Iran still has the knowhow, middlemen and shadow-fleet infrastructure it spent years developing to sell sanctioned oil to China. But it has now run out of oil outside Iran to put through that system. The US naval blockade has exposed a limitation in Tehran’s sanctions-evasion machinery: ship-to-ship transfers, false paperwork …
Read More »Saudi East-West pipeline restarts, but flows remain restricted to 40% of pre-Houthi attack levels
Current throughput at 2.2 million barrels a day is well below the 5.5 million flowing daily before the Houthi attack, full recovery may take at least six weeks.New Delhi: Saudi Arabia’s East-West oil pipeline has resumed operations after an 11-day shutdown following Houthi drone attacks, but crude flows have recovered …
Read More »Iran faces postwar winter with a third of gas capacity lost
Iran is racing to restore gas infrastructure before winter after losing about a third of its pre-war production capacity, a reconstruction challenge that could force Tehran into difficult choices between keeping homes warm, power plants running and industry supplied. Iranian officials say attacks have knocked out about 230 million cubic …
Read More »Indian Refiners Face 40% Crude Cost Surge As Middle East War Disrupts Flows
India has relatively limited direct exposure to the Yanbu route. Saudi supplies averaged about 315,000 barrels a day in August, compared with total Indian crude imports of around 4.7 million barrels a day. Indian Refiners Face 40% Crude Cost Surge As Middle East War Disrupts Flows India has relatively limited …
Read More »The illusion of redundancy: Why oil markets are misreading Gulf supply risk
Oil markets are behaving as if the region’s supply problems will soon resolve themselves. That confidence is becoming increasingly difficult to justify.By mid-September 2026, futures prices had repeatedly eased or paused on the basis of limited diplomatic signals, even as three major vulnerabilities were developing at the same time: Iran’s …
Read More »Can Saudi Arabia Finance Both War and Vision 2030?
The Kingdom Can Withstand the Current Pressure Caused by the Iran War, but Only If It Defines Its Priorities Because of the Iran war, Saudi Arabia has fewer barrels of oil to sell but receives more money for every barrel it does sell. Attacks on energy facilities and the Strait …
Read More »Natural gas, corridors, and security: Why Turkey wants Egypt in the Mecca Pact
The Eastern Mediterranean’s importance is often measured by its gas discoveries, but reserves acquire strategic value only when they can reach consumers. Egypt’s Zohr, Israel’s Tamar and Leviathan, and Cyprus’s Aphrodite, Glaucus and Cronos have given the basin a substantial resource base. Yet Egypt occupies the pivotal position because its Idku …
Read More »Iran keeps finding gas. Getting it out is the problem
Iran has announced another major gas discovery, but with the world’s second-largest reserves already beneath its soil, Tehran’s problem is not finding gas but finding the money and technology to extract it. Oil Minister Mohsen Paknejad said the newly discovered field in southern Fars Province contains more than 7.5 trillion …
Read More »Attacks on UAE vessels raise risks for Indian crude imports. But LPG, LNG supplies far more vulnerable
India may avoid a crude supply crunch, but persistent attacks on Gulf shipping could raise freight, insurance and fuel costs, while putting LPG and LNG supplies at riskNew Delhi: Recent attacks on UAE’s state-owned Abu Dhabi National Oil Company (ADNOC) vessels and Saudi energy infrastructure are unlikely to leave India short …
Read More »Starting gun for Central Asia data center race triggered
Saudi-backed Uzbek project to open year-end; Nvidia-supported Kazakh campus takes shape TASHKENT/ISTANBUL — The race to build data centers in Central Asia is intensifying, with Uzbekistan set to complete the first phase of a facility by year-end and Kazakhstan’s Nvidia-backed project expected to offer 125 megawatts by 2027. Uzbekistan’s TAS-1 …
Read More »