Yesar Al-Maleki يَسار
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Yesar Al-Maleki يَسار
@yesar.bsky.social
Energy, Climate & MENA Economics. Gulf Analyst MEES, PhDc Uni of Exeter IAIS, Non Res Scholar Middle East Institute, R. Fellow AUIS-IRIS.
Reposted by Yesar Al-Maleki يَسار
A visit from Saudi and Russian leaders ahead of this weekend's OPEC+ meeting. Sure looks like they're not happy with Iraq's compliance. More than 300 mb/d over quota for October, according to the IEA. www.bloomberg.com/news/article...
Iraq, Russia, Saudi Discuss Energy Markets Before OPEC+ Meeting
Officials from Iraq, Russia and Saudi Arabia — three of the biggest nations in the OPEC+ alliance — met in Baghdad to discuss energy markets days before the group’s year-end gathering.
www.bloomberg.com
November 26, 2024 at 1:25 PM
Reposted by Yesar Al-Maleki يَسار
OPEC+ meeting on Sunday. They are likely to (for a third time) delay their plans to bring barrels back online, after years of deep production cuts. The focus is on compliance, since Iraq, Kazakhstan, and the UAE are producing above target. The US shale boom is still hard to handle for OPEC+.
November 26, 2024 at 7:14 PM
#Kuwait 🇰🇼 has moved the goalposts on its aim of hitting 3.2mn b/d upstream #oil capacity from end-2024 to 2025. With hiking capacity and reversing declines needing more investment, #KPC is mulling ‘lease and leaseback’ deals like #Adnoc and #Aramco.

Read MEES analysis 👇
Kuwait Pushes Back Upstream Target To Next Year
Kuwait has moved the goalposts on its aim of hitting 3.2mn b/d upstream capacity from end-2024 to 2025. With hiking capacity and reversing declines needing more investment, KPC is mulling ‘lease and l...
www.mees.com
November 25, 2024 at 6:42 AM
Will #Iraq🇮🇶 Be Caught In The Crossfire Of Trump’s #Iran🇮🇷 Policy?

Newly-reelected #US🇺🇸 #Trump admin will aim to economically/politically isolate Iran/regional allies. Baghdad’s choices are precarious, with Iraqi #oil export infrastructure in eye of the sanctions-storm.

MEES: tinyurl.com/yc2bysb8
November 25, 2024 at 6:37 AM
Reposted by Yesar Al-Maleki يَسار
UPDATE: #Lebanon ceasefire close

• US envoy Hochstein’s last push
• Sources: Israeli PM Netanyahu onboard BUT not all gov/mil.
• Not a done deal
• Monitoring committee an issue
• Heavy bombardment of Beirut tonight
• Heavy rocket fire from Hezbollah
November 24, 2024 at 11:13 PM
Reposted by Yesar Al-Maleki يَسار
#DrillBabyDrill gets more pushback — from the drillers, themselves.

@wsj.com #OOTT
www.wsj.com/business/ene...
November 23, 2024 at 2:39 PM
Reposted by Yesar Al-Maleki يَسار
"Israel and Lebanon are on the verge of a ceasefire agreement to end the Israel-Hezbollah conflict, two senior Israeli officials and two U.S. officials tell Axios."
www.axios.com/2024/11/25/i...
Israel and Lebanon on cusp of ceasefire deal, officials say
Netanyahu's anger over the ICC's arrest warrant complicated talks.
www.axios.com
November 25, 2024 at 2:25 AM
Reposted by Yesar Al-Maleki يَسار
Morgan Stanley dished up its 2025 oil outlook. #EconSky
November 25, 2024 at 12:22 AM