Temel Köşe
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.
5 yazı · ~14 dk toplam okuma
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, 2027 yılına kadar boğazı çevreleyen ikinci bir petrol ihracat rotasını tamamlamaya hazırlanıyor — Brent 111,37 dolarken ve bölge gizli operasyonlarla ateş içinde.
