Core Desk
Oil, Gas, Renewables, OPEC+, Pipelines, LNG, Caspian Energy
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.
6 articles · ~17 min total reading
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.
Crude is bid 1.11% on a session where the physical signal is a UAE warning, not a barrel. The financial premium is widening faster than the supply gap.
Abu Dhabi moves to complete a second oil export route around the strait by 2027 — while Brent sits at $111.37 and the region burns with covert action.
