Robin Mills
@robinmills.bsky.social
Middle East energy guru. CEO of Qamar Energy, fellow Columbia Center on Global Energy Policy, author 'The Myth of the Oil Crisis' & 'Capturing Carbon'; columnist The National, weekly newsletter https://www.thenationalnews.com/newsletters/energy-this-week
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
Why the IEA and Opec are split on what comes next for oil | The National
The IEA forecasts a massive surplus in the oil market while Opec predicts 1.4 million barrels a day of demand expansion
www.thenationalnews.com
February 16, 2026 at 7:04 PM
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year www.thenationalnews.com/business/ene... @thenationalnews.com #energysky
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd
Budget break-even is $90.5 per bbl and oil is 83% of the budget
Budget break-even is $90.5 per bbl and oil is 83% of the budget
Can Kuwait close the production gap with Gulf rivals?
Kuwait's finance ministry has calculated the breakeven oil price for the 2025-26 fiscal year at $90.5 per barrel, well above current prices
www.agbi.com
February 13, 2026 at 10:43 PM
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd
Budget break-even is $90.5 per bbl and oil is 83% of the budget
Budget break-even is $90.5 per bbl and oil is 83% of the budget
agsi.org/analysis/wha...
As US talks run alongside military threats, what's next for Iran's energy sector? Disruption, Muddling Through, or Resurgence.
@gulfstatesinst.bsky.social
#energysky
As US talks run alongside military threats, what's next for Iran's energy sector? Disruption, Muddling Through, or Resurgence.
@gulfstatesinst.bsky.social
#energysky
What’s Next for Iran’s Energy Sector? - AGSI
Iran’s energy industry, mismanaged and hit by sanctions, is still crucial for the government in Tehran and important on the global stage.
agsi.org
February 11, 2026 at 12:06 PM
agsi.org/analysis/wha...
As US talks run alongside military threats, what's next for Iran's energy sector? Disruption, Muddling Through, or Resurgence.
@gulfstatesinst.bsky.social
#energysky
As US talks run alongside military threats, what's next for Iran's energy sector? Disruption, Muddling Through, or Resurgence.
@gulfstatesinst.bsky.social
#energysky
Reposted by Robin Mills
Whatever the exact political and military process, Iran’s petroleum sector could see three broad outcomes: complete disruption; muddling through similar to the post-2020 period; or resurgence under new leadership. @robinmills.bsky.social agsi.org/analysis/wha...
What’s Next for Iran’s Energy Sector? - AGSI
Iran’s energy industry, mismanaged and hit by sanctions, is still crucial for the government in Tehran and important on the global stage.
agsi.org
February 10, 2026 at 8:40 PM
Whatever the exact political and military process, Iran’s petroleum sector could see three broad outcomes: complete disruption; muddling through similar to the post-2020 period; or resurgence under new leadership. @robinmills.bsky.social agsi.org/analysis/wha...
“I wake up in the morning literally throwing last night’s plans away"
How do shippers deal with today's unprecedented disruptions?
@Break_Bulk #energysky
breakbulk.com/articles/pla...
How do shippers deal with today's unprecedented disruptions?
@Break_Bulk #energysky
breakbulk.com/articles/pla...
Plans Made at Bedtime, Obsolete by Morning | Breakbulk
Geopolitical instability is forcing operators to reroute vessels, rewrite contracts and rethink risk at an unprecedented pace. At Breakbulk Middle East’s “Geopolitics in Motion” panel session, industr...
breakbulk.com
February 10, 2026 at 2:06 PM
“I wake up in the morning literally throwing last night’s plans away"
How do shippers deal with today's unprecedented disruptions?
@Break_Bulk #energysky
breakbulk.com/articles/pla...
How do shippers deal with today's unprecedented disruptions?
@Break_Bulk #energysky
breakbulk.com/articles/pla...
After ADNOC / XRG's latest deal in Azerbaijan: Central Asia can play key role in solving Europe's gas needs www.thenationalnews.com/business/ene...
@thenationalnews.com #energysky
@thenationalnews.com #energysky
Central Asia can play key role in solving Europe's gas needs | The National
Abu Dhabi's Adnoc has built a growing position in strategic assets for Europe’s energy security
www.thenationalnews.com
February 9, 2026 at 2:24 PM
After ADNOC / XRG's latest deal in Azerbaijan: Central Asia can play key role in solving Europe's gas needs www.thenationalnews.com/business/ene...
@thenationalnews.com #energysky
@thenationalnews.com #energysky
Does either the US or Iran know what it is aiming at in the Gulf? How the US and Iran have left energy markets flying blind www.thenationalnews.com/business/ene...
