Infrastructure 
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The regional war is accelerating an energy export boom across the Americas
The Gulf’s biggest customers in Asia can’t easily switch, even as American supply weighs on prices
Saudi Arabia targets 10 mn bbl / d of crude pipeline capacity outside the Gulf
A converted gas line could add 1.2 mn bbl / d within weeks, while Aramco warns rebuilding global stocks could…
QatarEnergy is lining up new LNG capacity and a dozen empty carriers as Hormuz traffic picks up
Hormuz LNG traffic is at its highest since the war began, but still about 75% below February levels
Aramco weighs discounts on Oman ship-to-ship crude as exports climb
The handoff for most barrels is happening offshore, pushing up freight costs and transfer times
Aramco is splitting off its gas business into a separate division as it explores a minority float
The Jafurah leaseback has already tested outside capital in Aramco's gas business, and a standalone division would let it go…
XRG completes Southern Gas Corridor stake acquisition
The company didn’t disclose the size or the value of the stake
Adnoc Gas’ profit halved on Hormuz disruptions — so it’s planning an LNG export route that skips the strait entirely
The company is looking for a new LNG export facility on the UAE’s east coast as an alternative export route
Adnoc set to fast-track West-East pipeline expansion as it braces for supply chain disruptions
Despite repeated attacks and risks, Fujairah sits at the heart of the UAE’s oil export strategy
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