1. Barrels or Beliefs? The First Net Short in WTI and the Power of Market Narratives

    ...iqueness of the August 2025 event becomes clearer in historical context. During the 2008 financial crisis, speculative longs collapsed but never shifted into net short territory. In the 2014–2015 price collapse, hedge funds built significant short positions, yet the aggregate positioning in WTI remained ne...

    Volume: 68
    Issue: 36
    Published at Fri, 05 Sep 2025
  2. The Elusive Costs And Benefits Of Saudization

    ...atistics and Information (CDSI, August 2014) puts Saudi Arabia’s total residents at 30 million at the end of 2013, 20.3 million of whom are Saudi citizens. These numbers indicate an expat community of 9.7 million, a figure far below that which could be inferred from MoL data on non-Saudi workers. This in...

    Volume: 57
    Issue: 36
    Published at Fri, 05 Sep 2014
  3. Libya And Iraq: The Weakest Links In World Oil Markets

    ...edict that at most about 150,000 b/d of new field additions will come online by the end of this year, with the risk that Majnoon also slips into 2014.   Maintenance Exposes Infrastructure Failings Of course, a discussion of Iraq must include a mention of its infrastructure – the key co...

    Volume: 56
    Issue: 36
    Published at Fri, 06 Sep 2013
  4. The Georgia-Russia Standoff And The Future Of Caspian And Central Asian Energy Supplies

    ...ve a boost to alternative energy supplies to Europe as well as other exotic routes for Caspian and Central Asian oil and gas. Notes: 1.   BTE currently carries 6 bcm/year of gas, which is projected to reach 20 bcm/y by 2014. Oil volumes are also transported through Azerbaijan and Georgia via the Ba...

    Volume: 51
    Issue: 36
    Published at Mon, 08 Sep 2008