#energysky
#energysky
How the US and Iran have left energy markets flying blind | The National
The US and/or Israel could attack domestic Iranian energy infrastructure, concentrating on gas, electricity and fuel distribution
www.thenationalnews.com
February 2, 2026 at 10:24 PM
Does either the US or Iran know what it is aiming at in the Gulf? How the US and Iran have left energy markets flying blind www.thenationalnews.com/business/ene...
#energysky
#energysky
“Great powers have begun using economic integration as weapons. Tariffs as leverage. Financial infrastructure as coercion. Supply chains as vulnerabilities to be exploited.”
Are the great powers turning the clock back?
@thenationalnews.com
www.thenationalnews.com/business/ene... #energysky
Are the great powers turning the clock back?
@thenationalnews.com
www.thenationalnews.com/business/ene... #energysky
Is the clock turning back on national sovereignty over natural resources? | The National
Venezuela’s oil sales are under US supervision and the Trump administration is threatening Iran, but advantage by coercion is not the answer
www.thenationalnews.com
January 27, 2026 at 1:11 PM
“Great powers have begun using economic integration as weapons. Tariffs as leverage. Financial infrastructure as coercion. Supply chains as vulnerabilities to be exploited.”
Are the great powers turning the clock back?
@thenationalnews.com
www.thenationalnews.com/business/ene... #energysky
Are the great powers turning the clock back?
@thenationalnews.com
www.thenationalnews.com/business/ene... #energysky
The shadow fleet of oil tankers has kept the economies of Russia, Iran and Venezuela alive through wars, protests and sanctions - but is this ghostly fleet now about to be dispersed in the light of harsher scrutiny?
#energysky
www.agbi.com/opinion/oil-...
#energysky
www.agbi.com/opinion/oil-...
Shadows and skulduggery on the open seas
Behind the glare of the legitimate petroleum industry is the shadow fleet, which contains more than one thousand vessels
www.agbi.com
January 20, 2026 at 9:16 PM
The shadow fleet of oil tankers has kept the economies of Russia, Iran and Venezuela alive through wars, protests and sanctions - but is this ghostly fleet now about to be dispersed in the light of harsher scrutiny?
#energysky
www.agbi.com/opinion/oil-...
#energysky
www.agbi.com/opinion/oil-...
Gas, power, water shortages and subsidies - the Iranian regime's energy failures have undermined its economy...but any new government will have to solve the same problems www.thenationalnews.com/business/ene...
@thenationalnews.com
#energysky
@thenationalnews.com
#energysky
No end in sight for Iran’s chronic energy problems | The National
Iranian oil sells for steep discounts versus international benchmarks even to China because of the hassle of circumventing sanctions
www.thenationalnews.com
January 19, 2026 at 6:25 PM
Gas, power, water shortages and subsidies - the Iranian regime's energy failures have undermined its economy...but any new government will have to solve the same problems www.thenationalnews.com/business/ene...
@thenationalnews.com
#energysky
@thenationalnews.com
#energysky
My final panel at World Future Energy Summit today asked: "Does energy security now trump net-zero?" with @jcgnana.bsky.social @utecollier.bsky.social #energysky
2026 outlook: how reliability and renewables can co-exist in the new energy map
There can be no energy security without climate security. Wild weather will hit offshore oil platforms and wind turbines, electricity cables and hydroelectric
www.energyconnects.com
January 15, 2026 at 9:58 PM
My final panel at World Future Energy Summit today asked: "Does energy security now trump net-zero?" with @jcgnana.bsky.social @utecollier.bsky.social #energysky
Saudi Arabia sold ~$190 billion oil in 2025. China earned ~$240 billion from clean-tech exports.
Future energy innovation must become mainstay of Gulf economies
@thenationalnews.com
Looking forward to #WFES2026 #ADSW this week #MASDAR #energysky
www.thenationalnews.com/business/ene...
Future energy innovation must become mainstay of Gulf economies
@thenationalnews.com
Looking forward to #WFES2026 #ADSW this week #MASDAR #energysky
www.thenationalnews.com/business/ene...
World Future Energy Summit: Innovation must become mainstay of Gulf economies | The National
Energy efficiency will also take focus at the event in Abu Dhabi this week
www.thenationalnews.com
January 12, 2026 at 1:59 PM
Saudi Arabia sold ~$190 billion oil in 2025. China earned ~$240 billion from clean-tech exports.
Future energy innovation must become mainstay of Gulf economies
@thenationalnews.com
Looking forward to #WFES2026 #ADSW this week #MASDAR #energysky
www.thenationalnews.com/business/ene...
Future energy innovation must become mainstay of Gulf economies
@thenationalnews.com
Looking forward to #WFES2026 #ADSW this week #MASDAR #energysky
www.thenationalnews.com/business/ene...
