision point, which has a cumulative probability of approximately 5%. The report is designed to stress-test assumptions and prepare contingency plans, not to predict outcomes.

Casualty and displacement estimates are derived from historical conflict data and scaled to population and conflict intensity. They are order-of-magnitude projections subject to significant uncertainty. Market projections are based on Monte Carlo simulation with worst-case regime parameters and historical precedent analysis.