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Gulf Oil

All articles tagged with #gulf oil

energy1 month ago•5 min saved

Gulf oil could rebound quickly after Hormuz reopening, but scars linger

Goldman Sachs says a safe reopening of the Strait of Hormuz could restore Gulf oil quickly, with roughly 70% of lost output back in 3 months and about 88% in 6 months, after April’s estimated 14.5 mb/d loss. However, ongoing damage to energy infrastructure, limited Gulf tanker capacity, and complexities around restarting wells could slow the final recovery and leave lasting market scars if hostilities resume; Ras Laffan LNG facilities in particular may require years to recover.

via Financial Times|

#commodities-markets #energy #energy-infrastructure-damage

world2 months ago•6 min saved

Iran Conflict Reveals Global Dependence on Gulf Energy

The US-Israel war with Iran has driven oil above $100 a barrel and exposed Asia’s heavy reliance on Gulf energy, as disruptions to shipping and the Strait of Hormuz tighten crude supplies. Southeast Asian refineries are configured for heavy Middle Eastern crude, making quick shifts costly while governments push fuel-saving measures and subsidies. Europe redirects LNG away from Russia and the US expands domestic gas, though export limits curb relief. China appears relatively better positioned due to stockpiles and EV adoption, but the global energy system remains fragile, highlighting Asia’s vulnerability to Gulf oil and gas.

via BBC|

#asia #energy-security #gulf-oil

world2 months ago•4 min saved

Plan B in Iran War: Destabilization and Dahiya Tactics Loom

The article argues the initial US‑Israel plan to quickly topple Iran failed, with Netanyahu trapped and Trump overconfident. It outlines a two‑pronged Plan B: (1) use minority groups like Kurds or Baluchis to foment internal revolt, and (2) apply the Dahiya doctrine—punishing civilians to crush domestic support—through intensified strikes on Iran’s infrastructure. This could provoke Iranian retaliation against Gulf oil states and cause global economic disruption, making the conflict harder to end and risking months of escalation. Some Israelis and U.S. insiders may be rethinking the approach, but the war remains costly and uncertain.

via The Guardian|

#dahiya-doctrine #gulf-oil #iran