From Monroe to Donroe Doctrine: the US's grab of Maduro transforms the map for Venezuela's oil and global security of resources and land
#energysky
@thenationalnews.com
#energysky
@thenationalnews.com
Monroe to Don-roe: US asserts resource control politics with Venezuela grab | The National
Donald Trump said he will take a 'tremendous amount of wealth out of the ground'
www.thenationalnews.com
January 5, 2026 at 3:26 PM
From Monroe to Donroe Doctrine: the US's grab of Maduro transforms the map for Venezuela's oil and global security of resources and land
#energysky
@thenationalnews.com
#energysky
@thenationalnews.com
Most energy forecasts run only to 2050. That's almost tomorrow in our business. But climate projections go to 2100 and beyond. Our children in 2100 will inherit today’s energy decisions
www.thenationalnews.com/business/ene...
#energysky @thenationalnews.com
www.thenationalnews.com/business/ene...
#energysky @thenationalnews.com
Our children in 2100 will inherit today’s energy decisions | The National
As governments and forecasters fixate on 2050, the real consequences of energy policy will be felt far beyond it
www.thenationalnews.com
December 29, 2025 at 3:30 PM
Most energy forecasts run only to 2050. That's almost tomorrow in our business. But climate projections go to 2100 and beyond. Our children in 2100 will inherit today’s energy decisions
www.thenationalnews.com/business/ene...
#energysky @thenationalnews.com
www.thenationalnews.com/business/ene...
#energysky @thenationalnews.com
Looking forward to speaking at World Future Energy Summit 2026! I'll be discussing "Does energy security now trump net zero?" Spoiler: there is no energy security without a secure climate - but there will be no progress on climate without energy security #energysky
December 22, 2025 at 1:45 PM
Looking forward to speaking at World Future Energy Summit 2026! I'll be discussing "Does energy security now trump net zero?" Spoiler: there is no energy security without a secure climate - but there will be no progress on climate without energy security #energysky
Why go to Africa for critical minerals? Another country with major untapped resources is next to the Gulf and keen for investment. And the US is already trying to catch up on China's head-start.
@thenationalnews.com
www.thenationalnews.com/business/ene...
#energysky
@thenationalnews.com
www.thenationalnews.com/business/ene...
#energysky
Gulf countries should tap into Pakistan's mineral wealth | The National
World’s largest undeveloped copper-gold deposit lies in a remote corner of Balochistan province
www.thenationalnews.com
December 22, 2025 at 11:49 AM
Why go to Africa for critical minerals? Another country with major untapped resources is next to the Gulf and keen for investment. And the US is already trying to catch up on China's head-start.
@thenationalnews.com
www.thenationalnews.com/business/ene...
#energysky
@thenationalnews.com
www.thenationalnews.com/business/ene...
#energysky
A leaner, fitter energy system? What might the advance of weight-loss drugs like Ozempic and Mounjaro mean for the energy industry?
www.energyconnects.com/opinion/thou...
#energysky
www.energyconnects.com/opinion/thou...
#energysky
Weight-loss and the transition: four ways medical
Ozempic, Mounjaro and similar drugs have transformed weight-loss medicine. Expiry of patents in India, China and other big countries next year, and the
www.energyconnects.com
December 20, 2025 at 5:12 PM
A leaner, fitter energy system? What might the advance of weight-loss drugs like Ozempic and Mounjaro mean for the energy industry?
www.energyconnects.com/opinion/thou...
#energysky
www.energyconnects.com/opinion/thou...
#energysky
Why is Asia's gas demand like three statisticians shooting at an elephant? The answer means challenges for the Gulf's LNG export plans
www.agbi.com/opinion/ener...
#energysky
www.agbi.com/opinion/ener...
#energysky
Asian expansion could be a hard target for Gulf LNG
Gulf gas exporters, particularly Qatar, UAE and Oman, have bet on expanding LNG in Asia, but are they could be off target
www.agbi.com
December 19, 2025 at 12:57 PM
Why is Asia's gas demand like three statisticians shooting at an elephant? The answer means challenges for the Gulf's LNG export plans
www.agbi.com/opinion/ener...
#energysky
www.agbi.com/opinion/ener...
#energysky
A good read. The culture clash of green startups and big oil companies. "I remember one meeting where we spent the whole 45 minutes introducing everyone, and then we had to reschedule another meeting later.”
some excellent details in here - funny and infuriating at the same time.
your revolution is over, Mr Looney. Condolences. The bums lost
giftarticle.ft.com/giftarticle/...
your revolution is over, Mr Looney. Condolences. The bums lost
giftarticle.ft.com/giftarticle/...
