#oil
Hormuz and the end of the old oil order
The Middle East conflict makes clear that great‑power politics now matter as much as OPEC quotas and output Read Full Article at RT.com
Why Deepak Shenoy is betting on industrials, defence, and oil and what he's avoiding
Despite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and encouraging bank credit growth. He favors industrials, import substitution, and manufacturing, with defence and semicon…
The Return of CONG (Coal Oil Nuclear Gas)
It’s “Déjà Vu All Over Again” in America. I feel as if I am being forced to revisit old 20th-century American paradigms under the current administration, while the rest of the world is rolling into the 21st century. This year we are told that AI needs more nu…
US-Iran Clashes Erupt in Strait of Hormuz as Trump's 'Project Freedom' Tests Fragile Ceasefire
DUBAI, United Arab Emirates — U.S. and Iranian forces exchanged fire in the Strait of Hormuz on Monday as Washington launched an ambitious operation to escort stranded commercial vessels through the vital waterway, testing a shaky ceasefire and sending oil pr…
Russia’s Oil Revenues Surge as the World Scrambles for Supply
Asian economies are dramatically increasing imports of discounted Russian crude amid global supply disruptions. A temporary U.S. sanctions waiver is enabling more Russian oil to flow into global markets. The shift risks boosting Moscow’s war revenues while ex…
Opec's loss may be India’s gain: How the UAE's exit from the cartel could ease our oil import bills
The United Arab Emirates' exit from Organization of the Petroleum Exporting Countries could mean it gets to raise oil production and pump more of it through its Fujairah pipeline that bypasses Hormuz. Both could serve India’s energy interests.
Ukraine Hits Russian Black Sea Oil Port Four Times in One Week
Russia's Black Sea port of Tuapse was targeted and hit by a new Ukrainian drone strike early on Friday, in the fourth attack on the port in just one week as Ukraine looks to limit Russia's oil exports and revenues amid soaring crude prices. Since internationa…
Exit polls may lift markets briefly, but oil remains key risk for equities
Political continuity offers sentiment support, but crude trajectory and earnings outlook cap upside, says Kotak institutional equities
West Asia conflict may trigger $800 billion capex boost for India, but oil and fertiliser risks remain: Morgan Stanley
Morgan Stanley’s latest report indicates that geopolitical tensions may boost India’s efforts for supply chain resilience and domestic capacity
UAE's OPEC exit: With cartel cracked, oil spills over geopolitics
In a dramatic turn of events, the United Arab Emirates has officially exited OPEC, signaling a significant transformation within the global energy landscape. This bold step is set to alter oil production dynamics and reshape international relationships, usher…
Saudi giant extends suspension on LPG deliveries after key site damaged – Bloomberg
Saudi oil and gas giant Aramco has been reportedly unable to fix its key LPG export terminal, with deliveries suspended through May Read Full Article at RT.com
Read It and Weep: Iran is Kicking Pool Old Standard Oil to the Curb
(Comment on Scott Ritter Substack 04-26-26 'A New Middle Eastern Power Paradigm', in the 1st comment section.) The Iranian chokehold of the world's throat has an historical precedent, a very strange one, because their control succeeds the historical monopoly …