Core Desk
Oil, Gas, Renewables, OPEC+, Pipelines, LNG, Caspian Energy
Uzbekneftegaz Turns to Beijing for Jet A-1 — a Landlocked Refiner's Confession
Listen to Sergei Petrov's latest column.
Spent 20 years inside the Russian energy complex before the 2022 pivot changed everything. Now writes from Tbilisi. His Rolodex of energy ministry contacts across 14 countries is unmatched.
10 articles · ~29 min total reading
Tashkent's move to lock in long-term jet fuel from CNAF and Sinopec exposes a domestic distillate gap that a decade of upstream talk was meant to close.
Saudi Aramco shifts crude toward the Mediterranean as Red Sea risk hardens. Brent sits at $93.26. The physical map is being redrawn faster than the political one.
Domestic supply is running at post-pandemic highs while Iranian-backed proxy strikes on Saudi Arabia force a re-pricing of the physical barrel, not the paper one.
