Issue 35

Oil & Gas

• Oman’s Abraj: Fracking Can Unlock Billions Of Barrels Of Heavy Oil
• Iraq Chartering Tankers To Take Control Of Shuttle Runs

Corporate

• Syria Investment Outlook Improves After US Rescinds Terrorism Designation

OPEC

• Hormuz Diesel Exports Edge Up

Geopolitical Risk

• Middle East Conflict Reaches Six-Month Mark
• TotalEnergies Joins Iraq Export Pipelines Consortium

Refining & Petrochemicals

• Israel Refineries Increase Output In Q2

Power & Water

• Morocco’s Imports Of Electricity From Spain Reach Nine-Year High

Economics & Finance

• Saudi Export Revenues Start To Weaken
• Oman Secures Q2 Budget Surplus

Op-Ed & Documents

• Tolls Of War: Why Gulf Pipelines Now Price Like Bonds

News In Brief

• Adnoc Adds Two LNG Ships To Fleet
• Doosan To Build 1.7gw Misfah Plant In Oman
• US Sanctions Wellbred Trading Firm

Selected Data

• OQEP Plans To Explore Offshore Musandam In 2027
• Kuwait Gas Output Rebound
• Benchmark Crude Prices ($/B)
• Saudi Red Sea Imports At Record High As Gulf Coast Inflows Drop