Inside the failed green revolutions at BP and Shell
How the energy giants tried to transform their businesses — but ended up dramatically scaling back those plans and writing off billions of dollars
giftarticle.ft.com
December 11, 2025 at 12:09 PM
A good read. The culture clash of green startups and big oil companies. "I remember one meeting where we spent the whole 45 minutes introducing everyone, and then we had to reschedule another meeting later.”
Libya's first oil & gas bid round since 2007 is due in February 2026. Major oil companies are interested. Have Libya's divided politics finally aligned? @columbiauenergy.bsky.social
www.energypolicy.columbia.edu/is-a-libyan-...
#energysky
www.energypolicy.columbia.edu/is-a-libyan-...
#energysky
December 9, 2025 at 2:17 PM
Libya's first oil & gas bid round since 2007 is due in February 2026. Major oil companies are interested. Have Libya's divided politics finally aligned? @columbiauenergy.bsky.social
www.energypolicy.columbia.edu/is-a-libyan-...
#energysky
www.energypolicy.columbia.edu/is-a-libyan-...
#energysky
Untangling the motives for US military pressure on Venezuela - is it about oil? www.thenationalnews.com/business/ene... @thenationalnews.com
What major political upheaval in Venezuela will mean for the oil-rich nation's energy sector | The National
Any US military action against the South American country will not be a simple exercise in gunboat diplomacy
www.thenationalnews.com
December 8, 2025 at 6:08 PM
Untangling the motives for US military pressure on Venezuela - is it about oil? www.thenationalnews.com/business/ene... @thenationalnews.com
As an aficionado of the Norwegian Petroleum Museum, welcome @frankkane.bsky.social's call for "a Louvre of liquids, a MoMA of molecules, a Hermitage of hydrocarbons" in the Gulf. Just with more coverage of climate & new energy sources too. www.agbi.com/oil-and-gas/... #energysky
Oil built the modern Middle East. Where is its museum?
The Arabian Gulf needs a proper monument to oil, the commodity that has been the source of all its prosperity, says Frank Kane
www.agbi.com
December 5, 2025 at 2:15 PM
As an aficionado of the Norwegian Petroleum Museum, welcome @frankkane.bsky.social's call for "a Louvre of liquids, a MoMA of molecules, a Hermitage of hydrocarbons" in the Gulf. Just with more coverage of climate & new energy sources too. www.agbi.com/oil-and-gas/... #energysky
Reposted by Robin Mills
This was unimaginable just a few years ago: 15 GW of Saudi renewables hitting financial close in one go. That’s almost the entire solar capacity of Vietnam, 3× Thailand or Malaysia, 1.5× Chile, and 75% of the UK’s — signed off in a single shot. The scale of this energy shift is getting cosmic. #BESS
ACWA Power reaches financial close on 15 GW of Saudi renewables
ACWA Power (TADAWUL:2082) has reached financial close on two wind and five solar projects totalling 15 GW in Saudi Arabia, with the financing agreements valued at SAR 22.34 billion (USD 5.95bn/EUR 5.1...
renewablesnow.com
December 4, 2025 at 11:29 AM
This was unimaginable just a few years ago: 15 GW of Saudi renewables hitting financial close in one go. That’s almost the entire solar capacity of Vietnam, 3× Thailand or Malaysia, 1.5× Chile, and 75% of the UK’s — signed off in a single shot. The scale of this energy shift is getting cosmic. #BESS
UAE's gas-driven future is emerging and ADNOC must deliver www.thenationalnews.com/business/ene... @thenationalnews.com
UAE's gas-driven future is emerging and Adnoc must deliver | The National
AI hubs, data centre clusters and rising populations are raising the pressure on domestic supply
www.thenationalnews.com
December 1, 2025 at 2:41 PM
UAE's gas-driven future is emerging and ADNOC must deliver www.thenationalnews.com/business/ene... @thenationalnews.com
What connects Louis XIV's wine, the Amazon and climate?
Deforestation is the climate deal-breaker the world can't afford to ignore any more www.thenationalnews.com/business/ene...
#energysky
@thenationalnews.com
Deforestation is the climate deal-breaker the world can't afford to ignore any more www.thenationalnews.com/business/ene...
#energysky
@thenationalnews.com
Deforestation is the climate deal-breaker the world can't afford to ignore any more | The National
Studies suggests that half of the Amazon rainforest could collapse by mid-century, converting to drier savannah
www.thenationalnews.com
November 24, 2025 at 8:53 PM
What connects Louis XIV's wine, the Amazon and climate?
Deforestation is the climate deal-breaker the world can't afford to ignore any more www.thenationalnews.com/business/ene...
#energysky
@thenationalnews.com
Deforestation is the climate deal-breaker the world can't afford to ignore any more www.thenationalnews.com/business/ene...
#energysky
@thenationalnews.com