Riyadh Whispers Restraint on Iran While the Peg Prices No War at All
SAR holds 3.7500, AED 3.6725. The diplomatic channel is doing the hedging the forwards are not.
Karim Al-Rashidi · 1d ago
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Oil
18 articles on this topic
The Household, the City, the Peg, the World: What a Struck LNG Tanker Actually Costs
Start with one Doha electrician's fuel bill. Climb from there to the Strait, the peg, and the plumbing of a global energy system that pretends the Gulf is background.
Karim Al-Rashidi · 2d ago
Hormuz Risk Premium Meets a 13.8mbd US Supply Print — And the Peg Sits in the Middle
A tanker strike, a coalition, and a production number that refuses to fall. The pegs will absorb the mechanics; the sovereigns will price the politics.
Karim Al-Rashidi · 3d ago
Crude at $89.89 holds the day; gold at $4,480 keeps the hedge bid
WTI grinds half a percent higher into the close as gold extends its quiet melt-up. The pegs do what pegs do.
Karim Al-Rashidi · 68d ago
WTI jumps $2.70 to $92.15 as Iran risk repricing crowds out the inventory story
A 3.02% one-session move is a war premium, not a barrel-count move. The physical market has not tightened. The financial market has decided it might.
Sergei Petrov · 69d ago
Brent at $94.65 holds the geopolitical bid as gold gives back $67
Crude grinds higher on Gulf risk premium while bullion corrects 1.5%. The peg does the quiet work of importing none of it.
Karim Al-Rashidi · 69d ago
Brent at $95.40 with a regional war priced in — and gold doing the worrying for us
Crude eases 1.05% overnight, gold slips from above $4,500, and the pegs hold their nerve while the Gulf reads its own headlines.
Karim Al-Rashidi · 70d ago
The Pegs Hold While Hormuz Wobbles: An Evening Wrap with One Eye on the Strait
Day 88 of the Iran conflict ends with USD/SAR at 3.7500 and USD/AED at 3.6725 — the numbers that did not move tell the story.
Karim Al-Rashidi · 70d ago
Crude at $90.99, Gold at $4,560: The Hormuz Premium That Refuses to Arrive
Oil is softer, gold is firmer, and the Gulf is hosting more shuttle diplomacy than tourism. The puzzle is why the risk premium is so quiet.
Karim Al-Rashidi · 72d ago
WTI at $91.66: the Iran premium leaks out, peg flows stay quiet
Crude slips 0.93% on mixed mediation signals; gold firms at $4,563; the Tadawul sits a hair above 11,000.
Karim Al-Rashidi · 72d ago
Brent at $103.54: the war premium that refuses to widen
Crude eased 1.03% into Friday's close even as Hormuz mediation entered its loudest week. The pattern is the story.
Karim Al-Rashidi · 72d ago
Evening Wrap: Oil at $103.79 Tells You Everything the Tadawul Won't
Crude pushes higher, gold retreats from the safe-haven trade, and the ruble rallies — a strange evening for a region holding its breath.
Karim Al-Rashidi · 77d ago
WTI at $105 and the Strait Premium Has a New Name: Pipeline Insurance
Crude jumps 3.45% as the Gulf's two largest exporters openly hedge against their own geography. Gold cools. The Tadawul shrugs.
Karim Al-Rashidi · 81d ago
Crude at $101, Gold at $4,686: The Risk Premium Has a New Floor
Oil holds triple digits, gold barely flinches, and TASI drifts lower. Tonight's tape is telling us something — quietly.
Karim Al-Rashidi · 82d ago
Brent Slips to $105.84 as War Premium Battles Hormuz Anxiety
Oil eases, gold cools, Tadawul drifts lower — but the real story is what's happening in the shipping lanes after dark.
Karim Al-Rashidi · 83d ago
EU Sidelines Windfall Tax in Oil Price Response Guidance
European Commission's best-practice catalogue for tackling energy shock notably excludes windfall tax measures despite soaring profits at major energy firms.
Pierre Dubois · 83d ago
US releases additional oil stockpiles under IEA emergency agreement
Department of Energy transfers 53.3 million barrels as global prices surge.
Pierre Dubois · 85d ago
Aramco chief: world lost 1 billion barrels of oil in two months
Saudi crude production disruptions create global supply gap and market instability.
Pierre Dubois · 86d ago