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The Fracturing of OPEC - UAE quits OPEC on May 1

Strategy Report ·David Roche ·28 Apr 2026

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 …

#Gulf Supplies#Gulf Region#Gulf War#OPEC#OPEC Production#Gulf War -Long Termn Defence and Security Cost.#UAE quits OPEC Read More
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AfterWar - War Damage and How Economies Recover

Strategy Report ·David Roche ·26 Apr 2026

AfterWar - Counting War Damage & Mapping How Economies Heal This report counts the economic damage from a forever loss of 10% of global Oil and Gas supply. That’s about half the current shortfall created by the Gulf shipping paralysis. The cost is that global GDP …

#EU Commission#Economic Damage#Energy Efficiency#Gulf War#Economic Recover#EU Green Plans#EU Decarbonisation#China Renewables#Gulf War -Long Termn Defence and Security Cost. Read More
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