China and UAE’s Exit from OPEC: Risks and Opportunities
The United Arab Emirates' announcement of its withdrawal from OPEC and the OPEC+ alliance, effective May 1, 2026, represents a major strategic shift in...
OPEC After the UAE Exit: The End of Oil Unity
The withdrawal of the United Arab Emirates to abandon OPEC is far more than just a change in policy, but represents a change in...
America Replaces OPEC as Global Oil Shock Absorber
The ongoing Iran war has reshaped global energy dynamics, shifting influence away from OPEC toward the United States. Traditionally, OPEC and key producers like...
Iran War Boosts Russia’s Main Oil Income to $9 Billion in April
Russia's revenue from its main oil tax is set to double to $9 billion in April due to the oil and gas crisis following...
Hormuz Blockade Creates Winners and Losers Among Middle East Oil Exporters
The closure of the Strait of Hormuz has significantly impacted global oil prices, benefiting countries like Iran, Oman, and Saudi Arabia while others like...
Oil Markets Hold Their Breath as War Clouds Global Supply
Global oil markets are entering a phase of uneasy stability, as prices hover despite deepening geopolitical risks. Traders appear caught between two opposing forces...
Conflict Forces Big Oil to Rethink Middle East Dependence
The ongoing Iran war is reshaping the global energy landscape by undermining the Middle East’s long standing position as the most reliable and cost...
How Shock, Timing, and Industrial Strategy Are Rewriting the LNG Era
The global LNG market is no longer shaped by familiar cycles of tightness and surplus. It is now defined by inelasticity, a structural rigidity...
Oil Reserves do not Solve an Oil Shock
The renewed oil shock has exposed an old truth that governments keep trying to forget. Energy markets may look global, digital, and sophisticated, but...
$200 Oil No Longer a Bluff as Iran War Tightens Global Supply
The threat from Iran to push oil prices to $200 a barrel is no longer rhetorical excess but an increasingly plausible outcome of a...