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Middle East Energy: How Fast Will Supply Recover? Watch the Ships, Not the Rigs
David Roche assesses why Middle East crude supply should recover faster than production capacity over the next six months, as Gulf shipping flows and a 300mb inventory buffer narrow the global oil deficit and push crude toward a $75–85/bbl range.
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The Fracturing of OPEC - UAE quits OPEC on May 1
The Fracturing of OPEC - UAE quits OPEC on May 1 UAE quitting OPEC means: · No change in oil prices or oil supply in short term as UAE oil outlets are constrained by Gulf blockades. · Long term UAE oil output could painlessly double to 6mn bpd. This would …
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Iran Amilitaryshowdown
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